
Shelton International Select Equity Fund - Institutional Class (SISEX)
SISEX Price Chart
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SISEX Fund Profile
Key details and information about Shelton International Select Equity Fund - Institutional Class (SISEX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
3 Jan 2017
Country
US
Description
This fund primarily allocates at least 80% of its net assets, including borrowed capital, to equity investments in international companies. The selection process emphasizes foreign businesses demonstrating strong potential for earnings growth. While focusing its equity holdings on non-U.S. entities predominantly based in developed economies, the fund also retains the flexibility to invest in firms situated in emerging markets. To maintain significant global exposure, a minimum of 30% of its total assets, including any leveraged funds, will be dedicated to non-U.S. company securities. The portfolio typically comprises investments in the shares of approximately 30 to 50 different issuers.
SISEX Fund Performance
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