Selected Special Shares D
2949 E. Elvira Road Suite 101 Tucson AZ 85706
Map
Phone: 800-243-1575
| Category: | Large Growth | | Fund Family: | Selected Funds | | Net Assets: | 64.61M | | Year-to-Date Return: | -3.47% | | Yield: | 0.69% | | Morningstar Rating: |  | | Fund Inception Date: | 03-May-04 |
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Christopher Cullom Davis
Lead Manager since
30-Jun-01 | | | Christopher C. Davis ?Portfolio Manager and Research Analyst. Christopher Davis is a research analyst and Chair of the Portfolio Review Committee which oversees the management of the Davis Global, International and All-Cap strategies. Mr. Davis with Kenneth Feinberg is Portfolio Manager for all large cap equity and concentrated equity portfolios. Mr. Davis joined the firm in 1989 after working as a securities analyst. He received his M.A. from the University of St. Andrews in Scotland. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $10,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital growth. The fund normally invests the majority of assets in equity securities issued by medium and small companies with market capitalizations of less than $20 billion. It has the flexibility to invest a limited portion of assets in companies of any size, to invest in companies whose shares may be subject to controversy, to invest in foreign securities, and to invest in non-equity securities. |
| Last Dividend
(1-Dec-09):
| 0.07 | | Last Cap Gain
(3-Dec-07):
| 1.50 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 109.93% |
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| Expense | SLSDX | Category
Avg | | Total Expense Ratio: | 0.86%
| 1.33% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 274 | $653 | | 5 Yr Expense Projection*: |
$ 477 | $1,027 | | 10 Yr Expense Projection*: |
$ 1,061 | $2,050 |
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