Morningstar

Selected American Shares Fund Class S SLASX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Selected Investment Hub
  • NAV / 1-Day Return $44.76  /  −0.33 %
  • Fund Size $2.1B
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.970%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.89%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis SLASX

Will SLASX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SLASX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SLASX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SLASX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decent and different.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Davis New York Venture and Selected American Shares are fair offerings, with veteran management and unabashedly atypical portfolios.

by Tony Thomas
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SLASX

More SLASX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

6.07 121M
Communication Services

Capital One Financial Corp

5.97 119M
Financial Services

Viatris Inc

5.72 114M
Healthcare

Alphabet Inc Class A

5.45 109M
Communication Services

U.S. Bancorp

5.08 101M
Financial Services

Amazon.com Inc

5.01 100M
Consumer Cyclical

Devon Energy Corp

4.50 90M
Energy

CVS Health Corp

3.93 78M
Healthcare

Berkshire Hathaway Inc Class A

3.63 72M
Financial Services

MGM Resorts International

3.12 62M
Consumer Cyclical

Sponsor Center