SWMSX Rating, Research - Laudus Small-Cap Marketmasters Select

Laudus Small-Cap Marketmasters Select (swmsx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 19

Threats + Weaknesses = 9

When strengths & opportunities substantially exceed threats & weaknesses an investment in the swmsx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Laudus Small-Cap Marketmasters Select (SWMSX) Description: SWMSX is a mutual fund, which is an investment that owns a basket of assets. The SWMSX mutual fund was provided by Laudus and this investment vehicle derives the majority of its value from equity holdings (stocks). Lauduss mutual fund has a medium management tenure and is in the average fund size classification. SWMSXs minimum initial investment amount is $50000 while the IRA minimum is $50000. SWMSXs expense ratio is roughly 1%. The latest SWMSXs front end load was 0% and the back end load was 0%. The Laudus Small-Cap Marketmasters Select (SWMSX) mutual fund falls under the small growth category. SWMSX focuses its investments in USA and SWMSX is not affiliated with a particular industry or fund sector. The Laudus Small-Cap Marketmasters Select (SWMSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWMSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWMSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation and current income. The fund invests primarily in a limited number (generally 30 to 60) of equity securities (see equity research) of small companies selected on a value basis. It generally invests in dividend paying common stocks (see stock research) and may also invest, to a limited extent, in preferred stocks (see stock research) and convertible securities, which may provide income to the fund. The fund primarily invests in companies with market capitalizations between $250 million and $4 billion at the time of purchase.

Management Analysis Update

Performance Analysis Update