Laudus Rosenberg US Discovery Sel 4 Orinda Way Building E Orinda, California 94563 Map
Phone: 800-447-3332
| Category: | Small Blend | | Fund Family: | Laudus Funds | | Net Assets: | 365.49M | | Year-to-Date Return: | 20.03% | | Yield: | 1.39% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Sep-01 |
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William E. Ricks
Lead Manager since
04-Sep-01 | | | 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: | $100 | | 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 a return greater than that of the Russell 2500(TM) index. The fund normally invests at least 80% of net assets in securities of U.S. small and mid capitalization companies. It seeks to match the capitalization profile of the Russell 2500 index. The fund invests primarily in the common stocks of small and mid capitalization companies that are traded principally in the markets of the United States. |
| Last Dividend
(12-Nov-09):
| 0.10 | | Last Cap Gain
(12-Nov-09):
| 0.00 | | Annual Holdings Turnover
| 115.00% | | Average for Category:
| 91.53% |
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| Expense | RDISX | Category Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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