Schroder U.S. Opportunities Inv
875 Third Avenue 22nd Floor New York NY 10022
Map
Phone: 800-464-3108
| Category: | Small Growth | | Fund Family: | Schroder | | Net Assets: | 248.18M | | Year-to-Date Return: | -2.11% | | Yield: | 0.13% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Aug-93 |
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Jenny Jones
Lead Manager since
30-Dec-03 | | | 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. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| 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 $500 million or less, measured at the time of investment. |
| Last Dividend
(14-Dec-07):
| 0.03 | | Last Cap Gain
(14-Dec-07):
| 2.30 | | Annual Holdings Turnover
| 77.00% | | Average for Category:
| 114.64% |
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| Expense | SCUIX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.60% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$412 | $686 | | 5 Yr Expense Projection*: |
$713 | $1,085 | | 10 Yr Expense Projection*: |
$1,568 | $2,158 |
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1.49% Nasdaq 
0.27%
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