Shelton International Select Equity Fund - Investor Class

Frequently Asked Questions About SISLX

What does SISLX invest in?

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.

What is the expense ratio of SISLX?

Shelton International Select Equity Fund - Investor Class (SISLX) charges an expense ratio of 1.24%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SISLX?

Shelton International Select Equity Fund - Investor Class (SISLX) is one share class of a fund that manages $45.9M across all of its share classes (SISEX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is SISLX actively managed or an index fund?

SISLX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SISLX's is 1.24%) in exchange for the discretion to over- or under-weight positions.

When was SISLX launched?

Shelton International Select Equity Fund - Investor Class (SISLX) launched in January 2017 and is managed by the fund issuer.

How has SISLX performed?

SISLX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.