| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
1
2
5
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
U.S. News evaluated 30 China Region Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Shelton Capital Management funds
Performance
The fund has returned 8.26 percent over the past year, 0.47 percent over the past three years, -1.98 percent over the past five years, and 6.99 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.3% |
| 1 Year | 8.3% |
| 3 Years (Annualized) | 0.5% |
| 5 Years (Annualized) | -2.0% |
| 10 Years (Annualized) | 7.0% |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the fund's net assets in the common and preferred stocks of Greater China Companies. It invests primarily in companies that (i) are domiciled in, or traded on exchanges located in the Greater China region, specifically Taiwan, Hong Kong, Singapore and the People's Republic of China or (ii) have derived or are expected to derive in the company's current fiscal year (measured as of the time of original investment) a significant portion (at least 50%) of their revenues by exporting to or importing from, trading with or operating in mainland China.
Fees
Fees are High compared to funds in the same category.
Shelton Greater China Fund has an expense ratio of 1.72 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
