Schroder North American Equity Fund
Schroder North American Equity Fund seeks long-term capital growth with a very low tracking error relative to the S&P 500 Index.
The fund is designed to be a highly diversified portfolio that seeks to deliver outperformance in all major market environments with very low volatility. It invests in every market cap segment in North America, using an innovative investment process that incorporates statistical techniques to enable a wide range of stock selection strategies.
|Fund Share Class||Month |
|Annualized Return as of --|
Performance data quoted represents past performance, which is no guarantee of future results. Investment return, yield and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Performance for less than one year is not annualized.
|Benchmark||S&P 500 Index|
|Fund Assets *||N/A|
|Min. Subsequent Inv.||$1,000|
* As of
Fees (As of March 1, 2017)
|Distribution (12b-1) Fees||NONE|
|Total Annual Fund Operating Expenses||0.34%|
Overall Morningstar Ratings among 1223 funds within the Large Blend category as of June 30, 2017.1 The Investor Shares of Schroder North American Equity Fund were rated 3 stars for the 3 year period (out of 1223 funds), 3 stars for the 5 year period (out of 1080 funds), and 3 stars for the 10 year period (out of 802 funds) within the Large Blend category as of June 30, 2017. Overall Morningstar ratings for a fund are derived from a weighted average of the performance figures associated with its three-, five-, and ten-year (if applicable) Morningstar Rating metrics. Ratings for Fund shares with less than 3 years of performance represent Morningstar Extended Performance Ratings. For important information, see footnotes below.
The QEP team have been managing global equity portfolios since 2000. They use an investment philosophy that is based upon combining fundamental data and well-researched behavioral insights, placing considerable emphasis on portfolio construction and genuine diversification of risk.
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Please consider a fund's investment objectives, risks, charges and expenses carefully before investing. To obtain this and other information on any Schroders Fund, please click the following link: prospectuses. Read the prospectus carefully before investing. To obtain any further information call your financial advisor or call Schroder Mutual Funds at (800) 464-3108.