SLADX Mutual Fund

SLADX Mutual Fund (Selected American Shares Inc. Class D) is managed by Selected Funds with $1.60B 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 12.53%. SLADX dividend yield stands at 8.72%, paid semi-annually.

SLADX top holdings include Capital One Financial Corp. (6.2%), Alphabet Inc Common Stock USD 0.001 (5.4%), Meta Platforms, Inc. (5.1%), Coterra Energy Inc (5.0%), US Bancorp (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.