2 / 5 Stars
2 2 4 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#207 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.22 percent over the past year, 10.78 percent over the past three years, 17.83 percent over the past five years, and 6.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||6.0%|
The investment seeks to achieve both capital growth and income; in the current market environment, income is expected to be low. The fund invests at least 80% of its net assets, plus any borrowing for investment purposes, in securities issued by American companies. It invests principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion.
Fees are Above Average compared to funds in the same category.
Selected American Shares Fund has an expense ratio of 0.95 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.