SCVEX Rating, Research - Schroder International Alpha Adv

Schroder International Alpha Adv (scvex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 26

Threats + Weaknesses = 20

When strengths & opportunities substantially exceed threats & weaknesses an investment in the scvex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Schroder International Alpha Adv (SCVEX) Description: SCVEX is a mutual fund, which is an investment that owns a basket of assets. The SCVEX mutual fund was provided by Schroder and this investment vehicle derives the majority of its value from equity holdings (stocks). Schroders mutual fund has a medium management tenure and is in the small fund size classification. SCVEXs minimum initial investment amount is $2500 while the IRA minimum is $0. SCVEXs expense ratio is roughly 1%. The latest SCVEXs front end load was 0% and the back end load was 0%. The Schroder International Alpha Adv (SCVEX) mutual fund falls under the foreign large-cap mixed category. SCVEX focuses its investments in EU and Japan and SCVEX is not affiliated with a particular industry or fund sector. The Schroder International Alpha Adv (SCVEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SCVEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SCVEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 65% of total assets in equity securities (see equity research) of companies located outside of the United States. It expects typically to invest in 40 to 60 companies at any one time and will typically invest a substantial portion of assets in countries included in the Morgan Stanley Capital International EAFE Index. The fund may invest more than 25% of net assets in any one country or group of countries.

Management Analysis Update

Performance Analysis Update