Laudus U.S. MarketMasters Inv
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Large Blend | | Fund Family: | Schwab Funds | | Net Assets: | 102.93M | | Year-to-Date Return: | -12.34% | | Yield: | 0.26% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Nov-96 |
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Connor Browne
Lead Manager since
25-May-06 | | | Browne is a managing director of thornburg. He joined Thornburg Investment Management in August of 2001 as an associate portfolio manager and was named a managing director in 2005. His responsibilities also include portfolio management, research, and analysis of companies for investment. Browne holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100 | | 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 capital growth. The fund normally invests at least 80% of net assets in equity securities of U.S. companies or investments with similar economic characteristics, such as futures. It expects to invest a majority of assets in large- and mid-cap companies, but also may invest in small-cap companies. |
| Last Dividend
(17-Dec-07):
| 0.03 | | Last Cap Gain
(28-Dec-00):
| 1.40 | | Annual Holdings Turnover
| 60.00% | | Average for Category:
| 71.12% |
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| Expense | SWOGX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$401 | $576 | | 5 Yr Expense Projection*: |
$695 | $875 | | 10 Yr Expense Projection*: |
$1,532 | $1,735 |
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1.47% Nasdaq 
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