Laudus Rosenberg US Large Cap Sel
4 Orinda Way Building E Orinda, California 94563
Map
Phone: 800-447-3332
| Category: | Large Blend | | Fund Family: | Laudus Funds | | Net Assets: | 90.01M | | Year-to-Date Return: | 16.12% | | Yield: | 1.57% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Jun-02 |
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William E. Ricks
Lead Manager since
20-Jun-02 | | | Ricks is Americas Chief Executive and Chief Investment Officer at AXA Rosenberg. He has worked in investment management with AXA Rosenberg since 1989, including trading, operations, portfolio engineering, and portfolio construction. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of the largest 1000 companies that are traded principally in the markets of the United States and generally exhibits a "core" or "blend" style of investing. It invests at least 80% of net assets (including, for this purpose, any borrowings for investment purposes) in the securities of U.S. Large Capitalization Companies. |
| Last Dividend
(17-Dec-08):
| 0.13 | | Last Cap Gain
(17-Dec-07):
| 2.11 | | Annual Holdings Turnover
| 153.00% | | Average for Category:
| 78.74% |
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| Expense | AXLIX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.63% Nasdaq 
0.03%
Profile
