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
    02-22-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc A* Technology 6.85 2.19
    UnitedHealth Group Inc* Healthcare 7.22 2.12
    Boston Scientific Corp* Healthcare 14.66 1.26
    Intuit Inc* Technology 27.72 1.24
    CoStar Group Inc* RealEstate 22.08 1.23
    Constellation Brands Inc A* Consumer Defensive 5.58 0.96
    SBA Communications Corp* Communication Services 12.76 0.96
    Illumina Inc* Healthcare 0.38 0.93
    Intuitive Surgical Inc* Healthcare 15.23 0.88
    Union Pacific Corp* Industrials 23.03 0.88
    CME Group Inc Class A* Financial Services -5.35 0.79
    Centene Corp* Healthcare 11.03 0.78
    Berkshire Hathaway Inc B* Financial Services -1.11 0.68
    NVIDIA Corp* Technology 19.24 0.64
    Nike Inc B* Consumer Cyclical 14.32 0.62
    Domino's Pizza Inc* Consumer Cyclical 5.13 0.55
    Zoetis Inc Class A* Healthcare 10.79 0.51
    Apple Inc* Technology 10.12 0.47
    IAC/InterActiveCorp* Technology 19.69 0.46
    Tesla Inc* Consumer Cyclical -11.45 0.41

    Best 5-Year Relative Performance | More
    02-22-19

    Worst 5-Year Relative Performance | More
    02-22-19

    Lowest Expenses | More
    02-22-19

    Highest Expenses | More
    02-22-19

    Longest Manager Tenure | More
    02-22-19

    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
    02-22-19

    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