Schroder US Small & Mid Cap Opp Adv (SMDVX)
12.41 0.13(1.06%) Dec 20
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SMDVX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.30%|
Performance & Risk
|5y Avg Return:||18.37%|
|Rank in Category (ytd):||41|
|% Rank in Category (ytd):||10.22%|
|Morningstar Risk Rating:||2|
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. View More