US Multi-Cap Growth
Schwartz Value Focused Fund
Last updated: 2026-03-13
The Verdict
Schwartz Value Focused Fund charges an expense ratio of 1.25%. On a $100,000 portfolio, that's $1,250 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $1,000 per year.
Expense Ratio
1.25%
Star Rating
4/ 5
Market Beta
1.14
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
Schwartz Value Focused Fund charges 1.25% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 1.00 percentage points.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
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Frequently Asked Questions
What is the expense ratio of Schwartz Value Focused Fund?
Schwartz Value Focused Fund has an expense ratio of 1.25%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate Schwartz Value Focused Fund?
Supreme.PM uses AI to analyze the fund's holdings and trading patterns, creating a decoded model that tracks the fund's performance.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
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