The FSA Spy market buzz – 20 December 2024
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
HEAD-TO-HEAD: Legg Mason vs Schroders
FSA compares two US equity funds with contrasting market cap styles: the Legg Mason Clearbridge US Large Cap Growth fund and the Schroder ISF US Small & Mid Cap Equity fund.
Fees
The Legg Mason fund’s ongoing charge (OCF) is 1.74%, lower than the peer median of 1.80%.
The Schroder fund’s OCF is 10 basis points higher at 1.84%, which might be justified by the greater research resources expended on small- and mid-cap stocks, Tambe said.
It is lower than the peer median in this category (1.98%), FE data shows.
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