Selected Special Shares S 2949 E. Elvira Road Suite 101 Tucson AZ 85706 Map
Phone: 800-243-1575
| Category: | Large Growth | | Fund Family: | Selected Funds | | Net Assets: | 18.37M | | Year-to-Date Return: | 32.06% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-39 |
|
Christopher Cullom Davis
Lead Manager since
30-Jun-01 | | | Davis has over seventeen years experience in investment management and securities research. Christopher Davis joined the firm in 1989 after working as a securities analyst, and now directs the portfolio management of our firm?s large cap equity and financial stock portfolios along with Kenneth C. Feinberg. He received his M.A. from the University of St. Andrews in Scotland. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
|
| |
| 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
(3-Dec-07):
| 0.01 | | Last Cap Gain
(3-Dec-07):
| 1.50 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 110.55% |
|
| Expense | SLSSX | Category Avg | | Total Expense Ratio: | 1.26%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 400 | $672 | | 5 Yr Expense Projection*: |
$ 692 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,523 | $2,074 |
|
|