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Shelton International Select Equity Fund - Investor Class (SISLX)

NASDAQ Financial Services Asset Management
$34.27 ▼ -0.09%
Market Cap
$46.3M
Sector
Financial Services
Industry
Asset Management
Beta
0.88
52-Wk Range
27.62-34.61
CEO
Country
US
Currency
USD

Shelton International Select Equity Fund - Investor Class operates in the Asset Management industry of the Financial Services sector, headquartered in Denver, CO, US. The stock last traded at $34.27, down 0.09% on the session, giving a market capitalisation of $46.3M. Its beta of 0.88 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2017-01-03
Headquarters
Denver, CO, US
About Shelton International Select Equity Fund - Investor Class

This fund aims to achieve substantial asset growth over an extended horizon. A cornerstone of its strategy involves allocating a minimum of 80% of its net assets (including any borrowed capital) to a diverse collection of international stocks. These non-U.S. companies are specifically selected for their promising prospects in earnings expansion. While concentrating on businesses in established global economies, the fund retains the flexibility to invest in firms situated in developing markets as well. It is mandated that at least 30% of its total assets, factoring in borrowings, remain invested in non-U.S. securities. Typically, its portfolio will encompass stakes in roughly 30 to 50 distinct corporate entities.

Comparable companies

Shelton International Select Equity Fund - Investor Class is most often compared with the following Financial Services names:

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