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Laudus US Large Cap Growth (LGILX)

19.44 Down 0.07(0.36%) Sep 19

Profile as of Aug 30, 2014Get Profile for:
Laudus US Large Cap Growth
Phone: 800-447-3332
Fund Overview 
Category:Large Growth
Fund Family:Laudus Funds
Net Assets:2.16B
Year-to-Date Return:4.15%
Morningstar Rating:4 stars
Fund Inception Date:Oct 14, 1997
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
Management Information 
Lawrence G. Kemp
Lead Manager since Oct 4, 2013
Managing Director of BlackRock, Inc. since 2012; Prior to joining BlackRock, Inc., Mr. Kemp was a Managing Director at UBS Global Asset Management.He has been an investment professional with UBS Global Asset Management since 1992. Lawrence received his bachelor’s degree from Stanford University and his MBA from the University of Chicago.
Investment Information 
Min Initial Investment:100
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:100
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
LGILX can be purchased from 70 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of U.S. large capitalization companies. It defines large capitalization companies as those with a market capitalization of at least $3 billion at the time of investment. In addition, up to 20% of the fund's net assets may be invested in foreign equity securities. Investments in equity securities include common stock and preferred stock. It may, but is not required to, use derivative instruments for risk management purposes or as part of the fund's investment strategies.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 4, 2013) : 0.00
Annual Holdings Turnover (Sep 17, 2014) : 124.00%
Average for Category:46.51%
Fees & Expenses 
ExpenseLGILXCategory Avg
Annual Report Expense Ratio (net):0.78%1.20%
Prospectus Net Expense Ratio:0.77%N/A
Prospectus Gross Expense Ratio:0.77%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.29%
3 Yr Expense Projection*:246545
5 Yr Expense Projection*:428864
10 Yr Expense Projection*:9541,740
* Per $10,000 invested