Harness the expertise of one of the world’s premier equity specialists
The Laudus Rosenberg Funds are sub-advised by AXA Rosenberg, a recognized leader in institutional investment management, renowned for their disciplined investment process and sophisticated proprietary technology.
AXA Rosenberg, an institutional investment manager with over $100 billion under management worldwide, applies its unique investment approach to all of the Laudus Rosenberg Funds in an effort to deliver performance while carefully managing risk. Charles Schwab Investment Management, Inc. is the investment adviser, responsible for general oversight of the Laudus Group™.
1. On 03/27/2009, the Laudus Rosenberg U.S. Large Capitalization Growth Fund reorganized into the Laudus Rosenberg U.S. Large Capitalization Fund.
How to invest in Laudus Funds
These funds are all no-load funds and available without transaction fees when purchased through schwab.com or our automated phone channels. For each of these trade orders placed through a broker, a $25 service charge applies.
Select Shares have lower expenses and are available to investors with a minimum investment of $50,000. Initial positions of $50,000, or more, should be made in Select Shares. If you have an existing position in Select Shares and make a subsequent investment that will take you over the Select Share minimum, or if your Investor Share position exceeds $50,000 you should initiate a non-tax reportable Interclass Exchange. Please contact a Schwab Representative who can assist you with entering an interclass exchange.
Investors should carefully consider information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download and print a prospectus by clicking on the Prospectus links above or call 800-435-4000. Please read the prospectus carefully before investing. Investment value and return will fluctuate, such that shares when redeemed may be worth more or less than original cost.
Performance data quoted represents past performance and does not indicate future results. Visit Schwab.com for month-end performance information. Current performance may be lower or higher. Investment value will fluctuate, and shares when redeemed, may be worth more or less than original cost.
Historically, small capitalization funds typically carry additional risks since smaller companies generally have experienced a greater degree of market volatility than other funds that provide broader diversification. International investing involves special risks such as currency fluctuation and political instability.
The Laudus Group® of Funds includes the Laudus Rosenberg, Laudus Mondrian, and Laudus Growth Investors Funds, which are part of the Laudus Trust and Laudus Institutional Trust and distributed by ALPS Distributors, Inc.; and the Laudus MarketMasters Funds®, which are part of the Schwab Capital Trust and distributed by Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. and ALPS Distributors, Inc. are unaffiliated entities.
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Fund Liquidations
On 10/22/2009, the Laudus Rosenberg Long/Short and Large Cap Value Funds were liquidated. See prospectus supplement for more details.
Laudus Rosenberg U.S. Small Cap Fund Proxy
Shareholders of the Laudus Rosenberg U.S. Small Cap and International Equity Funds, submit your proxy vote here.
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