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Schroder US Small and Mid Cap Opps Inv (SMDIX) Fund Ranking and Research

Ranking, Research and Recommendation of Schroder US Small and Mid Cap Opps Inv (SMDIX) Fund

    Last Trade: $13.44 on 3/24/2017, Change: +0.00 (0%)

 

Graph of Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) ManagerFund Manager - Jenny B. Jones

Fund Manager Information

Fund Manager Tenure: 11.0 years
Similar Funds: SMDVX 
Fund Family: Schroder
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)
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.  Get more insights on Jenny B. Jones

 

Graph of Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) ProfileSchroder US Small and Mid Cap Opps Inv Fund (SMDIX) Profile

Fund Profile and Description

Schroder US Small and Mid Cap Opps Inv Fund seeks capital appreciation. Schroder US Small and Mid Cap Opps Inv Fund normally invests at least 80% of net assets in small or mid-cap companies located in the United States. The advisor currently considers a company to be a small or mid cap company if the company has a market capitalization of between $750 million and $9 billion. It may also invest in equity securities of micro-cap companies or larger companies if the advisor believes they offer the potential for capital appreciation.

 

Schroder US Small and Mid Cap Opps Inv (SMDIX) Fund Strength What we like about Schroder US Small and Mid Cap Opps Inv (SMDIX) Fund

Data for Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) as of May 30, 2016

  • Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) management has been with Schroder US Small and Mid Cap Opps Inv Fund for 11.0 years
  • Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) has good short-term performance (1-year return 3.37% vs -4.08% Mid-Cap Blend category median performance)
  • Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) has good mid-term performance (3-year return 12.76% vs 8.11% Mid-Cap Blend category median performance)
  • Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) has good Long-term performance (5-year return 10.58% vs 8.53% Mid-Cap Blend category median performance)
  • Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) ratio of up-years vs down years is greater than 2
  • Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) has a Morningstar rating of 4 and above
  • Asset base in Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) has an annual stock turnover rate of 56.00% vs Mid-Cap Blend average of 60.70%. It is good that Schroder US Small and Mid Cap Opps Inv management does not trade extensively for its return.
  • Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.16, lower than category average of 12.56
  • Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) has a lower expense ratio than its Mid-Cap Blend average: 1.05% vs 1.15%
  • Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) Weakness What we are cautious about Schroder US Small and Mid Cap Opps Inv (SMDIX) Fund

Data for Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) as of May 30, 2016

See Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) performance details as of May 30, 2016

 

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Compare Schroder US Small and Mid Cap Opps Inv Fund (SMDIX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Schroder US Small and Mid Cap Opps Inv8.323.3712.7610.58
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Schroder US Small and Mid Cap Opps Inv Fund (SMDIX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) Net Asset TrackingSchroder US Small and Mid Cap Opps Inv (SMDIX) Fund Net Asset

Track net asset change of Schroder US Small and Mid Cap Opps Inv fund (SMDIX)

DateNet Asset
05/2016$96.78M
03/2016$64.95M
02/2016$55.10M
More historic net asset information on Schroder US Small and Mid Cap Opps Inv Fund (SMDIX)

  

Graph of Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) Portfolio TrackingSchroder US Small and Mid Cap Opps Inv (SMDIX) Fund Portfolio Allocation

Track portfolio allocation change of Schroder US Small and Mid Cap Opps Inv fund (SMDIX)

DateCashStockBondOther
03/20168.9%90.66%0%0.44%
12/20156.64%92.69%0%0.67%
09/20158.21%91.3%0%0.49%
Click here to see more historic asset allocation information on Schroder US Small and Mid Cap Opps Inv Fund (SMDIX)

 

graph of Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) Top 10 Position TrackingTop 10 Holdings in Schroder US Small and Mid Cap Opps Inv (SMDIX) Fund

Discover what Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) manager is buying

Mar 30, 2016
SPDR® Barclays 1-3 Month T-Bill ETF [2.67%]
Aramark Common Stock [2.47%]
PVH Corp. Common Stock [2.32%]
Advance Auto Parts Inc Advance [2.1%]
VWR Corporation [1.75%]
Carlisle Companies Incorporated [1.41%]
Spectrum Brands Holdings, Inc. [1.41%]
Vantiv, Inc. Class A Common Sto [1.33%]
Rollins, Inc. Common Stock [1.31%]
CoreLogic, Inc. Common Stock [1.23%]

Dec 30, 2015
Aramark Common Stock [2.18%]
PVH Corp. Common Stock [2.15%]
Advance Auto Parts Inc Advance [1.98%]
Sabre Corporation [1.73%]
VWR Corporation [1.64%]
Waste Connections, Inc. Common [1.61%]
Vantiv, Inc. Class A Common Sto [1.53%]
Snap-On Incorporated Common Sto [1.52%]
Rollins, Inc. Common Stock [1.48%]
CoreLogic, Inc. Common Stock [1.48%]

Sep 29, 2015
SPDR® Barclays 1-3 Month T-Bill ETF [4.18%]
Aramark Common Stock [2.54%]
Advance Auto Parts Inc Advance [2.06%]
Snap-On Incorporated Common Sto [1.77%]
HCC Insurance Holdings Inc [1.76%]
PVH Corp. Common Stock [1.72%]
Vantiv, Inc. Class A Common Sto [1.59%]
Waste Connections, Inc. Common [1.54%]
CoreLogic, Inc. Common Stock [1.49%]
Rollins, Inc. Common Stock [1.48%]
Click here for Stock Holding Change Map in Schroder US Small and Mid Cap Opps Inv Fund (SMDIX)

  

Latest News on Schroder US Small and Mid Cap Opps Inv (SMDIX) Fund

See what is happening with Schroder US Small and Mid Cap Opps Inv Fund (SMDIX)

 

Schroder US Small and Mid Cap Opps Inv Fund (SMDIX) Related ResourcesSee more information on Schroder US Small and Mid Cap Opps Inv (SMDIX) Fund

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