Laudus Rosenberg Intl Small Cap InvRISIX

Morningstar Rating

Fund Research and Analysis

by Gregg Wolper

Laudus Rosenberg International Small Cap asks a lot of shareholders.

Many funds that use quantitative models as the foundation of their research process, such as American Century's growth portfolios, supplement the output with layers of fundamental Read more

Kudos

Consistent strategy. Read more

Risks

Fairly high turnover rate can lower returns when calculated after taxes.

Costs more than median level for foreign small-cap funds, though expense ratio has fallen.

Did not handle the recent bear market well. Read more

Strategy

This fund's portfolio is built by a quantitative model that ranks about 18,000 stocks around the world. The fund's goal is to find undervalued companies that will have greater future earnings than the Read more

Management

This quantitative fund lists William E. Ricks as its manager, but a spokesman at subadvisor AXA Rosenberg said that was only because the firm interpreted SEC rules as requiring the fund to list a manager. In reality, the fund has no single portfolio Read more

Inside Scoop

This fund uses a fully quantitative process to pick undervalued smaller companies outside of the United States. It does not hedge its currency exposure. It instituted a Read more

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