Laudus Funds Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return22.191.260.831.9329.62
    Category Average20.292.740.312.3326.88
    Assets for Each Yr*5.364.894.773.964.32
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 29.62 9.44 10.88

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,316 mil $100 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 47.51 1.10 Average
    International Stock 3.9 50.50 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 1.99 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 54.96 3.09
    Alphabet Inc A* Technology 32.42 2.79
    Microsoft Corp* Technology 37.99 2.55
    UnitedHealth Group Inc* Healthcare 41.71 1.88
    Visa Inc Class A* Financial Services 45.21 1.46
    The Priceline Group Inc* Consumer Cyclical 17.31 1.29
    Facebook Inc A* Technology 55.58 1.27
    Alexion Pharmaceuticals Inc* Healthcare -6.45 1.21
    Constellation Brands Inc A* Consumer Defensive 43.46 1.16
    Netflix Inc* Consumer Cyclical 52.29 1.08
    Bank of America Corporation* Financial Services 33.21 0.93
    The Home Depot Inc* Consumer Cyclical 39.45 0.84
    Autodesk Inc* Technology 44.79 0.83
    Celgene Corp* Healthcare -8.35 0.82
    Equifax Inc* Industrials 0.62 0.81
    Acuity Brands Inc* Technology -25.42 0.78
    Apple Inc* Technology 48.36 0.74
    Biogen Inc* Healthcare 21.03 0.69
    Adobe Systems Inc* Technology 68.60 0.67
    Boston Scientific Corp* Healthcare 19.14 0.66

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Lowest Expenses | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Mondrian Emer Ginny Chong 10.10
    Laudus Mondrian Inte Elizabeth A. Desmond 6.40
    Laudus International Trevor Gurwich 6.10
    Laudus Mondrian Intl David Wakefield 5.90
    Laudus US Large Cap Lawrence G. Kemp 4.20

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Small-Cap Mar Omar Aguilar 3.90
    Laudus US Large Cap Lawrence G. Kemp 4.20
    Laudus Mondrian Intl David Wakefield 5.90
    Laudus International Trevor Gurwich 6.10
    Laudus Mondrian Inte Elizabeth A. Desmond 6.40