Laudus Funds Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 22.2 1.3 0.8 1.9 24.0
Category Average 20.4 2.7 0.4 2.0 22.4
Assets for Each Yr* 5.4 4.9 4.8 4.0 4.2
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 23.99 8.99 10.05

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,152 $100 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.8 46.38 1.10 Average
International Stock 3.8 51.48 1.19 Average
Municipal Bond --- --- --- ---
Taxable Bond 1.0 2.14 0.75 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 0 1
0 0 0
0 0 1
Asset Allocation %
Cash 2.5
Stocks 84.9
Bonds 10.9
Other 1.7
Annual Turnover % 68
% Assets in Top 10 17.8
 
Sector Breakdown (% of stocks) 
Sensitive 39.8
Communication Services 1.8
Energy 2.1
Industrials 12.8
Technology 23.2
Cyclical 41.7
Basic Materials 5.3
Consumer Cyclical 18.7
Financial Services 15.2
Real Estate 2.4
Defensive 18.4
Consumer Defensives 6.1
Healthcare 10.7
Utilities 1.6

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-13-17

  Sector YTD Return % % Net Assets  
  Amazon.com Inc* Consumer Cyclical 33.75 3.09
  Alphabet Inc A* Technology 27.18 2.79
  Microsoft Corp* Technology 26.59 2.55
  UnitedHealth Group Inc* Healthcare 21.62 1.88
  Visa Inc Class A* Financial Services 39.91 1.46
  The Priceline Group Inc* Consumer Cyclical 31.58 1.29
  Facebook Inc A* Technology 51.01 1.27
  Alexion Pharmaceuticals Inc* Healthcare 14.92 1.21
  Constellation Brands Inc A* Consumer Defensive 36.98 1.16
  Netflix Inc* Consumer Cyclical 61.14 1.08
  Bank of America Corporation* Financial Services 18.10 0.93
  The Home Depot Inc* Consumer Cyclical 24.66 0.84
  Autodesk Inc* Technology 61.64 0.83
  Celgene Corp* Healthcare 17.89 0.82
  Equifax Inc* Industrials -6.39 0.81
  Acuity Brands Inc Technology -29.43 0.78
  Apple Inc* Technology 37.13 0.74
  Biogen Inc* Healthcare 25.22 0.69
  Adobe Systems Inc* Technology 49.52 0.67
  Boston Scientific Corp* Healthcare 36.11 0.66
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Longest Manager Tenure | More
10-13-17

Fund Name Manager Name Average Manager Tenure
Laudus Mondrian Emerging Markets Ginny Chong 10
Laudus Mondrian International Equity Elizabeth A. Desmond 6
Laudus Mondrian Intl Govt Fxd Inc Instl David Wakefield 6
Laudus International MarketMasters Inv Trevor Gurwich 6
Laudus US Large Cap Growth Lawrence G. Kemp 4

Shortest Manager Tenure | More
10-13-17

Fund Name Manager Name Average Manager Tenure
Laudus Small-Cap MarketMasters Inv Omar Aguilar 4
Laudus US Large Cap Growth Lawrence G. Kemp 4
Laudus International MarketMasters Inv Trevor Gurwich 6
Laudus Mondrian Intl Govt Fxd Inc Instl David Wakefield 6
Laudus Mondrian International Equity Elizabeth A. Desmond 6
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