Schneider Small Cap Value
460 East Swedesford Road, Suite 1080 Wayne, PA 19087
Map
Phone: 888-520-3277
| Category: | Small Value | | Fund Family: | Schneider Funds | | Net Assets: | 96.18M | | Year-to-Date Return: | 37.40% | | Yield: | 1.43% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Sep-98 |
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Arnold C. Schneider III
Lead Manager since
02-Sep-98 | | | Schneider is president and chief investment officer with Schneider Capital Management Company. He found the firm in 1996. Prior to 1996, Schneider was a senior vice president and partner of Wellington Management Company. |
| Min Initial Investment: | $20,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $20,000 | | Min Subsequent Investment: | $2,500 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $2,500 |
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| The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies that have capitalizations that are less than the largest company in the Russell 2000(R) index ("small cap companies") and which the Adviser believes are undervalued. It normally invests at least 80% of net assets (including borrowings for investment purposes) in small cap companies. |
| Last Dividend
(11-Dec-08):
| 0.18 | | Last Cap Gain
(11-Dec-08):
| 0.00 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 86.21% |
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| Expense | SCMVX | Category
Avg | | Total Expense Ratio: | 1.17%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.50% | | 3 Yr Expense Projection*: |
$ 444 | $641 | | 5 Yr Expense Projection*: |
$ 792 | $1,005 | | 10 Yr Expense Projection*: |
$ 1,773 | $2,027 |
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1.23% Nasdaq 
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