Laudus International MarketMasters Sel
101 Montgomery St San Francisco CA 94104
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Phone: 800-435-4000
| Category: | Foreign Large Growth | | Fund Family: | Schwab Funds | | Net Assets: | 650.97M | | Year-to-Date Return: | 44.05% | | Yield: | 3.43% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Apr-04 |
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Jeffrey Mortimer
Lead Manager since
13-Oct-97 | | | Mortimer is a senior vice president and chief investment officer, equities, of Charles Schwab Investment Management inc. Prior to joining the firm in October 1997, he worked for more than eight years in asset management. Mortimer holds the Chartered Financial Analyst designation. |
| 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 normally invests a substantial amount of assets in equity securities of companies outside the United States. It expects to invest in companies across market capitalization ranges. The fund typically focuses on developed markets but may invest in companies from emerging markets as well. |
| Last Dividend
(17-Dec-08):
| 0.54 | | Last Cap Gain
(17-Dec-07):
| 2.03 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 98.56% |
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| Expense | SWMIX | Category
Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.40% | | Max Deferred Sales Load: | %
| 2.38% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $680 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,084 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,185 |
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