Laudus Rosenberg U.S. Large Cap Inv
4 Orinda Way Building E Orinda, California 94563
Map
Phone: 800-447-3332
| Category: | Large Blend | | Fund Family: | Laudus Funds | | Net Assets: | 9.20M | | Year-to-Date Return: | -12.58% | | Yield: | 0.50% | | 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
| 166.00% | | Average for Category:
| 71.12% |
|
| Expense | AXLVX | Category
Avg | | Total Expense Ratio: | 1.31%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$411 | $576 | | 5 Yr Expense Projection*: |
$728 | $875 | | 10 Yr Expense Projection*: |
$1,626 | $1,735 |
|
|
0.29% Nasdaq 
0.14%
Profile
