Laudus Rosenberg Long/Short Eq Inv
4 Orinda Way Building E Orinda, California 94563
Map
Phone: 800-447-3332
| Category: | Long-Short | | Fund Family: | Laudus Funds | | Net Assets: | 12.34M | | Year-to-Date Return: | -3.14% | | Yield: | 2.42% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Dec-97 |
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William E. Ricks
Lead Manager since
30-Jul-99 | | | 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 |
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| The investment seeks capital appreciation while limiting exposure to general equity market risk. The fund normally invests at least 80% of assets in equity securities. It primarily invests in stocks that management believes to be undervalued, as well as short positions in stocks believed to be overvalued. The fund attempts to provide neutral exposure to specific industries and capitalization ranges. |
| Last Dividend
(17-Dec-07):
| 0.25 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 129.00% | | Average for Category:
| 294.11% |
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| Expense | BRMIX | Category
Avg | | Total Expense Ratio: | 3.29%
| 2.25% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.46% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$1,021 | $1,003 | | 5 Yr Expense Projection*: |
$1,731 | $1,719 | | 10 Yr Expense Projection*: |
$3,613 | $3,411 |
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1.47% Nasdaq 
0.02 (0.20%) 
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