SISLX : Shelton International Select Equity Fund Investor Class

SISLX is a International Stocks Market Large Blend with HIGH fees.

SISLX

Shelton International Select Equity Fund Investor Class

FI Score

23 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

23% FI Score
  • sislx
  • Mutual Fund
  • International Stocks
  • Large Blend

Shelton International Select Equity Fund Investor Class

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a Large Blend International Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund primarily invests at least 80% of its net assets (plus borrowings for investment purposes) in a combination of equity securities of foreign (i.e., non-U.S.) 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.

Largest Holdings

Amount Holding
3.98% Taiwan Semiconductor Manufacturing Co Ltd ADR
3.95% CRH PLC
3.86% ITOCHU Corp
3.67% Nestle SA ADR
3.51% Element Fleet Management Corp
3.39% ASML Holding NV ADR
3.28% Techtronic Industries Co Ltd
3.28% L'Oreal SA
3.26% Intertek Group PLC
3.25% Nomura Research Institute Ltd
3.12% AIA Group Ltd
3.01% Constellation Software Inc
2.89% Unilever NV ADR
2.87% DBS Group Holdings Ltd
2.77% Alibaba Group Holding Ltd ADR
2.69% Ping An Insurance (Group) Co. of China Ltd Class H
2.66% Nokia Oyj ADR
2.51% Thales
2.49% Daikin Industries Ltd
2.36% Beiersdorf AG
2.32% Givaudan SA
2.28% Santen Pharmaceutical Co Ltd
1.95% Komatsu Ltd
1.94% Valeo SA
1.85% Bank Rakyat Indonesia (Persero) Tbk Class B

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