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Morningstar

Selected American Shares D SLADX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
33.36  /  1.59 %
Total Assets
1.5 Bil
Adj. Expense Ratio
0.670%
Expense Ratio
0.670%
Fee Level
Below Average
Longest Manager Tenure
28.01 years
Category
Large Blend
Investment Style
Large Value
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.83%
Turnover
20%

USD | NAV as of Dec 05, 2022 | 1-Day Return as of Dec 05, 2022, 10:22 PM GMT+00:00

Morningstar’s Fund Analysis SLADX

Will SLADX outperform in 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 SLADX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SLADX 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 SLADX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Subject to extremes.

Analyst

Summary

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Selected American’s veteran managers remain well equipped to handle this aggressive, risky approach. It receives a Morningstar Analyst Rating of Bronze or Neutral, depending on share class fees.

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