SNAEX Rating, Research - Schroder North American Equity Inv

Schroder North American Equity Inv (snaex)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 182

Threats + Weaknesses = 139

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term appreciation of shareholders?? capital. The fund invests primarily in equity securities (see equity research) of U.S. companies. It typically invests in medium- and large-capitalization companies, but may also invest in small-capitalization companies. The fund may invest up to 20% of net assets in the securities of foreign issuers.


Management Analysis Update


Performance Analysis Update