Laudus Large Cap Fund Quote

LGILX Fund  USD 25.96  0.22  0.84%   


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Odds Of Distress

Less than 20

Laudus Large is trading at 25.96 as of the 21st of June 2024; that is -0.84% down since the beginning of the trading day. The fund's open price was 26.18. Laudus Large has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Laudus Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of April 2024 and ending today, the 21st of June 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of U.S. large capitalization companies. The adviser defines large capitalization companies as those with a market capitalization of at least 3 billion at the time of investment. More on Laudus Large Cap

Moving together with Laudus Mutual Fund

  0.92SWBRX Schwab Target 2010PairCorr
  0.9SWCGX Schwab MarkettrackPairCorr
  0.98SWANX Schwab E EquityPairCorr

Laudus Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Large Growth Funds, Large Growth, Schwab Funds (View all Sectors)
Update Date30th of June 2024
Expense Ratio Date5th of June 2023
Fiscal Year EndMarch
Laudus Large Cap [LGILX] is traded in USA and was established 21st of June 2024. Laudus Large is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Schwab Funds family. This fund now has accumulated 2.06 B in assets with no minimum investment requirementsLaudus Large Cap is currently producing year-to-date (YTD) return of 22.1%, while the total return for the last 3 years was 7.06%.
Check Laudus Large Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Laudus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Laudus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Laudus Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Laudus Large Cap Mutual Fund Constituents

BACBank of AmericaStockFinancials
NKENike IncStockConsumer Discretionary
UNHUnitedHealth Group IncorporatedStockHealth Care
INTUIntuit IncStockInformation Technology
VVisa Class AStockFinancials
TCTZFTencent HoldingsPink SheetInternet Content & Information
SPGISP GlobalStockFinancials
NOWServiceNowStockInformation Technology
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Laudus Large Top Holders

SWNRXSchwab Target 2050Mutual FundTarget-Date 2050
SWQRXSchwab Target 2065Mutual FundTarget-Date 2060+
SWOBXSchwab Balanced FundMutual FundAllocation--50% to 70% Equity
SWERXSchwab Target 2040Mutual FundTarget-Date 2040
SWPRXSchwab Target 2060Mutual FundTarget-Date 2060+
SWORXSchwab Target 2055Mutual FundTarget-Date 2055
SWMRXSchwab Target 2045Mutual FundTarget-Date 2045
SRIFXFundx Sustainable ImpactMutual FundLarge Growth
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Laudus Large Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Laudus Large market risk premium is the additional return an investor will receive from holding Laudus Large long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Laudus Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Laudus Large's alpha and beta are two of the key measurements used to evaluate Laudus Large's performance over the market, the standard measures of volatility play an important role as well.

Laudus Large Against Markets

Other Information on Investing in Laudus Mutual Fund

Laudus Large financial ratios help investors to determine whether Laudus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Laudus with respect to the benefits of owning Laudus Large security.
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