Laudus Large Cap Fund Quote
| LGILX Fund | USD 23.05 0.04 0.17% |
Performance5 of 100
| Odds Of DistressLess than 19
|
Laudus Large is trading at 23.05 as of the 24th of April 2024; that is -0.17 percent decrease since the beginning of the trading day. The fund's open price was 23.09. Laudus Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Laudus Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. 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
| 0.85 | SWBRX | Schwab Target 2010 | PairCorr |
| 0.81 | SWCGX | Schwab Markettrack | PairCorr |
| 0.96 | SWANX | Schwab E Equity | PairCorr |
Laudus Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Laudus Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Laudus Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Schwab Funds, Large Growth Funds, Large Growth, Schwab Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 5th of June 2023 |
| Fiscal Year End | March |
Laudus Large Cap [LGILX] is traded in USA and was established 24th of April 2024. 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 6.14%, while the total return for the last 3 years was 3.09%.
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 |
Laudus Large Target Price Odds Analysis
Based on a normal probability distribution, the odds of Laudus Large jumping above the current price in 90 days from now is about 66.07%. The Laudus Large Cap probability density function shows the probability of Laudus Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1119. This indicates Laudus Large Cap market returns are sensitive to returns on the market. As the market goes up or down, Laudus Large is expected to follow. Additionally, laudus Large Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Laudus Large to move above the current price in 90 days from now is about 66.07 (This Laudus Large Cap probability density function shows the probability of Laudus Mutual Fund to fall within a particular range of prices over 90 days) .
Laudus Large Top Holders
| SWNRX | Schwab Target 2050 | Mutual Fund | Target-Date 2050 |
| SWQRX | Schwab Target 2065 | Mutual Fund | Target-Date 2060+ |
| 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 |
Laudus Large Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Laudus Large market risk premium is the additional return an investor will receive from holding Laudus Large long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Laudus Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Laudus Large's alpha and beta are two of the key measurements used to evaluate Laudus Large's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8401 | |||
| Semi Deviation | 0.8786 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.24 |
Laudus Large Against Markets
Picking the right benchmark for Laudus Large mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Laudus Large mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Laudus Large is critical whether you are bullish or bearish towards Laudus Large Cap at a given time. Please also check how Laudus Large's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Laudus Large without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Laudus Mutual Fund?
Before investing in Laudus Large, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Laudus Large. To buy Laudus Large fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Laudus Large. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Laudus Large fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Laudus Large Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Laudus Large Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Laudus Large Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Laudus Large Cap?
The danger of trading Laudus Large Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Laudus Large is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Laudus Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Laudus Large Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Laudus Large Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.