Laudus Large Cap Fund Quote
| LGILX Fund | USD 26.72 0.11 0.41% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Laudus Large is trading at 26.72 as of the 30th of January 2025; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 26.61. Laudus Large has about a 22 % 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. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 30th of January 2025. 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
Laudus Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Growth Funds, Large Growth, Schwab Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 5th of June 2023 |
| Fiscal Year End | March |
Laudus Large Cap [LGILX] is traded in USA and was established 30th of January 2025. 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 3.74%, while the total return for the last 3 years was 13.49%.
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
| BAC | Bank of America | Stock | Financials | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| INTU | Intuit Inc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| SPGI | SP Global | Stock | Financials | |
| NOW | ServiceNow | Stock | Information Technology |
Laudus Large Top Holders
| SWNRX | Schwab Target 2050 | Mutual Fund | Target-Date 2050 | |
| SWQRX | Schwab Target 2065 | Mutual Fund | Target-Date 2065+ | |
| SWOBX | Schwab Balanced Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| SWERX | Schwab Target 2040 | Mutual Fund | Target-Date 2040 | |
| SWPRX | Schwab Target 2060 | Mutual Fund | Target-Date 2060+ | |
| SWORX | Schwab Target 2055 | Mutual Fund | Target-Date 2055 | |
| SWMRX | Schwab Target 2045 | Mutual Fund | Target-Date 2045 | |
| SRIFX | Fundx Sustainable Impact | Mutual Fund | Large Growth |
Laudus Large Cap Risk Profiles
| Mean Deviation | 1.01 | |||
| Semi Deviation | 1.86 | |||
| Standard Deviation | 1.49 | |||
| Variance | 2.23 |
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.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |