| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
1
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#19 in Europe Stock
U.S. News evaluated 27 Europe Stock 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 15.87 percent over the past year, 4.56 percent over the past three years, -2.79 percent over the past five years, and 6.37 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.0% |
| 1 Year | 15.9% |
| 3 Years (Annualized) | 4.6% |
| 5 Years (Annualized) | -2.8% |
| 10 Years (Annualized) | 6.4% |
Summary
The investment seeks long term capital appreciation and income by investing in large-sized European companies. The fund invests primarily in the sponsored and non-sponsored ADRs stocks of large-sized companies located in Europe. In selecting securities, it attempts to use the Dow Jones European STOXX 50 Index as a target portfolio and a basis for selecting investments. Most companies considered for the fund will have market capitalizations of at least $10 billion. The fund normally invests 80% of total assets in ADRs of companies located in Europe.
Fees
Fees are Above Average compared to funds in the same category.
Shelton Capital Management European Growth & Income Fund has an expense ratio of 1.00 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
