Shelton Capital Management European Growth & Income Fund

Scorecard
1 / 5 Stars
Lipper
1 1 1 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E+ (Sell)

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.

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Performance

The fund has returned 22.23 percent over the past year, 5.27 percent over the past three years, 14.96 percent over the past five years, and 4.58 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 22.2%
3 Years (Annualized) 5.3%
5 Years (Annualized) 15.0%
10 Years (Annualized) 4.6%

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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. Under normal market conditions, it is the fund's policy to invest 80% of its total assets (which includes the amount of any borrowings for investment purposes) 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 1.50 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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