Based on the popular 80s card game, each week we select an asset class and use FE fundinfo data to compare two funds based on their three-year performance, assets under management, alpha, volatility, ongoing charges and information ratio to decide which is the Top Trump.
This week, the BlackRock US Mid-Cap Value fund defeats the Schroders US Small & Mid-cap Equity fund 4-2.
BlackRock US Mid-Cap Value fund
The fund invests at least 70% of its total assets in the equity securities of mid capitalisation companies domiciled in, or the main business of which is in the United States.
Top 10 holdings:
- Cardinal Health (2.8%)
- First Citizens Banc (2.6%)
- SS and C Technologies Holdings (2.3%)
- Baxter International (2.3%)
- Fidelity National Information Serv (2.1%)
- Western Digital Corp (2%)
- HP (1.9%)
- Kraft Heinz (1.8%)
- Electronic Arts (1.8%)
- CVS Health Corp (1.7%)
Schroders US Small & Mid-cap Equity fund
The fund aims to provide capital growth in excess of the Russell 2500 Lagged index after fees have been deducted over a three to five-year period by investing in equities of small and mid-sized US companies.
Top 10 holdings:
- Kemper Corp (2.4%0
- Aramark (2.3%)
- Assurant Inc (2.2%)
- Masimo Corp (2%)
- Rentokil Initial (2%)
- Match Group (1.8%)
- Lumentum Holdings (1.7%)
- Dolby Laboratories (1.7%)
- BWX Technologies (1.6%)
- Regal Rexnord Corp (1.6%)
