Shelton International is trading at 29.31 as of the 26th of September 2025; that is 0.58 percent up since the beginning of the trading day. The fund's open price was 29.14. Shelton International has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of June 2025 and ending today, the 26th of September 2025. Click here to learn more.
The fund primarily invests at least 80 percent of its net assets 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. More on Shelton International Select
Shelton International Select [SISEX] is traded in USA and was established 26th of September 2025. Shelton International is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Shelton Capital Management family. This fund at this time has accumulated 58.46 M in assets with no minimum investment requirementsShelton International is currently producing year-to-date (YTD) return of 22.04% with the current yeild of 0.03%, while the total return for the last 3 years was 12.83%.
Check Shelton International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Shelton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Shelton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Shelton International Select Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Shelton International Select Mutual Fund Constituents
Other Information on Investing in Shelton Mutual Fund
Shelton International financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton International security.