Morningstar

Shelton International Select Equity Fund Investor Class SISLX

Morningstar Medalist Rating
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Medalist Rating as of See Shelton Investment Hub
  • NAV / 1-Day Return $32.63  /  −0.97 %
  • Fund Size $44.8M
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 1.240%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.94%
  • Turnover Ratio 186%
NAV and 1-Day Return as of

Morningstar’s Analysis SISLX

Will SISLX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SISLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SISLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SISLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Shelton International Select Eq Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SISLX

More SISLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

3.29 1M
Government

Brother Industries Ltd

2.14 971,322
Industrials

Wesdome Gold Mines Ltd

2.09 948,808
Basic Materials

Keller Group PLC

2.05 933,191
Industrials

Nissan Chemical Corp

2.03 921,550
Basic Materials

Georg Fischer AG

2.01 914,240
Industrials

FUJI Seal International Inc

1.97 894,526
Consumer Cyclical

Indus Holding AG

1.95 885,939
Industrials

KDX Realty Investment Corp

1.94 879,499
Real Estate

Fukuoka Financial Group Inc

1.93 878,003
Financial Services

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