| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#36 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 8.06 percent over the past year, 13.13 percent over the past three years, 6.68 percent over the past five years, and 10.53 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.9% |
| 1 Year | 8.1% |
| 3 Years (Annualized) | 13.1% |
| 5 Years (Annualized) | 6.7% |
| 10 Years (Annualized) | 10.5% |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of U.S. large capitalization companies. It defines large capitalization companies as those with a market capitalization of at least $3 billion at the time of investment. In addition, up to 20% of the fund's net assets may be invested in foreign equity securities. Investments in equity securities include common stock and preferred stock. It may, but is not required to, use derivative instruments for risk management purposes or as part of the fund's investment strategies.
Fees
Fees are Average compared to funds in the same category.
Laudus Growth Investors US Large Cap Growth Fund has an expense ratio of 0.78 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
