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SISLX Shelton International Select Eq Inv Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation. The fund primarily invests at least 80% of its net assets (plus borrowings for investment purposes) in a combination of equity securities of foreign companies with a suitable potential for earnings growth. It invests its assets in equity securities of non-U.S. companies located in countries with developed markets but may also invest in companies domiciled in emerging markets. The fund will invest at least 30% of its net assets, plus any borrowings for investment purposes, in securities of non-U.S. companies. It will normally invest in the securities of approximately 30 to 50 issuers.

Market Cap

The average market capitalization across the Shelton International Select Eq Inv MF is 153.68B. The market cap for tickers in the group ranges from 3.79B to 327.81B. NSRGY holds the highest valuation in this group at 327.81B. The lowest valued company is MC at 3.79B.

Volume

The average weekly volume growth across all stocks in the Shelton International Select Eq Inv MF was 6%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was 26%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 60
P/E Growth Rating: 33
Price Growth Rating: 44
SMR Rating: 64
Profit Risk Rating: 37
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Foreign Large Blend
Address
Shelton Greater China Fund44 Montgomery Street #2100San Francisco
Phone
(800) 955-9988
Web
WWW.SHELTONCAP.COM
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TFCCX20.31-0.09
-0.44%
Touchstone Large Cap C
JMGRX156.86-0.77
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Janus Henderson Enterprise I
KDHIX60.51-0.37
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DWS CROCI Equity Dividend Inst
VLSAX19.52-0.12
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Virtus KAR Long/Short Equity A
CPXRX17.05-0.17
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Columbia Mid Cap Index Inst2

SISLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SISLX has been closely correlated with MDIHX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if SISLX jumps, then MDIHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SISLX
1D Price
Change %
SISLX100%
-0.29%
MDIHX - SISLX
83%
Closely correlated
N/A
FSGEX - SISLX
83%
Closely correlated
-0.13%
VTMNX - SISLX
82%
Closely correlated
N/A
VFWPX - SISLX
81%
Closely correlated
-0.17%
VDIPX - SISLX
81%
Closely correlated
-0.04%
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