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27.74
-0.03
-0.11%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.33B
Laudus US Large Cap Growth
27.74
-0.03
-0.11%
- Overview
- Profile
- Historical Data
- Holdings
Schwab Select Large Cap Growth Fund Overview
On this page you'll find an in-depth profile of Schwab Select Large Cap Growth Fund. Learn about the key management, total assets, investment strategy and contact information of LGILX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) 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. In addition, up to 20% of the fund's net assets may be invested in foreign equity securities. Investments in equity securities include common stock and preferred stock.
Contact Information
Address
101 Montgomery Street
San Francisco,CA 94104
United States
San Francisco,CA 94104
United States
Phone
+1 8778245615
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Tong Li | - | 2024 | Now |
| Biography | Mr. Li, Portfolio Manager and Senior Quantitative Analyst, has been a member of the team that manages the fund since 2012. He became a senior quantitative analyst in 2017 and a portfolio manager in 2024. He has a bachelor'’s degree in physics from Tsinghua University, a master’s degree in electrical engineering from Vanderbilt and a master’s degree in business administration, from the University of Chicago Booth School of Business. | ||
| John Greves | Portfolio Manager | 2023 | Now |
| Biography | John Greves is a Managing Director and Head of Multi-Asset Strategies for Schwab Asset Management. Mr. Greves oversees the Multi-Asset Funds and Collective Investment Trusts Portfolio Management, Wealth Portfolio Management, Schwab Intelligent Portfolios Portfolio Management, and Investment Manager Research teams. He maintains accountability for multi-asset investment processes including team research and implementation, and contributes to the firm’s efforts to continually enhance investment outcomes. Prior to joining Schwab in 2016, Mr. Greves worked at Russell Investment Management Company (Russell Investments) for 13 years, most recently as a portfolio manager for multi-asset solutions where he managed multiple target date funds, chaired the multi-asset advisory team, and co-authored papers on glide path methodology and benchmarking. Prior to that, he served in several roles for Russell Investments including associate portfolio manager for multi-asset solutions and senior portfolio analyst for multi-asset solutions. Mr. Greves earned a Bachelor of Science in computer science and business from the University of Puget Sound. He is a CFA® charterholder. | ||
| Jeffrey R. Bourke | Analyst/Portfolio Manager | 2023 | Now |
| Biography | Jeff Bourke is a portfolio manager for American Century Investments®. Mr. Bourke joined American Century Investments in 2007. Before he was promoted to portfolio manager in 2013, he was an investment analyst. Previously, he was an associate equity research analyst at Robert W. Baird & Co. He has worked in the investment industry since 2003. Mr. Bourke earned a master's degree in business administration from the Booth School of Business at the University of Chicago and a bachelor's degree in civil and environmental engineering from Duke University. He is a CFA® charterholder and a member of the CFA Institute. | ||
| Tony Creasy | Lead Investment Analyst | 2023 | Now |
| Biography | Tony Creasy is a Senior Portfolio Manager on the Multi-Asset Strategies Team for Schwab Asset Management. He contributes to the strategic investment decisions of Schwab Asset Management’s multi-asset and sub-advised strategies. In addition, he oversees the team responsible for providing nondiscretionary investment management services to the Charles Schwab Trust Bank Collective Investment Trusts, as well as the Schwab International Opportunities Fund and Schwab Select Large Growth Fund. Prior to his current role, he was a portfolio manager on the Multi-Asset Strategies Team, responsible for the daily management of several multi-asset portfolios. He also spent eight years as lead analyst on the Schwab Asset Management Investment Manager Research Team. Mr. Creasy started his tenure at Schwab in 2005 as an institutional investment analyst for the firm’s retirement investment services group, providing mutual fund analysis. Mr. Creasy earned a Bachelor of Business Administration in financial economics from Bowling Green State University. He is a CFA® charterholder. | ||
| Joseph Wilson | Portfolio Manager | 2023 | Now |
| Biography | Joseph Wilson, executive director, is a research analyst and portfolio manager within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios.He is also a co-portfolio manager on the J.P. Morgan U.S. Technology Strategy. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, wherehe covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business. | ||
| Holly Morris | - | 2023 | Now |
| Biography | Ms. Fleiss is a Managing Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. She has been with the firm since 2012. | ||
| Larry H. Lee | Managing Director | 2023 | Now |
| Biography | Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago. | ||
| Robert Maloney | - | 2023 | Now |
| Biography | Robert Maloney, executive director, is a research analyst within the U.S. Equity Group. An employee since 2013, Robert is responsible for the industrials and energy sectors for the J.P. Morgan Large Cap Growth Strategy. Prior to joining the firm, Robert spent ten years as a sell side analyst at Morgan Stanley and Credit Suisse. At Morgan Stanley Robert served as the lead associate on their Large Cap Industrials team and later as the senior analyst covering Small/Mid Cap Industrials. Robert also worked as the industrials trading desk analyst at Morgan Stanley and Credit Suisse covering a broad-range of industrial verticals. Prior to that Robert worked as a consultant to the US Department of Defense and the United Nations. Robert holds a B.A. in International Politics from the Georgetown University School of Foreign Service. He is a member of the CFA Institute and a CFA charterholder. | ||
| Michael Li | Senior Portfolio Manager | 2023 | Now |
| Biography | Michael Li, Ph.D., Vice President and Senior Portfolio Manager at American Century, is responsible for the day-to-day co-management of the portion of the Fund managed by American Century. He has managed the portion of the Fund since 2023. | ||
| Keith Lee | Portfolio Manager | 2023 | Now |
| Biography | Keith Lee Mr. Lee, Senior Vice President and Senior Portfolio Manager, has been a member of the team that manages the fund since 2008. Prior, he was a senior analyst on the U.S. Lg Cap Qual Gr strategy. He joined American Century in 1998 and again in 2001. He started in the industry as an analyst for Oppenheimer funds in New York in 1996. He holds a bachelor’s degree in industrial engineering from Columbia University, is a CFA charterholder and a member of the CFA Institute. | ||
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