Laudus Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return3.741.2232.73-8.29--
    Category Average2.211.5428.65-7.836.39
    Assets for Each Yr*4.163.363.773.423.42
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -8.30 7.20 5.29

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,421 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 60.20 1.10 Average
    International Stock 3.7 39.80 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 5.55
    Microsoft Corp* Technology 6.05 3.86
    UnitedHealth Group Inc* Healthcare 6.58 2.72
    Netflix Inc* Consumer Cyclical 26.69 1.83
    Mastercard Inc A* Financial Services 7.25 1.48
    Ulta Beauty Inc* Consumer Cyclical 19.06 1.30
    Becton, Dickinson and Co* Healthcare 7.44 1.25
    Boston Scientific Corp* Healthcare 6.65 1.19
    PayPal Holdings Inc* Financial Services 8.36 0.96
    S&P Global Inc* Financial Services 11.00 0.83
    Xylem Inc* Industrials 6.73 0.76
    The Home Depot Inc* Consumer Cyclical 4.52 0.69
    Domino's Pizza Inc* Consumer Cyclical 7.85 0.61
    Texas Instruments Inc* Technology 5.21 0.61
    Zoetis Inc Class A* Healthcare -0.92 0.51
    Tesla Inc* Consumer Cyclical -9.18 0.34
    CNH Industrial NV* Industrials 11.73 0.23
    WNS (Holdings) Ltd ADR* Industrials 10.64 0.15
    Experian PLC* Industrials 2.41 0.11
    Globant SA* Technology 15.41 0.10

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus International Trevor Gurwich 6.50
    Laudus US Large Cap Lawrence G. Kemp 5.30
    Laudus Small-Cap Mar Omar Aguilar 5.00

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Small-Cap Mar Omar Aguilar 5.00
    Laudus US Large Cap Lawrence G. Kemp 5.30
    Laudus International Trevor Gurwich 6.50