Schroder U.S. Small and Mid Cap Opportunity Fund

Scorecard
2 / 5 Stars
Lipper
1 2 4 2 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#70 in Mid-Cap Blend

U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Schroder funds

See full Mid-Cap Blend rankings

See more fund rankings

Performance

The fund has returned 29.63 percent over the past year, 12.53 percent over the past three years, and 22.03 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.1%
1 Year 29.6%
3 Years (Annualized) 12.5%
5 Years (Annualized) 22.0%
10 Years (Annualized) N/A

See more SMDVX performance

Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in securities of companies considered by the fund's adviser at the time to be small or mid cap companies located in the United States. It may also invest in securities issued in initial public offerings (IPOs), real estate investment trusts (REITs), closed-end funds or exchange-traded funds, and may use options and other derivative instruments in pursuing its principal strategy. The fund may also invest, though not normally more than 10% of its total assets, in fixed income securities, including but not limited to corporate bonds and convertible bonds.

Fees

Fees are Low compared to funds in the same category.
Schroder U.S. Small and Mid Cap Opportunity Fund has an expense ratio of 1.30 percent.

See more SMDVX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more SMDVX risk