SCMVX Mutual Fund

SCMVX Mutual Fund

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Fund Essentials

Net Assets
$15M
Expense Ratio
1.15%
Dividend Yield (Current)
-
Holdings
0
Inception Date
Sep 2, 1998
Fund Family
Schneider Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-36.72%
1 Year-29.20%
3 Year-19.10%
5 Year-4.27%
10 Year+0.27%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SCMVX Mutual Fund Overview

SCMVX Mutual Fund (Schneider Small Cap Value Fund) is managed by Schneider Funds with $15.2M in net assets. SCMVX expense ratio is 1.15%, various sectors. Inception date: 1998-09-02.

SCMVX performance shows a YTD return of -36.72%. The 1-year return is -29.20% and the 5-year return is -4.27%.

SCMVX top holdings include a diversified portfolio. Go to all SCMVX holdings, SCMVX sectors, or SCMVX dividends.

SCMVX can be compared against other funds. Use SCMVX overlap to find shared positions, or SCMVX vs another fund for a side-by-side view. SCMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.