Selected American Shares D 2949 E. Elvira Road Suite 101 Tucson AZ 85706 Map
Phone: 800-243-1575
| Category: | Large Blend | | Fund Family: | Selected Funds | | Net Assets: | 4.31B | | Year-to-Date Return: | -13.52% | | Yield: | 1.54% | | Morningstar Rating: |  | | Fund Inception Date: | 03-May-04 |
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Christopher Cullom Davis
Lead Manager since
01-Dec-94 | | | Davis is portfolio manager with Davis Selected Advisers. From Sep 1989 to Sep 1995, he was assistant portfolio manager and research analyst working with Shelby M.C. Davis. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $10,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks growth of capital and income. The fund normally invests at least 80% of assets in securities of U.S. companies, including common stocks, convertibles, fixed-income securities, and short-term instruments. It invests the majority of assets in equity securities issued by large companies with market capitalization of at least $10 billion. |
| Last Dividend
(3-Dec-07):
| 0.64 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 8.00% | | Average for Category:
| 71.12% |
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| Expense | SLADX | Category Avg | | Total Expense Ratio: | 0.57%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$183 | $576 | | 5 Yr Expense Projection*: |
$318 | $875 | | 10 Yr Expense Projection*: |
$714 | $1,735 |
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