SCUVX: Profile for SCHRODER U S OPPORTUNITIES FUN

Jones is an executive vice president of Schroders and has been an employee of Schroders since 2003. Previously, she was employed at Morgan Stanley Investment Management, where she was an executive director. Prior to that, she was a vice president and portfolio manager with Oppenheimer Capital. She also spent seven years with Mutual of America Life Insurance. In addition, Jones has worked as a financial consultant with Shearson Lehman and as an options strategist with Drexel Burnham Lambert.

INVESTMENT INFORMATION

Min Initial Investment:	$2,500
Min Initial Investment, IRA:	$2,500
Min Initial Investment, AIP:	$100
Min Subsequent Investment:	$1,000
Min Subsequent Investment, IRA:	$1,000
Min Subsequent Investment, AIP:	$100

SCUVX can be purchased from 14 brokerages.

FUND SUMMARY

The investment seeks capital appreciation. The fund invests primarily in equity securities of small and micro capitalization companies in the United States. The fund?s adviser considers small capitalization companies to be companies that have market capitalizations of $3 billion or less, and micro-capitalization companies to be companies with market capitalizations of $200 million or less, measured at the time of investment.

FUND OPERATIONS

Last Dividend	YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (14-Dec-07):	2.30
Annual Holdings Turnover	YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category:	132.21%

FEES & EXPENSES

Expense	SCUVX	Category Avg
Total Expense Ratio:	1.52%	1.61%
Max 12b1 Fee:	0.25%	N/A
Max Front End Sales Load:	%	5.39%
Max Deferred Sales Load:	%	2.63%
3 Yr Expense Projection*:	$ 480	$680
5 Yr Expense Projection*:	$ 829	$1,078
10 Yr Expense Projection*:	$ 1,813	$2,174

* Per $10,000 invested

Add to Portfolio

Set Alert

Email to a Friend

•

Top Performers by Style

•

Morningstar Editorials