Laudus International MarketMasters Sel (SWMIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Laudus International MarketMasters Sel
San Francisco, CA 94105
211 Main Street
Schwab Capital Trust
Management information
,Lead manager since 27 February 2018
Pratik Patel, is a portfolio manager for American Century Investments®.He joined American Century Investments in 2009 from Mackay Shields, where he was an international equity analyst, covering European small- and mid-cap companies. Prior to Mackay Shields, Mr. Patel was a portfolio manager and equity analyst for Fiduciary Trust Company International, also focused on European small- and mid-cap companies. He has worked in the industry since 1998.
Mr. Patel has a bachelor's degree in finance and international business from New York University.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Growth
Fund familySchwab Funds
Net assets1.05B
YTD return3.96%
Yield1.66%
Morningstar rating★★
Inception date1 Apr 2004
Fund operations
Last dividend0.34
Last cap gain-11.00
Holdings turnover63.00%
Average for categoryN/A
Fees and expenses
ExpenseSWMIXCategory average
Annual report expense ratio (net)0.85%1.05%
Prospectus net expense ratio0.85%N/A
Prospectus gross expense ratio0.85%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.20%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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