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Shelton International Select Eq Inst SISEX

Quantitative rating as of | See Shelton Investment Hub
  • NAV / 1-Day Return 22.81  /  0.83 %
  • Total Assets 76.9 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 5.05%
  • Turnover 46%

Morningstar’s Analysis SISEX

Will SISEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Shelton International Select Eq Inst's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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