Laudus Small-Cap MarketMasters Select
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Small Growth | | Fund Family: | Schwab Funds | | Net Assets: | 310.39M | | Year-to-Date Return: | 24.63% | | Yield: | 0.13% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Jun-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 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. |
| 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:
| 120.37% |
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| Expense | SWMSX | Category
Avg | | Total Expense Ratio: | 1.31%
| 1.60% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 415 | $675 | | 5 Yr Expense Projection*: |
$ 718 | $1,071 | | 10 Yr Expense Projection*: |
$ 1,579 | $2,161 |
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2.03% Nasdaq 
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