US Small & Mid Cap Equity
Schroder US Mid Cap Fund
Last updated: 2026-03-13
The Verdict
Schroder US Mid Cap Fund charges an expense ratio of 1.66%. On a $100,000 portfolio, that's $1,660 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $1,410 per year.
Expense Ratio
1.66%
Star Rating
3/ 5
Market Beta
0.74
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
Schroder US Mid Cap Fund charges 1.66% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 1.41 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.
Related
US Small & Mid Cap Equity Category
Browse all US Small & Mid Cap Equity funds
US Small & Mid Cap Equity Rankings
Top-rated US Small & Mid Cap Equity funds
Our Methodology
How we decode fund strategies
FTGF Royce US Small Cap Opportunity
3-star rated
Fisher Invts Instl US SmCp Core Equity ESG
2-star rated
Fisher Invts Instl US Small & Mid-Cap Core Eq
3-star rated
JPMorgan US Smaller Companies Investment Trust
2-star rated
FTGF Royce US Small Cap Opportunity
4-star rated
Frequently Asked Questions
What is the expense ratio of Schroder US Mid Cap Fund?
Schroder US Mid Cap Fund has an expense ratio of 1.66%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate Schroder US Mid Cap 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.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.