SLADX Mutual Fund

SLADX Mutual Fund (Selected American Shares Inc. Class D) is managed by Selected Funds with $1.59B in net assets. SLADX expense ratio is 0.65%, holding 45 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2004-05-03.

SLADX performance shows a YTD return of 14.31%. The 1-year return is 31.10% and the 5-year return is 12.55%. SLADX dividend yield stands at 8.76%, paid semi-annually.

SLADX top holdings include Alphabet Inc,class A (6.1%), Capital One Financial Corp. (5.9%), US Bancorp (5.1%), Viatris Inc. (4.9%), Samsung Electronics (Equity) (4.7%). Go to all SLADX holdings, SLADX sectors, or SLADX dividends.

SLADX can be compared against other funds. Use SLADX overlap to find shared positions, or SLADX vs another fund for a side-by-side view. SLADX alternatives are available via the screener, along with tax-loss harvesting opportunities.