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Mutual Fund Insights: Laudus Rosenberg US Discovery Sel Fund (RDISX)

In-depth Analysis of Laudus Rosenberg US Discovery Sel Fund (RDISX)

Mutual fund chart: Laudus Rosenberg US Discovery Sel Fund (RDISX)

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See Laudus Rosenberg US Discovery Sel Fund (RDISX) performance details as of February 28, 2010

  

    Last Trade: $14.33 on 3/19/2010, Change: -0.12 (-0.83%)
Experiment our closing price forecasting tool for Laudus Rosenberg US Discovery Sel Fund (RDISX) (alpha release)

  

Fund Manager - William E. Ricks

Fund Manager Tenure: 8.6 years
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
William E. Ricks is Americas Chief Executive and Chief Investment Officer at AXA Rosenberg. William E. Ricks has worked in investment management with AXA Rosenberg since 1989, including trading, operations, portfolio engineering, and portfolio construction.  Get more insights on William E. Ricks

  

What we like about Laudus Rosenberg US Discovery Sel Fund (RDISX) What we like about Laudus Rosenberg US Discovery Sel Fund (RDISX)

Data for Laudus Rosenberg US Discovery Sel Fund (RDISX) as of February 28, 2010

  • Laudus Rosenberg US Discovery Sel Fund (RDISX) management has been with Laudus Rosenberg US Discovery Sel Fund for 8.6 years
  • Laudus Rosenberg US Discovery Sel Fund (RDISX) has good mid-term performance (3-year return -8.80% vs -6.15 % Small Blend category average)
  • Laudus Rosenberg US Discovery Sel Fund (RDISX) ratio of up-years vs down years is greater than 2
  • Laudus Rosenberg US Discovery Sel Fund (RDISX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.15, lower than category average of 25.44
  • Laudus Rosenberg US Discovery Sel Fund (RDISX) has a lower management fee than its Small Blend average: 0.99% vs 1.53%
  • Laudus Rosenberg US Discovery Sel Fund (RDISX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Laudus Rosenberg US Discovery Sel Fund (RDISX) What we are cautious about Laudus Rosenberg US Discovery Sel Fund (RDISX)

Data for Laudus Rosenberg US Discovery Sel Fund (RDISX) as of February 28, 2010

  • Laudus Rosenberg US Discovery Sel Fund (RDISX) has a less-than-ideal short-term performance (1-year return 51.46% vs 67.42 % Small Blend category average)
  • Laudus Rosenberg US Discovery Sel Fund (RDISX) has a less-than-ideal Long-term performance (5-year return -1.19% vs 0.83 % Small Blend category average)
  • Laudus Rosenberg US Discovery Sel Fund (RDISX) has a Morningstar rating of 3 and below
  • Laudus Rosenberg US Discovery Sel Fund (RDISX) is less safe compared to its Small Blend peers
  • Laudus Rosenberg US Discovery Sel Fund (RDISX) has an annual stock turnover rate of 115.00% that is higher than the Small Blend average of 97.63%. This could mean Laudus Rosenberg US Discovery Sel is more nimble, but also signal potential high tax impact and high trading fees
  • Laudus Rosenberg US Discovery Sel Fund (RDISX) does not have a good risk adjusted return as its 3-year Alpha of -1.72 is worse than category average of 1.67, and its 3-year Sharpe ratio is -0.33
See Laudus Rosenberg US Discovery Sel Fund (RDISX) performance details as of February 28, 2010

  

  

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Laudus Rosenberg US Discovery Sel Fund (RDISX) Net Asset

Track net asset change of Laudus Rosenberg US Discovery Sel fund (RDISX)

DateNet Asset
02/2010$339.46M
01/2010$330.62M
11/2009$365.49M
More historic net asset information on Laudus Rosenberg US Discovery Sel Fund (RDISX)

  

Laudus Rosenberg US Discovery Sel Fund (RDISX) Portfolio Allocation

Track portfolio allocation change of Laudus Rosenberg US Discovery Sel fund (RDISX)

DateCashStockBondOther
09/20091.49%98.51%0%0%
06/20090.82%99.18%0%0%
03/20091.97%99.33%0%0%
Click here to see more historic asset allocation information on Laudus Rosenberg US Discovery Sel Fund (RDISX)

  

Most Recent Top 10 Holdings in Laudus Rosenberg US Discovery Sel Fund (RDISX)

Discover what Laudus Rosenberg US Discovery Sel Fund (RDISX) manager is buying

30-Sep-09
CENTURYTEL INC [2.03%]
INVERNESS MED INNOVA [1.55%]
INTERPUBLIC GROUP [1.53%]
Synopsys, Inc. [1.51%]
HASBRO INC [1.51%]
ENERGIZER HLDGS INC [1.47%]
PARTNERRE LTD [1.41%]
SYBASE INC [1.41%]
KING PHARMACEUTICALS [1.4%]
OMNICARE INC [1.38%]

30-Jun-09
CENTURYTEL INC [1.71%]
SYBASE INC [1.69%]
INVERNESS MED INNOVA [1.69%]
Synopsys, Inc. [1.67%]
HEWITT ASSOC INC A [1.62%]
AECOM TECHNOLOGY COR [1.46%]
KING PHARMACEUTICALS [1.27%]
DEAN FOODS CO [1.25%]
PERKIN ELMER INC [1.21%]
AEROPOSTALE INC [1.2%]

31-Mar-09
Dollar Tree, Inc. [2.16%]
SYBASE INC [2.05%]
Life Technologies Corporation [1.96%]
Synopsys, Inc. [1.94%]
CENTURYTEL INC [1.83%]
CHURCH DWIGHT CO INC [1.79%]
ALLIANT ENERGY CP [1.78%]
HEWITT ASSOC INC A [1.77%]
CMS ENERGY CP [1.68%]
CONSTELLATION BRD A [1.66%]
Click here for Stock Holding Change Map in Laudus Rosenberg US Discovery Sel Fund (RDISX)

  

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