SISEX Mutual Fund

SISEX Mutual Fund (Shelton International Select Equity Fund Institutional Class) is managed by Shelton Capital Management with $41.0M in net assets. SISEX expense ratio is 0.99%, holding 101 positions across sectors including Industrials, Materials, Financials. Inception date: 2008-12-19.

SISEX performance shows a YTD return of 14.70%. The 1-year return is 17.40% and the 5-year return is 7.74%. SISEX dividend yield stands at 1.54%.

SISEX top holdings include Fuji Corp/aichi (2.7%), Nordnet (2.5%), Keller Group Plc (2.4%), Asahi Intecc Ltd (2.3%), Fuso Chemical Co Ltd (2.1%). Go to all SISEX holdings, SISEX sectors, or SISEX dividends.

SISEX can be compared against other funds. Use SISEX overlap to find shared positions, or SISEX vs another fund for a side-by-side view. SISEX alternatives are available via the screener, along with tax-loss harvesting opportunities.