SIDNX Rating, Research - Schroder Intl Diversified Value Inv

Schroder Intl Diversified Value Inv (sidnx)

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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 = 8

Threats + Weaknesses = 9

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

Fund Management Team

Fund Description Update

Schroder Intl Diversified Value Inv (SIDNX) Description: SIDNX is a mutual fund, which is an investment that owns a basket of assets. The SIDNX 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. SIDNXs minimum initial investment amount is $250000 while the IRA minimum is $250000. SIDNXs expense ratio is roughly 1%. The latest SIDNXs front end load was 0% and the back end load was 0%. The Schroder Intl Diversified Value Inv (SIDNX) mutual fund falls under the foreign large-cap value category. SIDNX focuses its investments in EU and Japan and SIDNX is not affiliated with a particular industry or fund sector. The Schroder Intl Diversified Value Inv (SIDNX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SIDNXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SIDNXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long term capital appreciation. The fund normally invests at least 65% of total assets in a diversified portfolio of equity securities (see equity research) of companies located outside of the United States that the funds sub-adviser considers to offer attractive valuations. It invests in a variety of countries throughout the world including emerging market countries and may, from time to time, invest more than 25% of assets in any one country or group of countries. The fund normally invests a substantial portion of assets in countries included in the Morgan Stanley Capital International EAFE Index.

Management Analysis Update

Performance Analysis Update