Laudus Funds Fund Family Report
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  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return22.191.260.831.9327.77
    Category Average20.292.740.312.3324.87
    Assets for Each Yr*5.364.894.773.964.26
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 27.77 9.40 11.02

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,262 mil $100 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.8 47.01 1.10 Average
    International Stock 3.8 50.97 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 2.02 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-17-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 50.68 3.09
    Alphabet Inc A* Technology 30.72 2.79
    Microsoft Corp* Technology 35.16 2.55
    UnitedHealth Group Inc* Healthcare 32.48 1.88
    Visa Inc Class A* Financial Services 41.64 1.46
    The Priceline Group Inc* Consumer Cyclical 19.18 1.29
    Facebook Inc A* Technology 55.58 1.27
    Alexion Pharmaceuticals Inc* Healthcare -9.38 1.21
    Constellation Brands Inc A* Consumer Defensive 42.36 1.16
    Netflix Inc* Consumer Cyclical 56.06 1.08
    Bank of America Corporation* Financial Services 21.67 0.93
    The Home Depot Inc* Consumer Cyclical 27.10 0.84
    Autodesk Inc* Technology 72.26 0.83
    Celgene Corp* Healthcare -10.06 0.82
    Equifax Inc* Industrials -4.81 0.81
    Acuity Brands Inc* Technology -29.68 0.78
    Apple Inc* Technology 49.03 0.74
    Biogen Inc* Healthcare 16.87 0.69
    Adobe Systems Inc* Technology 77.02 0.67
    Boston Scientific Corp* Healthcare 30.65 0.66

    Best 5-Year Relative Performance | More
    11-17-17

    Worst 5-Year Relative Performance | More
    11-17-17

    Lowest Expenses | More
    11-17-17

    Longest Manager Tenure | More
    11-17-17

    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 5.90
    Laudus International Trevor Gurwich 5.80
    Laudus US Large Cap Lawrence G. Kemp 4.10

    Shortest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Small-Cap Mar Omar Aguilar 3.90
    Laudus US Large Cap Lawrence G. Kemp 4.10
    Laudus International Trevor Gurwich 5.80
    Laudus Mondrian Intl David Wakefield 5.90
    Laudus Mondrian Inte Elizabeth A. Desmond 6.30