5 / 5 Stars
5 5 4 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#39 in Large Growth
U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 34.38 percent over the past year, 17.03 percent over the past three years, 25.78 percent over the past five years, and 10.69 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.0%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||25.8%|
|10 Years (Annualized)||10.7%|
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 are Average compared to funds in the same category.
Laudus U.S. Large Cap Growth Fund has an expense ratio of 0.78 percent.
Risk is Average compared to funds in the same category according to Morningstar.