Laudus Rosenberg U.S. Large Cap Inv
4 Orinda Way Building E Orinda, California 94563
Phone: 800-447-3332
| Category: |
Large Blend |
| Fund Family: |
Laudus Funds |
| Net Assets: |
10.18M |
| Year-to-Date Return: |
7.67% |
| Yield: |
0.45% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Jul-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: |
$100 |
| Min Initial Investment, IRA: |
$100 |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| 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):
|
0.06 |
| Last Cap Gain
(17-Dec-07):
|
2.11 |
| Annual Holdings Turnover
|
144.00% |
| Average for Category:
|
70.73% |
|
| Expense |
AXLVX |
Category
Avg |
| Total Expense Ratio: |
1.30%
|
1.12% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$418 |
$584 |
| 5 Yr Expense Projection*: |
$734 |
$899 |
| 10 Yr Expense Projection*: |
$1,632 |
$1,778 |
|
|
Help
0.10 (1.25%) 
Profile
