Shelton International Select Equity Fund - Investor Class (SISLX) 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 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.