SISEX Mutual Fund

SISEX Mutual Fund (Shelton International Select Equity Fund Institutional Class) is managed by Shelton Capital Management with $42.4M in net assets. SISEX expense ratio is 0.99%, holding 99 positions across sectors including Industrials, Materials, Information Technology. Inception date: 2008-12-19.

SISEX performance shows a YTD return of 14.80%. The 1-year return is 25.98% and the 5-year return is 7.70%. SISEX dividend yield stands at 1.54%, paid annually.

SISEX top holdings include Nordnet (2.2%), Asahi Intecc Ltd (2.2%), Thermo Fisher Scientific Sr Unsecured 02/46 5.546 (2.0%), Rockpoint Gas Storage Inc (2.0%), Pexa Group Ltd (2.0%). 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.