Laudus Funds Fund Family Report
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  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return22.191.260.831.9322.13
    Category Average20.422.730.431.9920.33
    Assets for Each Yr*5.364.894.773.964.10
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 22.13 7.24 10.34

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,097 mil $100 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.8 46.74 1.10 Average
    International Stock 3.8 51.03 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 2.22 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-22-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 27.37 3.09
    Alphabet Inc A* Technology 19.03 2.79
    Microsoft Corp* Technology 21.63 2.55
    UnitedHealth Group Inc* Healthcare 21.94 1.88
    Visa Inc Class A* Financial Services 35.93 1.46
    The Priceline Group Inc* Consumer Cyclical 27.02 1.29
    Facebook Inc A* Technology 48.23 1.27
    Alexion Pharmaceuticals Inc* Healthcare 16.73 1.21
    Constellation Brands Inc A* Consumer Defensive 32.57 1.16
    Netflix Inc* Consumer Cyclical 51.33 1.08
    Bank of America Corporation* Financial Services 14.43 0.93
    The Home Depot Inc* Consumer Cyclical 21.30 0.84
    Autodesk Inc* Technology 51.03 0.83
    Celgene Corp* Healthcare 24.31 0.82
    Equifax Inc* Industrials -10.17 0.81
    Acuity Brands Inc* Technology -28.80 0.78
    Apple Inc* Technology 32.72 0.74
    Biogen Inc* Healthcare 18.46 0.69
    Adobe Systems Inc* Technology 44.24 0.67
    Boston Scientific Corp* Healthcare 33.38 0.66

    Best 5-Year Relative Performance | More
    09-22-17

    Worst 5-Year Relative Performance | More
    09-22-17

    Lowest Expenses | More
    09-22-17

    Longest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Mondrian Emer Ginny Chong 9.90
    Laudus Mondrian Inte Elizabeth A. Desmond 6.20
    Laudus Mondrian Intl David Wakefield 5.70
    Laudus International Trevor Gurwich 5.60
    Laudus US Large Cap Lawrence G. Kemp 4.00

    Shortest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Laudus Small-Cap Mar Omar Aguilar 3.70
    Laudus US Large Cap Lawrence G. Kemp 4.00
    Laudus International Trevor Gurwich 5.60
    Laudus Mondrian Intl David Wakefield 5.70
    Laudus Mondrian Inte Elizabeth A. Desmond 6.20