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Laudus U.S. Large Cap Growth Fund (LGILX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.66+0.05 (+0.24%)
At close: 08:01PM EDT
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Laudus U.S. Large Cap Growth Fund

Laudus Trust

211 Main Street

San Francisco CA 94105

877-824-5615
Management Information
Lawrence Kemp,Lead Manager since October 3, 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.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyLaudus Funds
Net Assets3.45B
YTD Return-15.85%
Yield0.00%
Morningstar Rating★★★★
Inception DateOct 13, 1997

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover37.00%
Average for CategoryN/A

Fees & Expenses

ExpenseLGILXCategory Average
Annual Report Expense Ratio (net)0.74%0.99%
Prospectus Net Expense Ratio0.74%N/A
Prospectus Gross Expense Ratio0.74%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection237N/A
5 Yr Expense Projection411N/A
10 Yr Expense Projection918N/A
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