Schneider Small Cap Value (SCMVX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.15%|
Performance & Risk
|5y Avg Return:||30.58%|
|Rank in Category (ytd):||51|
|% Rank in Category (ytd):||12.94%|
|Morningstar Risk Rating:||5|
The investment seeks long-term capital growth by investing primarily in common stocks of companies that have capitalizations that are less than the largest company in the Russell 2000Â® Index ("small cap companies") and which Schneider Capital Management Company (the "Adviser") believes are undervalued.
Under normal circumstances, at least 80% of the fund's net assets (including borrowings for investment purposes) will be invested in small cap companies. It may also invest up to 20% of the value of its net assets in securities of foreign issuers, including American Depositary Receipts ("ADRs"). View More