Shelton International Select Equity Fund - Institutional Class (SISEX) Research
This fund primarily allocates at least 80% of its net assets, including borrowed capital, to equity investments in international companies. The selection process emphasizes foreign businesses demonstrating strong potential for earnings growth. While focusing its equity holdings on non-U.S. entities predominantly based in developed economies, the fund also retains the flexibility to invest in firms situated in emerging markets. To maintain significant global exposure, a minimum of 30% of its total assets, including any leveraged funds, will be dedicated to non-U.S. company securities. The portfolio typically comprises investments in the shares of approximately 30 to 50 different issuers.
Market snapshot
- Symbol
- SISEX
- Price
- $33.98
- Day change
- +0.03%
- Market cap
- $46.5M
- 52-week range
- 26.98-34.55
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- abrdn Global Infrastructure Fund Class A (AIAFX)
- Cambiar Aggressive Value Fund Investor Class (CAMAX)
- Eaton Vance Greater China Growth A (EVCGX)
- Nuveen Large Cap Select Fund Class A (FLRAX)
- Nuveen Large Cap Select Fund Class C (FLYCX)
- Glenmede Long/Short Portfolio (GTAPX)
- Glenmede Disciplined International Equity Portfolio - Advisor Class (GTCIX)
- Federated Hermes Emerging Markets Equity Fund Class IS (PIEFX)
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