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    Shelton European Growth & Income Direct (EUGIX)

    8.86 Up 0.01(0.11%) Jul 2
    Prev Close:8.86
    YTD Return*:6.33%
    Net Assets*:11.03M
    Yield*:2.53%

    * As of 31-May-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for EUGIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    NVS6.66N/A
    NSRGY6.26N/A
    RHHBY5.43N/A
    BAYRY.DE5.33N/A
    BUD4.59N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:11.03M
    Category:Europe Stock
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:6.33%
    5y Avg Return:8.04%
    Rank in Category (ytd):93
    % Rank in Category (ytd):80.17%
    Beta (3y):1.08
    Morningstar Risk Rating:3

    Fund 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. View More
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