Laudus Small Cap Market Masters Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 4 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E+ (Sell)

U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.62 percent over the past year, 10.71 percent over the past three years, 16.49 percent over the past five years, and 7.00 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.3%
1 Year 19.6%
3 Years (Annualized) 10.7%
5 Years (Annualized) 16.5%
10 Years (Annualized) 7.0%

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of companies with small market capitalizations or investments with similar economic characteristics, such as futures. Companies with small market capitalizations generally are those with market capitalizations of $2.5 billion or less but may include companies with market capitalizations of up to $5 billion so long as the purchase of those securities would not cause the average weighted market capitalization of the fund to exceed $3 billion.

Fees

Fees are Above Average compared to funds in the same category.
Laudus Small Cap Market Masters Fund has an expense ratio of 1.20 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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