3 / 5 Stars
2 2 5 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#61 in Mid-Cap Blend
U.S. News evaluated 140 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.60 percent over the past year, 12.14 percent over the past three years, and 19.23 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Schroder U.S. Small and Mid Cap Opportunity Fund has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.