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Logo for Fund Shelton International Select Equity Fund - Institutional Class

Shelton International Select Equity Fund - Institutional Class (SISEX)

NASDAQ Currency in USD
$356.00
+$0.73
+0.21%
Last Update: 18 Jul 2026, 03:20
Assets Under Management
Expense Ratio
0.15%
Forward Dividend Yield
$241.91-$483.52
52 Week Range

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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