3 / 5 Stars
2 2 4 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#148 in Large Blend
U.S. News evaluated 498 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 14.86 percent over the past year, 9.07 percent over the past three years, 2.42 percent over the past five years, and 7.49 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.5%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||2.4%|
|10 Years (Annualized)||7.5%|
The investment seeks growth of capital and income. The fund normally invests at least 80% of its net assets, plus any borrowing for investment purposes, in securities issued by American companies. The fund will primarily invest in equity securities issued by large companies with market capitalizations of at least $10 billion. Historically, the fund has invested a significant portion of its assets in financial services companies. The fund may also invest in foreign companies.
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 Average compared to funds in the same category according to Morningstar.