About SLADX
Selected American Shares Fund Class D is a mutual fund focused on large-cap American companies, primarily seeking long-term capital appreciation. Managed by Davis Selected Advisers, the fund invests at least 80% of its net assets in equity securities of U.S. businesses that are considered durable, well-managed, and trading at attractive valuations. Its portfolio is concentrated in industry-leading firms with market capitalizations typically over $10 billion, emphasizing sectors such as financial services, technology, communication services, and healthcare. The fund employs a disciplined approach, aiming to identify growing businesses available at value prices and tends to hold investments for the long term. With a competitive net expense ratio of 0.66%, Selected American Shares Fund Class D is categorized in the large-cap value segment, and its returns are benchmarked against the S&P 500 Index. Distributions, including dividends and capital gains, are paid semi-annually, reflecting both income and realized gains from its investment strategy. The fund has a meaningful role for investors seeking exposure to established American companies through a professionally managed, value-oriented vehicle.
Fund Family Selected Funds
Category Large Value
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol SLADX
Share Class Class D
Index S&P 500 TR
SLADX had a total return of 26.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.57%.
