Shelton International Select Fund Quote
| SISEX Fund | USD 25.21 0.27 1.06% |
PerformanceGood
| Odds Of DistressLow
|
Shelton International is trading at 25.21 as of the 24th of March 2025; that is 1.06 percent down since the beginning of the trading day. The fund's open price was 25.48. Shelton International has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund primarily invests at least 80 percent of its net assets 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. More on Shelton International Select
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Shelton Mutual Fund Highlights
| Fund Concentration | Shelton Capital Management Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Shelton Capital Management (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Shelton International Select [SISEX] is traded in USA and was established 24th of March 2025. Shelton International is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Shelton Capital Management family. This fund at this time has accumulated 58.46 M in assets with no minimum investment requirementsShelton International is currently producing year-to-date (YTD) return of 8.29% with the current yeild of 0.04%, while the total return for the last 3 years was 4.54%.
Check Shelton International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Shelton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Shelton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Shelton International Select Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Shelton International Select Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| CRH | CRH PLC ADR | Stock | Materials | |
| NICE | Nice Ltd ADR | Stock | Information Technology | |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods | |
| KBCSF | KBC Group NV | Pink Sheet | Banks—Regional | |
| ITOCF | ITOCHU | Pink Sheet | Conglomerates |
Shelton International Risk Profiles
| Mean Deviation | 0.6136 | |||
| Semi Deviation | 0.758 | |||
| Standard Deviation | 0.8246 | |||
| Variance | 0.68 |
Shelton International Against Markets
Other Information on Investing in Shelton Mutual Fund
Shelton International financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton International security.
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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |