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Laudus Funds

Laudus Funds offer investors access to some of the world's leading investment managers. With a rigorous manager selection process and ongoing oversight by Charles Schwab Investment Management, Laudus Funds offer single and multi-manager strategies as a complement to other funds managed by Charles Schwab Investment Management.

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How to invest in Laudus Funds
These funds are all no-load funds and available without transaction fees when purchased through schwab.com or our automated phone channels. For each of these trade orders placed through a broker, a $25 service charge applies.

Available at Laudus

Laudus MarketMasters Funds™

The Laudus MarketMasters Funds follow a multi-manager strategy, combining different investment styles and strategies in one fund in an effort to reduce investment risk through diversification. The Laudus MarketMasters Funds benefit from expert management and the ongoing oversight of CSIM.

Laudus U.S. Large Cap Growth Fund

Sub-advised by BlackRock Investment Management, LLC, a global leader in asset management, the Laudus U.S. Large Cap Growth Fund follows a disciplined investment philosophy to identify high-quality companies with sustainable growth. The fund seeks to invest in companies that possess a dominant market position and franchise, a major technological edge, or a unique competitive advantage that may enable them to generate high returns on above-average sales and profit growth.
 
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Schwab's Financial and Other Relationships with Mutual Funds

Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can view, download, and print a prospectus by clicking on Prospectus & Reports or by calling 1-800-435-4000. Please read the prospectus carefully before investing.

Past performance does not guarantee future results. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. If an expense waiver was in place during the period, the net expense ratio was used to calculate fund performance.

Diversification does not ensure a profit and does not protect against losses in declining markets.

**On June 6, 2017, the Board of Trustees approved the liquidation of the Laudus Mondrian Global Government Fixed Income Fund™, at the recommendation of CSIM, the Fund's investment advisor. Accordingly, the Fund will redeem all of its outstanding shares on or about July 25, 2017 and distribute the proceeds to shareholders. The Fund closed to new investors effective June 15, 2017. Existing shareholders may redeem their shares or exchange their shares for shares of another Laudus Fund (including the Laudus Mondrian International Government Fixed Income Fund (LIFNX)) for which they are eligible to purchase at any time prior to the date of the liquidation. CSIM, will bear all expenses associated with the liquidation other than transaction costs associated with winding down the Fund’s portfolio and will waive fees and reimburse the Fund for all operating expenses incurred from June 8, 2017 through the date of the liquidation.Please review the prospectus for additional information.

*On June 6, 2017, the Board of Trustees approved the liquidation of the Laudus Mondrian Global Government Fixed Income Fund™, at the recommendation of CSIM, the Fund's investment advisor. Accordingly, the Fund will redeem all of its outstanding shares on or about July 25, 2017 and distribute the proceeds to shareholders. The Fund closed to new investors effective June 15, 2017. Existing shareholders may redeem their shares or exchange their shares for shares of another Laudus Fund (including the Laudus Mondrian International Government Fixed Income Fund (LIFNX)) for which they are eligible to purchase at any time prior to the date of the liquidation. CSIM, will bear all expenses associated with the liquidation other than transaction costs associated with winding down the Fund’s portfolio and will waive fees and reimburse the Fund for all operating expenses incurred from June 8, 2017 through the date of the liquidation.Please review the prospectus for additional information.

Schwab's short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab's Mutual Fund OneSource® service (and certain other funds with no transaction fee) and held for 90 days or less. Schwab reserves the right to exempt certain funds from this fee, including Schwab Funds®, which may charge a separate redemption fee, and funds that accommodate short-term trading. For each of these trade orders placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses.

Trades in no-load mutual funds available through Mutual Funds OneSource service (including SchwabFunds) as well as certain other funds, are available without transaction fees. For each of these trade orders placed through a broker, a $25 service charge applies. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. Funds are also subject to management fees and expenses.

Charles Schwab & Co., Inc., member of SIPC, receives remuneration from fund companies for record keeping, shareholder services, and other administrative services for shares purchased through its Mutual Fund OneSource service. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Morningstar Ratings do not take into account sales loads that may apply to certain third party funds.." The Overall Morningstar Ratings are derived from a weighted average of the risk adjusted performance figures associated with a Fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics.

Except as noted below, all data provided by Morningstar, Inc. All rights reserved. The information contained herein is the proprietary information of Morningstar, Inc., and may not be copied or redistributed for any purpose and may only be used for noncommercial, personal purposes. The information contained herein is not represented or warranted to be accurate, correct, complete, or timely. Morningstar, Inc., shall not be responsible for investment decisions, damages, or other losses resulting from use of the information. Morningstar, Inc., has not granted consent for it to be considered or deemed an "expert" under the Securities Act of 1933. Charles Schwab Investment Management, Inc. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

Market data for Daily Fund (NAVs) and charts provided by Markit on Demand.

Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds and Laudus Funds. Charles Schwab & Co., Inc. (Schwab), Member SIPC, is the distributor for Schwab Funds and Laudus Funds. CSIM and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

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