Laudus Funds Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return22.191.260.831.9323.99
    Category Average20.422.730.431.9922.37
    Assets for Each Yr*5.364.894.773.964.15
    *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 mil $100 0.00 100.00
    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.

    Top 20 US Holdings | Get Price Quotes
    10-18-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 32.96 3.09
    Alphabet Inc A* Technology 27.80 2.79
    Microsoft Corp* Technology 26.78 2.55
    UnitedHealth Group Inc* Healthcare 29.56 1.88
    Visa Inc Class A* Financial Services 38.80 1.46
    The Priceline Group Inc* Consumer Cyclical 32.46 1.29
    Facebook Inc A* Technology 53.00 1.27
    Alexion Pharmaceuticals Inc* Healthcare 14.62 1.21
    Constellation Brands Inc A* Consumer Defensive 39.08 1.16
    Netflix Inc* Consumer Cyclical 57.95 1.08
    Bank of America Corporation* Financial Services 21.04 0.93
    The Home Depot Inc* Consumer Cyclical 23.90 0.84
    Autodesk Inc* Technology 60.17 0.83
    Celgene Corp* Healthcare 18.51 0.82
    Equifax Inc* Industrials -5.45 0.81
    Acuity Brands Inc* Technology -29.53 0.78
    Apple Inc* Technology 39.52 0.74
    Biogen Inc* Healthcare 27.67 0.69
    Adobe Systems Inc* Technology 48.62 0.67
    Boston Scientific Corp* Healthcare 36.48 0.66

    Best 5-Year Relative Performance | More
    10-18-17

    Worst 5-Year Relative Performance | More
    10-18-17

    Lowest Expenses | More
    10-18-17

    Longest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Mondrian Emer Ginny Chong 10.00
    Laudus Mondrian Inte Elizabeth A. Desmond 6.30
    Laudus Mondrian Intl David Wakefield 5.80
    Laudus International Trevor Gurwich 5.70
    Laudus US Large Cap Lawrence G. Kemp 4.00

    Shortest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Small-Cap Mar Omar Aguilar 3.80
    Laudus US Large Cap Lawrence G. Kemp 4.00
    Laudus International Trevor Gurwich 5.70
    Laudus Mondrian Intl David Wakefield 5.80
    Laudus Mondrian Inte Elizabeth A. Desmond 6.30