2 / 5 Stars
1 1 2 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#160 in Small Growth
U.S. News evaluated 215 Small 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 21.61 percent over the past year, 10.99 percent over the past three years, 18.75 percent over the past five years, and 6.42 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||18.8%|
|10 Years (Annualized)||6.4%|
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 are Above Average compared to funds in the same category.
Laudus Small Cap Market Masters Fund has an expense ratio of 1.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.