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Shelton International Select Eq Inv (SISLX)

23.97
+0.16
+(0.67%)
At close: 4:54:44 PM EDT
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  • Previous Close 23.81
  • YTD Return 5.14%
  • Expense Ratio 1.24%
  • Category Foreign Large Blend
  • Last Cap Gain -119.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 41.63M
  • Beta (5Y Monthly) 1.10
  • Yield 3.33%
  • 5y Average Return --
  • Holdings Turnover 56.00%
  • Last Dividend 0.79
  • Inception Date Dec 19, 2008

The fund primarily invests at least 80% of its net assets (plus borrowings for investment purposes) in a combination of equity securities of foreign companies with a suitable potential for earnings growth. It invests its assets in equity securities of non-U.S. companies located in countries with developed markets but may also invest in companies domiciled in emerging markets. The fund will invest at least 30% of its net assets, plus any borrowings for investment purposes, in securities of non-U.S. companies. It will normally invest in the securities of approximately 30 to 50 issuers.

Shelton Capital Management

Fund Family

Foreign Large Blend

Fund Category

41.63M

Net Assets

2008-12-19

Inception Date

Performance Overview: SISLX

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Trailing returns as of 3/28/2025. Category is Foreign Large Blend.

YTD Return

SISLX
5.14%
Category
9.07%
 

1-Year Return

SISLX
7.29%
Category
33.76%
 

3-Year Return

SISLX
2.50%
Category
8.50%
 

5-Year Return

SISLX
6.09%
Category
10.08%
 

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Holdings: SISLX

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Sector Weightings

SectorSISLX
Industrials   21.62%
Technology   13.85%
Healthcare   9.45%
Real Estate   1.88%
Utilities   1.01%
Energy   0.97%

Recent News: SISLX

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Research Reports: SISLX

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