Shelton European Growth & Income K (EUGKX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for EUGKX at this time.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.50%|
Performance & Risk
|5y Avg Return:||13.44%|
|Rank in Category (ytd):||45|
|% Rank in Category (ytd):||42.06%|
|Morningstar Risk Rating:||2|
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