Laudus International MarketMasters Fund™ - Investor Shares

 (MUTF:SWOIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.33%  
1 week
   
-0.33%  
4 week   +0.94%
   
3 month   +5.93%
   
YTD   +28.87%
   
1 year   +25.38%
   
3 years*   +10.31%
   
5 years*   +9.73%
   
*annualized
Best 3 month return+39.35%  
Worst 3 month return-39.30%  

Morningstar statistics

Morningstar category: Foreign Large Growth
  Return Risk Rating
3 years Above Average Average
5 years Above Average Average
10 years High Average
Overall High Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.72B 
Front load-  
Deferred load-  
Expense ratio1.40%  
Management fee-  
Fund familyLaudus Funds 

Asset allocation

Cash2.68%  
Stocks94.14%  
Bonds0.00%  
Other3.18%  

Purchase information

Initial$100  
26.78-0.09(-0.33%)
Oct 18, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund normally invests a substantial amount of its assets in equity securities of companies outside the United States. The adviser expects to invest in companies across all market capitalization ranges. It typically focuses on developed markets, but may invest in companies from emerging markets as well. The fund may use derivatives, primarily futures contracts, to seek returns on the fund's otherwise uninvested cash assets. The investment managers may use futures contracts as a substitute for investing directly in an underlying asset or to increase returns.
Fund filings (PDF) »
Asset managers:
Ormala Krishnan (Started: May 25, 2006)
Thomas Durante (Started: Dec 8, 2011)
Trevor Gurwich (Started: Feb 28, 2006)
Omar Aguilar (Started: May 20, 2011)
Stephanie Braming (Started: Feb 25, 2016)
Frances Cuthbert (Started: Feb 28, 2012)
Aidan Nicholson (Started: Feb 28, 2012)
Michael Manelli (Started: Dec 31, 2016)
Simon Fennell (Started: May 1, 2013)
Jane Shi (Started: Feb 28, 2017)
David Herro (Started: Feb 28, 2006)
Federico Laffan (Started: Oct 9, 2014)
Jeffrey Urbina (Started: May 1, 2013)
Richard Brown (Started: Dec 8, 2011)
Karen Wong (Started: Dec 8, 2011)
Advisor Company:
Charles Schwab Investment Management Inc
Fund family reports on Morningstar »
Laudus Funds, PO Box 8032, Boston MA 02266, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.06 3.76 3.24 2.64
Beta* 1.16 0.86 0.91 0.99
Mean annual return 1.74 0.70 0.83 0.48
R-squared* 87.30 88.60 89.40 96.38
Standard deviation 8.19 11.18 11.07 19.14
Sharpe ratio 2.47 0.72 0.88 0.28
* Against standard index

Top 10 holdings

Security Net Assets  
Msci Eafe Dec17 Ifus 20171215 1.45%  
Glencore PLC (GLCNF) 1.39%  
BNP Paribas (BNPQF) 1.33%  
Lloyds Banking Group PLC (LLDTF) 1.24%  
Daimler AG (DDAIF) 1.24%  
Credit Suisse Group AG (CSGKF) 1.18%  
Bayerische Motoren Werke AG (BAMXF) 1.04%  
Allianz SE (ALIZF) 0.94%  
Hennes & Mauritz AB B (HMRZF) 0.93%  
Toyota Motor Corp (TOYOF) 0.91%