Laudus International MarketMasters Sel 101 Montgomery St San Francisco CA 94104 Map
Phone: 800-435-4000
| Category: | Foreign Large Growth | | Fund Family: | Schwab Funds | | Net Assets: | 880.07M | | Year-to-Date Return: | -17.27% | | Yield: | 0.65% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Apr-04 |
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Ormala Krishnan
Lead Manager since
30-Dec-03 | | | Krishnan is a portfolio manager with Delaware International Advisers. Before joining Delaware International in 2000, she was an investment consultant with William M. Mercer, London. In 1993, she began her investment career with Koeneman Capital Management, Singapore, building quantitative investment models before becoming a portfolio manager with country responsibilities for Japan, Thailand and Indonesia equity markets. |
| 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 |
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| The investment seeks long-term capital appreciation. The fund normally invests a substantial amount of assets in equity securities of companies outside the United States. It expects to invest in companies across market capitalization ranges. The fund typically focuses on developed markets but may invest in companies from emerging markets as well. |
| Last Dividend
(17-Dec-07):
| 0.13 | | Last Cap Gain
(17-Dec-07):
| 2.03 | | Annual Holdings Turnover
| 71.00% | | Average for Category:
| 85.21% |
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| Expense | SWMIX | Category Avg | | Total Expense Ratio: | 1.44%
| 1.54% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.32% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$480 | $728 | | 5 Yr Expense Projection*: |
$833 | $1,133 | | 10 Yr Expense Projection*: |
$1,829 | $2,191 |
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