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    Shelton European Growth & Income K (EUGKX)

    8.94 Down 0.04(0.45%) Dec 19
    Prev Close:8.98
    YTD Return*:-2.49%
    Net Assets*:13.00M
    Yield*:1.42%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for EUGKX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    NVS7.3222.79
    NSRGY7.234.79
    RHHBY5.6010.42
    BAYRY.DE4.796.87
    BUD3.8110.98

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:13M
    Category:Europe Stock
    Annual Report Expense Ratio (net):1.49%

    Performance & Risk

    YTD Return:-2.49%
    5y Avg Return:3.29%
    Rank in Category (ytd):19
    % Rank in Category (ytd):19.59%
    Beta (3y):1.02
    Morningstar Risk Rating:2

    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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