Shelton International Select Equity Fund Investor Class (SISLX)

Overview

The fund is an investment vehicle that focuses primarily on equity securities of foreign companies, indicating a strategy aimed at capitalizing on the growth potential outside of the United States. By allocating at least 80% of its net assets, along with any borrowings meant for investment purposes, towards equity securities of foreign entities, the fund shows a clear commitment to international markets. This approach suggests a belief in the superior growth prospects or valuation appeal of non-U.S. companies. Furthermore, the fund's strategy to diversify across approximately 30 to 50 issuers reflects a balanced approach towards risk management, aiming to blend growth potential with a degree of safety against market volatility.

Products and Services

The fund offers investment opportunities primarily through the following vehicles:

• Equity Securities of Foreign Companies: The majority of the fund's portfolio is invested in the equity securities of companies based outside the United States. This includes both companies located in developed markets and, potentially, those domiciled in emerging markets. This strategy aims to capture the growth potential in regions and sectors that may be underrepresented in U.S. focused portfolios, offering diversification benefits and exposure to global economic growth.
• Developed and Emerging Market Investments: While focusing on developed markets, the fund also opens the door to investments in emerging markets. This diversified approach allows investors to benefit from the high growth potential in emerging economies, albeit with a higher risk due to political and economic instability. The fund strategically allocates at least 30% of its net assets, plus any borrowings for investment purposes, in non-U.S. company securities, showing a significant commitment to capturing global market dynamics.