Shelton International Select Equity Fund - Institutional Class (SISEX)
Shelton International Select Equity Fund - Institutional Class operates in the Asset Management industry of the Financial Services sector, headquartered in Denver, CO, US. The stock last traded at $35.25, down 0.09% on the session, giving a market capitalisation of $45.4M. Its beta of 0.86 implies it has historically moved less than the broad market.
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.
Shelton International Select Equity Fund - Institutional Class is most often compared with the following Financial Services names: