Laudus Rosenberg U.S. Large Cap Instl
4 Orinda Way Building E Orinda, California 94563
Phone: 866-452-8367
| Category: |
Large Blend |
| Fund Family: |
Laudus Funds |
| Net Assets: |
88.87M |
| Year-to-Date Return: |
7.93% |
| Yield: |
0.75% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
20-Jun-02 |
|
William E. Ricks
Lead Manager since
20-Jun-02 |
|
| Ricks is Americas chief executive and chief investment oficer at AXA Rosenberg. He has worked in investment management with AXA Rosenberg since 1989. |
| Min Initial Investment: |
$50,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks total return greater than the Russell 1000 index. The fund normally invests at least 80% of net assets in the securities of U.S. large capitalization companies. It seeks to constructs a portfolio that is similar to Russell 1000(R) index, which, as of June 30, 2007, included companies with market capitalizations between $1.47 billion and $472.5 billion. |
| Last Dividend
(17-Dec-07):
|
0.10 |
| Last Cap Gain
(17-Dec-07):
|
2.11 |
| Annual Holdings Turnover
|
144.00% |
| Average for Category:
|
70.73% |
|
| Expense |
AXLIX |
Category
Avg |
| Total Expense Ratio: |
1.00%
|
1.12% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$316 |
$584 |
| 5 Yr Expense Projection*: |
$550 |
$899 |
| 10 Yr Expense Projection*: |
$1,223 |
$1,778 |
|
|
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