SWMSX: Profile for LAUDUS SMALL CAP MARKETMASTERS

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.

INVESTMENT INFORMATION

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

SWMSX can be purchased from brokerages.

FUND SUMMARY

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of companies with small market capitalizations or investments with similar economic characteristics, such as futures. Companies with small market capitalizations generally are those with market capitalizations of $2.5 billion or less but may include companies with market capitalizations of up to $5 billion so long as the purchase of those securities would not cause the average weighted market capitalization of the fund to exceed $3 billion.

FUND OPERATIONS

Last Dividend (17-Dec-08):	0.01
Last Cap Gain (17-Dec-07):	0.33
Annual Holdings Turnover	YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category:	133.38%

FEES & EXPENSES

Expense	SWMSX	Category Avg
Total Expense Ratio:	%	1.61%
Max 12b1 Fee:	%	N/A
Max Front End Sales Load:	%	5.39%
Max Deferred Sales Load:	%	2.63%
3 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$692
5 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$1,096
10 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$2,202

* Per $10,000 invested

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