Laudus Rosenberg U.S. Small Cap Inv
4 Orinda Way Building E Orinda, California 94563
Map
Phone: 800-447-3332
| Category: | Small Blend | | Fund Family: | Laudus Funds | | Net Assets: | 166.89M | | Year-to-Date Return: | -13.84% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Oct-96 |
|
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 |
|
| |
| The investment seeks a return with capital appreciation and current income that are greater than that of the Russell 2000(R) index. The fund normally invests at least 80% of net assets in in securities of U.S. Small Capitalization companies. It seeks to match the capitalization profile of the Russell 2000(R) index. The fund invests primarily in the common stocks of smaller companies that are traded principally in the markets of the United States. |
| Last Dividend
(8-Dec-03):
| 0.02 | | Last Cap Gain
(17-Dec-07):
| 2.00 | | Annual Holdings Turnover
| 68.00% | | Average for Category:
| 92.83% |
|
| Expense | BRSCX | Category
Avg | | Total Expense Ratio: | 1.43%
| 1.39% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$418 | $592 | | 5 Yr Expense Projection*: |
$723 | $968 | | 10 Yr Expense Projection*: |
$1,590 | $1,933 |
|
|
11.08% Nasdaq 0.00%
Profile
