Shelton International Select Equity Fund - Institutional Class (SISEX) NASDAQ
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Currency In USD
Address
1875 Lawrence Street
Denver, CO 80202-1805
United States of America (the)
Phone
800-955-9988
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
January 03, 2017
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.