2 / 5 Stars
1 1 1 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#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.
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%|
|3 Years (Annualized)||4.6%|
|5 Years (Annualized)||-2.8%|
|10 Years (Annualized)||6.4%|
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 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 is Below Average compared to funds in the same category according to Morningstar.