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Shelton European Growth & Income K (EUGKX)

9.86 Up 0.05(0.51%) Apr 17
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Prev Close:9.81
YTD Return*:1.49%
Net Assets*:14.83M
Yield*:1.51%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for EUGKX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NSRGY6.372.27
NVS6.098.52
RHHBY5.038.87
HSBC.L4.23-5.31
SAN.BC4.039.59

Fund Basics

Morningstar Overall Rating:
Total Assets:14.83M
Category:Europe Stock
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:1.49%
5y Avg Return:13.44%
Rank in Category (ytd):45
% Rank in Category (ytd):42.06%
Beta (3y):1.07
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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