SISEX – Shelton International Select Eq Inst Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve 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 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SISLX	Shelton International Select Equity Fund Investor Class	No Load	Open			Jul 31, 2009	$4.68M	1.240%	High	$1,000	−$430,909.13
SISEX	Shelton International Select Equity Fund Institutional Class	Institutional	Open			Dec 19, 2008	$40.86M	1.240%	High	$500,000	−$6.52M

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