US Small and Mid Cap Opportunities Fund


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Investment Objective

Schroder US Small and Mid-Cap Opportunities Fund seeks capital appreciation by investing primarily in securities of small and mid-cap 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, a strong management team and attractive valuation levels. Sources of research include company management teams, competitors, media and suppliers. The fund of approximately 90-120 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.