US Opportunities Fund


Investor SharesAdvisor SharesR6 Shares

Investment Objective

Schroder US Opportunities Fund seeks capital appreciation by investing primarily in securities of smaller companies in the United States.


The fund is managed using a bottom-up, fundamental and research-based approach. The portfolio manager and analysts seek to identify those companies that have compelling business models, strong management teams and attractive valuation levels. Sources of research include company management teams, competitors, media and suppliers. The portfolio of 100-150 stocks is diversified by type of company, with approximately 50-70% of the portfolio invested in mispriced growth opportunities, 20-50% in “steady eddies” (i.e. companies with stable and dependable earnings and revenue characteristics), and 0-20% in turnarounds.


Fund Details

Management Team

Investment Philosophy

Investment Process


Please consider a mutual fund's investment objectives, risks, charges and expenses carefully before investing. For access to the prospectus, please click the following link: prospectuses. To obtain any further information on any Schroders fund, please read the prospectus, call your financial advisor or call Schroder Mutual Funds at (800) 464-3108 for Individual Investors or (800) 730-2932 for Intermediaries/Financial Consultants. Read the prospectus carefully before investing.