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Laudus Growth Investors U.s. Large Cap Growth Fd: (MF: LGILX)

(NASDAQ Mutual Funds) As of Apr 14, 2021 08:00 PM ET

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$30.92 USD

-0.28 (-0.90%)

Zacks MF Rank More Info

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Latest Performance as of Mar 31, 2021

Total Return %* Percentile Rank Objective
YTD 0.10 88
3 months 0.10 88
6 months 10.04 92
1 Year 56.95 64
3 Year 20.96 18
5 Year 21.59 9
10 Year 16.29 6

* Annual for three years and beyond.

Zacks Premium Research for LGILX

Zacks MF Rank More Info

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
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Portfolio Statistics

%Unrealized Gain YTD 51.41
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 3/31/2021 2,821.90
%Turnover 3/31/2021 40.00

Risk

3 Year 5 Year 10 Year
Beta 0.97 0.98 1.03
Alpha 4.25 5.14 1.95
R Squared 0.88 0.83 0.83
Std. Dev. 18.98 16.01 15.45
Sharpe 1.13 1.36 1.00

Sector / Country Weightings

As of 3/31/2021 % of Portfolio
Technology 51.45
Retail Trade 13.86
Finance 8.72
Non-Durable 8.57
Industrial Cyclical 5.61
Services 4.22
Other 3.52
Consumer Durables 2.04
Health 2.01

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2020)
% of Portfolio Value (Mil$)
AMAZON COM INC 9.57 290.22
MICROSOFT CORP 7.93 240.66
VISA INC 4.61 139.93
MASTERCARD INC 3.99 120.93
ALPHABET INC CLASS A 3.70 112.24
~APPLE INC 3.68 111.73
SERVICENOW INC 3.24 98.27
FACEBOOK INC 3.22 97.80
NETFLIX COM INC 3.20 97.21

Stock Holding % of Net Assets

As Of 12/31/2020
Total Issues 50
Avg. P/E 31.70
Avg. P/Book 6.11
Avg. EPS Growth 16.68
Avg. Market Value (Mil $) 378,414

Allocation

% of Portfolio
Large Growth 75.50
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 1.12
Intermediate Bond 19.05
Foreign Bond 0.00
High Yield Bond 0.00