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Shelton Greater China (SGCFX)

7.13 Down 0.01(0.14%) Apr 16
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Prev Close:7.14
YTD Return*:-2.36%
Net Assets*:10.56M
Yield*:3.11%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for SGCFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TCTZF6.8313.97
CHFFF5.5111.38
2330.TW4.71-6.21
CCOHF4.392.02
009394.02-8.40

Fund Basics

Morningstar Overall Rating:
Total Assets:10.56M
Category:China Region
Annual Report Expense Ratio (net):2.36%

Performance & Risk

YTD Return:-2.36%
5y Avg Return:11.82%
Rank in Category (ytd):18
% Rank in Category (ytd):17.65%
Beta (3y):0.86
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the fund's net assets in the common and preferred stocks of Greater China Companies. It invests primarily in companies that (i) are domiciled in, or traded on exchanges located in the Greater China region, specifically Taiwan, Hong Kong, Singapore and the People's Republic of China or (ii) have derived or are expected to derive in the company's current fiscal year (measured as of the time of original investment) a significant portion (at least 50%) of their revenues by exporting to or importing from, trading with or operating in mainland China. View More
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