Laudus Rosenberg U.S. Discovery Instl
4 Orinda Way Building E Orinda, California 94563
Phone: 866-452-8387
| Category: |
Small Blend |
| Fund Family: |
Laudus Funds |
| Net Assets: |
635.32M |
| Year-to-Date Return: |
2.18% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
04-Sep-01 |
|
William E. Ricks
Lead Manager since
04-Sep-01 |
|
| 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 a return greater than that of the Russell 2500(TM) index. The fund normally invests at least 80% of net assets in securities of U.S. small and mid capitalization companies. It seeks to constructs a portfolio that is similar to Russell 2500(TM) index, which, as of June 30, 2007, included companies with market capitalizations between $125 million and $8.52 billion. |
| Last Dividend
(15-Dec-06):
|
0.03 |
| Last Cap Gain
(17-Dec-07):
|
1.48 |
| Annual Holdings Turnover
|
86.00% |
| Average for Category:
|
84.37% |
|
| Expense |
RDISX |
Category
Avg |
| Total Expense Ratio: |
0.97%
|
1.41% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.20% |
| Max Deferred Sales Load: |
0.00%
|
2.54% |
| 3 Yr Expense Projection*: |
$309 |
$599 |
| 5 Yr Expense Projection*: |
$536 |
$948 |
| 10 Yr Expense Projection*: |
$1,190 |
$1,904 |
|
|
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