Laudus Mondrian Intl Fixed Income Inv
4 Orinda Way Building E Orinda, California 94563
Map
Phone: 800-447-3332
| Category: | World Bond | | Fund Family: | Laudus Funds | | Net Assets: | 23.91M | | Year-to-Date Return: | 3.51% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 05-Nov-07 |
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Christopher A. Moth
Lead Manager since
05-Nov-07 | | | Moth is a director and chief investment officer at Mondrian Investment Partners Ltd.. He joined Mondrian in 1992. Previously, he worked at the Guardian Royal Exchange in an actuarial capacity where he was responsible for technical analysis, quantitative models, and projections. Moth has been awarded a certificate in Finance & Investment from the Institute of America in London. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $0 | | 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 long-term total return consistent with its value-oriented investment approach. The fund invests primarily in fixed-income securities that may also provide the potential for capital appreciation. It invests at least 80% of net assets in fixed-income securities. The fund may invest up to 5% of assets in emerging-markets. It may invest in zero coupon bonds, and in the debt securities of supranational entities denominated in any currency. The fund may invest in securities guaranteed as to the payment of principal and interest by the U.S. government. It is nondiversified. |
| Last Dividend
(30-Jun-08):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 1.00% | | Average for Category:
| 236.70% |
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| Expense | LIFIX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.18% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.38% | | Max Deferred Sales Load: | 0.00%
| 2.53% | | 3 Yr Expense Projection*: |
$401 | $544 | | 5 Yr Expense Projection*: |
$N/A | $857 | | 10 Yr Expense Projection*: |
$N/A | $1,731 |
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