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Fund Intelligence | Best Managers | SWOIX Insights | SWOIX Score | SWOIX Performance | SWOIX Manager | SWOIX News | SWOIX Allocation | SWOIX Holdings Change

Mutual Fund Insights: Laudus International MarketMasters Inv Fund (SWOIX)

In-depth Analysis of Laudus International MarketMasters Inv Fund (SWOIX)

Mutual fund chart: Laudus International MarketMasters Inv Fund (SWOIX)

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See Laudus International MarketMasters Inv Fund (SWOIX) performance details as of January 31, 2010

  

    Last Trade: $16.35 on 3/15/2010, Change: -0.10 (-0.61%)

  

Fund Manager - Jeffrey Mortimer

Fund Manager Tenure: 12.4 years   [Similar Funds: SWMIX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Mortimer is a senior vice president and chief investment officer, equities, of Charles Schwab Investment Management inc. Prior to joining the firm in October 1997, he worked for more than eight years in asset management. Mortimer holds the Chartered Financial Analyst designation.  Get more insights on Jeffrey Mortimer

  

What we like about Laudus International MarketMasters Inv Fund (SWOIX) What we like about Laudus International MarketMasters Inv Fund (SWOIX)

Data for Laudus International MarketMasters Inv Fund (SWOIX) as of January 31, 2010

  • Laudus International MarketMasters Inv Fund (SWOIX) management has been with Laudus International MarketMasters Inv Fund for 12.4 years
  • Laudus International MarketMasters Inv Fund (SWOIX) has good short-term performance (1-year return 55.82% vs 43.91% Foreign Large Growth category average)
  • Laudus International MarketMasters Inv Fund (SWOIX) has good mid-term performance (3-year return -4.94% vs -6.77% Foreign Large Growth category average)
  • Laudus International MarketMasters Inv Fund (SWOIX) has good Long-term performance (5-year return 5.55% vs 3.70% Foreign Large Growth category average)
  • Laudus International MarketMasters Inv Fund (SWOIX) ratio of up-years vs down years is greater than 2
  • Laudus International MarketMasters Inv Fund (SWOIX) has a Morningstar rating of 4 and above
  • Laudus International MarketMasters Inv Fund (SWOIX) has an annual stock turnover rate of 96.00% vs Foreign Large Growth average of 101.40%. It is good that Laudus International MarketMasters Inv management does not trade extensively for its return.
  • Laudus International MarketMasters Inv Fund (SWOIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Laudus International MarketMasters Inv Fund (SWOIX) What we are cautious about Laudus International MarketMasters Inv Fund (SWOIX)

Data for Laudus International MarketMasters Inv Fund (SWOIX) as of January 31, 2010

  • Laudus International MarketMasters Inv Fund (SWOIX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.28 that is higher than category average of 25.69
  • Laudus International MarketMasters Inv Fund (SWOIX) has a higher management fee of 1.59% than its Foreign Large Growth average of 1.53%
See Laudus International MarketMasters Inv Fund (SWOIX) performance details as of January 31, 2010

  

  

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Laudus International MarketMasters Inv Fund (SWOIX) Net Asset

Track net asset change of Laudus International MarketMasters Inv fund (SWOIX)

DateNet Asset
01/2010$928.99M
11/2009$969.11M
10/2009$931.00M
More historic net asset information on Laudus International MarketMasters Inv Fund (SWOIX)

  

Laudus International MarketMasters Inv Fund (SWOIX) Portfolio Allocation

Track portfolio allocation change of Laudus International MarketMasters Inv fund (SWOIX)

DateCashStockBondOther
07/20094.25%95.15%0%0.6%
04/20094.64%94.8%0%0.56%
01/20095.91%93.52%0%0.57%
Click here to see more historic asset allocation information on Laudus International MarketMasters Inv Fund (SWOIX)

  

Most Recent Top 10 Holdings in Laudus International MarketMasters Inv Fund (SWOIX)

Discover what Laudus International MarketMasters Inv Fund (SWOIX) manager is buying

31-Jul-09
Russell 2000 Mini Index (Fut) [1.63%]
CS GROUP AG N ORD [1.03%]
S&P 500 E Mini Index (Fut) [0.97%]
BHP BILLITON LIMITED [0.96%]
BRITISH SKY ADS [0.95%]
Compagnie Financiere Richemont [0.89%]
POTASH CP SASKATCHEW [0.87%]
iShares MSCI Emerging Markets Index [0.84%]
Vopak [0.84%]
NOBLE CORP (NEW) [0.83%]

30-Apr-09
Russell 2000 Mini Index (Fut) [2.03%]
CS GROUP AG N ORD [1.25%]
POTASH CP SASKATCHEW [1.05%]
S+p 500 E Mini Index (Fut) [1.04%]
Daiwa Securities [1%]
BRITISH SKY ADS [0.9%]
SIGNET JEWELERS LTD [0.9%]
DAIMLER AG [0.84%]
iShares MSCI Emerging Markets Index [0.82%]
Vopak [0.81%]

31-Jan-09
Credit Suisse Grp [1.29%]
Daiwa Securities [1.09%]
Publicis Groupe [0.93%]
POTASH CP SASKATCHEW [0.9%]
Vopak [0.9%]
Neopost [0.88%]
British Sky Broadcasting Group PLC [0.88%]
Adecco SA [0.84%]
Allianz SE [0.79%]
SAP [0.76%]
Click here for Stock Holding Change Map in Laudus International MarketMasters Inv Fund (SWOIX)

  

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