Laudus Funds Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return3.741.2232.73-8.299.26
    Category Average2.211.5428.65-7.838.37
    Assets for Each Yr*4.163.363.773.423.63
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.26 13.25 7.93

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,626 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 60.19 1.10 Average
    International Stock 4.0 39.81 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    Boston Scientific Corp* Healthcare 12.79 1.26
    Intuit Inc* Technology 19.43 1.24
    Constellation Brands Inc A* Consumer Defensive 9.10 0.96
    Illumina Inc* Healthcare 0.78 0.93
    CME Group Inc Class A* Financial Services -7.35 0.79
    Centene Corp* Healthcare 11.73 0.78
    Vertex Pharmaceuticals Inc* Healthcare 12.76 0.70
    NVIDIA Corp* Technology 17.33 0.64
    Nike Inc B* Consumer Cyclical 14.07 0.62
    Zoetis Inc Class A* Healthcare 11.15 0.51
    IAC/InterActiveCorp* Technology 19.05 0.46
    Activision Blizzard Inc* Technology -4.49 0.42
    Tesla Inc* Consumer Cyclical -8.16 0.41
    CNH Industrial NV* Industrials 14.66 0.26
    Globant SA* Technology 26.47 0.12
    Bank of N.T Butterfield & Son Lt* Financial Services 14.90 0.01
    CRH PLC* Basic Materials 21.79 0.00
    BeiGene Ltd ADR* Healthcare -0.95 0.00

    Best 5-Year Relative Performance | More
    02-19-19

    Worst 5-Year Relative Performance | More
    02-19-19

    Lowest Expenses | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus International Trevor Gurwich 6.60
    Laudus US Large Cap Lawrence G. Kemp 5.40
    Laudus Small-Cap Mar Omar Aguilar 5.10

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Small-Cap Mar Omar Aguilar 5.10
    Laudus US Large Cap Lawrence G. Kemp 5.40
    Laudus International Trevor Gurwich 6.60