Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | SCUVX Insights | SCUVX Score | SCUVX Performance | SCUVX Manager | SCUVX News | SCUVX Allocation | SCUVX Holdings Change

Mutual Fund Insights: Schroder US Opportunities Adv Fund (SCUVX)

In-depth Analysis of Schroder US Opportunities Adv Fund (SCUVX)

Mutual fund chart: Schroder US Opportunities Adv Fund (SCUVX)

3 months
6 months
1 year
3 year
5 year

See Schroder US Opportunities Adv Fund (SCUVX) performance details as of February 28, 2010

  

    Last Trade: $20.66 on 3/19/2010, Change: -0.17 (-0.82%)
Experiment our closing price forecasting tool for Schroder US Opportunities Adv Fund (SCUVX) (alpha release)

  

Fund Manager - Jenny Jones

Fund Manager Tenure: 6.2 years   [Similar Funds: SCUIX ]
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Jenny Jones is an executive vice president of Schroders and has been an employee of Schroders since 2003. Previously, Jenny Jones was employed at Morgan Stanley Investment Management, where Jenny Jones was an executive director. Prior to that, Jenny Jones was a vice president and portfolio manager with Oppenheimer Capital. Jenny Jones also spent seven years with Mutual of America Life Insurance. In addition, Jenny Jones has worked as a financial consultant with Shearson Lehman and as an options strategist with Drexel Burnham Lambert.  Get more insights on Jenny Jones

  

What we like about Schroder US Opportunities Adv Fund (SCUVX) What we like about Schroder US Opportunities Adv Fund (SCUVX)

Data for Schroder US Opportunities Adv Fund (SCUVX) as of February 28, 2010

  • Schroder US Opportunities Adv Fund (SCUVX) management has been with Schroder US Opportunities Adv Fund for 6.2 years
  • Schroder US Opportunities Adv Fund (SCUVX) has good Long-term performance (5-year return 5.25% vs 0.80 % Small Growth category average)
  • Schroder US Opportunities Adv Fund (SCUVX) has a Morningstar rating of 4 and above
  • Schroder US Opportunities Adv Fund (SCUVX) has an annual stock turnover rate of 64.00% vs Small Growth average of 136.50%. It is good that Schroder US Opportunities Adv management does not trade extensively for its return.
  • Schroder US Opportunities Adv Fund (SCUVX) is less volatile than its peers as it has a 3-year Standard Deviation of 22, lower than category average of 24.99

  

What we are cautious about Schroder US Opportunities Adv Fund (SCUVX) What we are cautious about Schroder US Opportunities Adv Fund (SCUVX)

Data for Schroder US Opportunities Adv Fund (SCUVX) as of February 28, 2010

  • Schroder US Opportunities Adv Fund (SCUVX) has a less-than-ideal short-term performance (1-year return 58.03% vs 60.01 % Small Growth category average)
  • Schroder US Opportunities Adv Fund (SCUVX) has a less-than-ideal mid-term performance (3-year return -1.06% vs -5.64 % Small Growth category average)
  • Schroder US Opportunities Adv Fund (SCUVX) ratio of up-years vs down years can be improved
  • Schroder US Opportunities Adv Fund (SCUVX) has a higher management fee of 1.65% than its Small Growth average of 1.60%
  • Even though Schroder US Opportunities Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Schroder US Opportunities Adv Fund (SCUVX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Small Growth category?

Below are some additional Small Growth mutual funds generated out of our database

  

Schroder US Opportunities Adv Fund (SCUVX) Net Asset

Track net asset change of Schroder US Opportunities Adv fund (SCUVX)

DateNet Asset
02/2010$174.84M
01/2010$2.67M
11/2009$2.68M
More historic net asset information on Schroder US Opportunities Adv Fund (SCUVX)

  

Schroder US Opportunities Adv Fund (SCUVX) Portfolio Allocation

Track portfolio allocation change of Schroder US Opportunities Adv fund (SCUVX)

DateCashStockBondOther
09/200910.05%89.27%0%0.68%
06/200910.31%89.7%0%0%
04/20099.23%94.69%0%0%
Click here to see more historic asset allocation information on Schroder US Opportunities Adv Fund (SCUVX)

  

Most Recent Top 10 Holdings in Schroder US Opportunities Adv Fund (SCUVX)

Discover what Schroder US Opportunities Adv Fund (SCUVX) manager is buying

30-Sep-09
JPMorgan U.S. Govt MMkt Agency [10.05%]
WASTE CONNECTIONS [2.63%]
REINSURANCE GROUP [2.27%]
PSS World Medical Inc. [2.12%]
GARTNER INC [2.02%]
ST MARY LAND EXPL [1.8%]
Scientific Games Corp [1.74%]
N B T Y INC [1.63%]
LKQ Corporation [1.41%]
Informatica Corporation [1.41%]

30-Jun-09
JPMorgan U.S. Govt MMkt Agency [10.31%]
WASTE CONNECTIONS [2.58%]
PSS World Medical Inc. [2.53%]
REINSURANCE GROUP [2.33%]
Scientific Games Corp [1.95%]
GARTNER INC [1.83%]
LKQ Corporation [1.53%]
Huron Consulting Group Inc. [1.45%]
Informatica Corporation [1.45%]
Argo Group International Holdin [1.37%]

30-Apr-09
JPMorgan U.S. Govt MMkt Agency [9.23%]
Scientific Games Corp [2.54%]
REINSURANCE GROUP [2.25%]
WASTE CONNECTIONS [2.19%]
PSS World Medical Inc. [2.11%]
LKQ Corporation [1.83%]
GARTNER INC [1.72%]
Euronet Worldwide, Inc. [1.69%]
Westamerica Bancorporation [1.66%]
Huron Consulting Group Inc. [1.6%]
Click here for Stock Holding Change Map in Schroder US Opportunities Adv Fund (SCUVX)

  

Related books and products to Schroder US Opportunities Adv Fund (SCUVX)

  

Latest News on Schroder US Opportunities Adv (SCUVX)

See what is happening with Schroder US Opportunities Adv Fund (SCUVX)

 

Books and Resources

 

 

See more information on Schroder US Opportunities Adv Fund (SCUVX)