Laudus Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return1.260.831.9331.38--
    Category Average2.740.312.3328.413.82
    Assets for Each Yr*4.894.773.964.304.30
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 31.39 10.53 10.81

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,300 mil $100 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 46.98 1.10 Average
    International Stock 3.9 51.08 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 1.94 0.75 Average
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 10.59 3.57
    Alphabet Inc A* Technology 7.84 3.23
    Microsoft Corp* Technology 5.33 2.96
    UnitedHealth Group Inc* Healthcare 10.30 2.18
    Visa Inc Class A* Financial Services 7.97 1.68
    The Priceline Group Inc* Consumer Cyclical 10.87 1.49
    Facebook Inc A* Technology 1.89 1.48
    Alexion Pharmaceuticals Inc* Healthcare 0.64 1.40
    Constellation Brands Inc A* Consumer Defensive -4.94 1.35
    Netflix Inc* Consumer Cyclical 14.78 1.25
    Bank of America Corporation* Financial Services 6.64 1.08
    The Home Depot Inc* Consumer Cyclical 4.64 0.98
    Autodesk Inc* Technology 7.36 0.96
    Celgene Corp* Healthcare -2.53 0.95
    Equifax Inc* Industrials 4.17 0.94
    Acuity Brands Inc* Technology -8.24 0.90
    Apple Inc* Technology 5.93 0.86
    Adobe Systems Inc* Technology 11.96 0.77
    Boston Scientific Corp* Healthcare 10.53 0.77
    Nike Inc B* Consumer Cyclical 2.49 0.73

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

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

    Lowest Expenses | More
    01-18-18

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Mondrian Emer Ginny Chong 10.20
    Laudus Mondrian Inte Elizabeth A. Desmond 6.50
    Laudus International Trevor Gurwich 6.20
    Laudus Mondrian Intl David Wakefield 6.10
    Laudus US Large Cap Lawrence G. Kemp 4.30

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Small-Cap Mar Omar Aguilar 4.00
    Laudus US Large Cap Lawrence G. Kemp 4.30
    Laudus Mondrian Intl David Wakefield 6.10
    Laudus International Trevor Gurwich 6.20
    Laudus Mondrian Inte Elizabeth A. Desmond 6.50