SNAEX : Schroder North American Equity Fund Class Investor

SNAEX is a US Stocks Market Large Blend with LOW fees.

SNAEX

Schroder North American Equity Fund Class Investor

FI Score

69 /100

Expense Ratio Rating

8 /10

Expense Rating

7 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

69% FI Score
  • snaex
  • Mutual Fund
  • US Stocks
  • Large Blend

Schroder North American Equity Fund Class Investor

Expenses: 0.33% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets in equity securities of companies organized and principally traded in, or with their principal places of business and principally traded in, North America. Its portfolio may include large, well-known companies as well as smaller, less-closely followed companies, including micro-cap companies. The fund may invest in common and preferred stocks, convertible securities and warrants of companies of any size market capitalization.

Largest Holdings

Amount Holding
5.89% Microsoft Corp
4.86% Apple Inc
3.45% Amazon.com Inc
2.10% Johnson & Johnson
1.76% Alphabet Inc A
1.76% Alphabet Inc Class C
1.73% Procter & Gamble Co
1.61% Facebook Inc A
1.55% Intel Corp
1.46% JPMorgan Chase & Co
1.39% Merck & Co Inc
1.32% Pfizer Inc
1.30% Berkshire Hathaway Inc B
1.27% Visa Inc Class A
1.24% Cisco Systems Inc
1.23% Coca-Cola Co
1.21% PepsiCo Inc
1.09% Bristol-Myers Squibb Company
1.09% UnitedHealth Group Inc
1.08% Verizon Communications Inc
1.04% The Home Depot Inc
1.02% Eli Lilly and Co
1.02% Amgen Inc
1.02% AbbVie Inc
0.98% Medtronic PLC

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