SWOIX - Laudus International MarketMasters Inv

Nasdaq - Nasdaq Delayed price. Currency in USD

Laudus International MarketMasters Inv

Schwab Capital Trust

101 Montgomery St

San Francisco, CA 94104

877-824-5615
Management information
Omar G. Aguilar,Lead manager since 19 May 2011
Kenneth McAtamney, Partner, is a co-portfolio manager for the Global Leaders and International Leaders strategies. He joined William Blair in 2005 and previously served as co-director of research, as well as mid-large cap Industrials and Healthcare analyst. Prior to joining William Blair, Mr. McAtamney was a Vice President for Goldman Sachs and Co., responsible for institutional equity research coverage for both international and domestic equity, and he was a Corporate Banking Officer with NBD Bank. Education: BA, Michigan State University; MBA, Indiana University.
Morningstar style box
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Morningstar category
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Fund overview

CategoryForeign Large Growth
Fund familyLaudus Funds
Net assets1.44B
YTD return8.24%
Yield1.09%
Morningstar rating★★★★
Inception date15 Oct 1996

Fund operations

Last dividend0.25
Last cap gain0.00
Holdings turnover69.00%
Average for categoryN/A

Fees and expenses

ExpenseSWOIXCategory average
Annual report expense ratio (net)1.40%1.11%
Prospectus net expense ratio1.40%N/A
Prospectus gross expense ratio1.61%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.34%
Max deferred sales loadN/A1.42%
3-yr expense projection443N/A
5-yr expense projection766N/A
10-yr expense projection1,680N/A
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