On April 24, 2024, Schroders announced that after eight years in the top role, Peter Harrison signaled his intention to retire as the group's CEO in 2025. Harrison joined Schroders in March 2013 and became CEO in April 2016. Before his current role, he was the global head of investment. The group will now launch a thorough and extensive search for his successor. The board anticipates an orderly transition during 2025, and Harrison will remain as a director of the company throughout this period. The news on Harrison's retirement does not impact our view on the Schroders strategies we rate, and the Parent rating remains Above Average. We will continue monitoring the firm in terms of any announcements or decisions regarding the composition of the executive leadership team.
Hartford Schroders US Small Cap Opps I SCUIX
- NAV / 1-Day Return 32.40 / +1.69 %
- Total Assets 264.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.100%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.08%
- Turnover 42%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis SCUIX
Will SCUIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.3
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