Laudus Funds Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return22.191.260.831.9320.98
    Category Average20.422.730.431.9919.11
    Assets for Each Yr*5.364.894.773.964.08
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 20.98 7.85 10.76

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,081 mil $100 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.8 46.60 1.10 Average
    International Stock 3.8 51.13 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 2.27 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-18-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 27.82 3.09
    Alphabet Inc A* Technology 16.88 2.79
    Microsoft Corp* Technology 18.54 2.55
    UnitedHealth Group Inc* Healthcare 20.09 1.88
    Visa Inc Class A* Financial Services 32.02 1.46
    The Priceline Group Inc* Consumer Cyclical 23.46 1.29
    Facebook Inc A* Technology 45.51 1.27
    Alexion Pharmaceuticals Inc* Healthcare 9.03 1.21
    Constellation Brands Inc A* Consumer Defensive 30.01 1.16
    Netflix Inc* Consumer Cyclical 34.52 1.08
    Bank of America Corporation* Financial Services 7.56 0.93
    The Home Depot Inc* Consumer Cyclical 11.33 0.84
    Autodesk Inc* Technology 46.68 0.83
    Celgene Corp* Healthcare 10.28 0.82
    Equifax Inc* Industrials 18.98 0.81
    Acuity Brands Inc* Technology -22.59 0.78
    Apple Inc* Technology 37.57 0.74
    Biogen Inc* Healthcare 5.52 0.69
    Adobe Systems Inc* Technology 43.73 0.67
    Boston Scientific Corp* Healthcare 24.32 0.66

    Best 5-Year Relative Performance | More
    08-18-17

    Worst 5-Year Relative Performance | More
    08-18-17

    Lowest Expenses | More
    08-18-17

    Longest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Mondrian Emer Ginny Chong 9.80
    Laudus Mondrian Intl Elizabeth A. Desmond 6.10
    Laudus Mondrian Intl David Wakefield 5.60
    Laudus International Trevor Gurwich 5.50
    Laudus US Large Cap Lawrence G. Kemp 3.90

    Shortest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Small-Cap Mar Omar Aguilar 3.60
    Laudus US Large Cap Lawrence G. Kemp 3.90
    Laudus International Trevor Gurwich 5.50
    Laudus Mondrian Intl David Wakefield 5.60
    Laudus Mondrian Intl Elizabeth A. Desmond 6.10