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| 9.17 Net Asset Value | +0.22% 1 Day | +14.34% Year-to-Date | Overall Morningstar Rating |
| Europe stock Style or Category | No Load Sales Expenses | 1.30% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.76% | 3 years | +1.46% | |
| 3 months | +0.02% | 5 years | +6.92% | |
| 1 year | +16.25% | Since inception | +1.84% |
| EUGIX | Category | |
|---|---|---|
| Performance 5-yr return | +6.92% | +9.28% |
| Expense ratio | 1.30% | 1.38% |
| Risk 5 year sharpe ratio | 0.68 | 0.81 |
| Net assets | $11.4M | $764.3M |
| Average market cap | $120.3B | $32.6B |
| Average P/E | 19.4 | 18.1 |
| Portfolio turnover | 0% | 0% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Shelton Capital Management |
| Fund manager & tenure | Stephen Rogers / 13 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| International stock | 92.34% |
| Cash | 7.66% |
| U.S. stock | 0.00% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Financial service | 20.49% |
| Healthcare | 17.07% |
| Industrial materials | 15.87% |
| Consumer goods | 15.00% |
| Energy | 13.62% |
| NSRGY Nestle | 5.58% |
| NVS Novartis | 5.38% |
| AXAHY Axa | 4.93% |
| BAYRY Bayer | 4.59% |
| SIEGY Siemens | 4.47% |
| RHHBY Roche | 4.35% |
| LVMUY LVMH Moet Hennessy Louis Vuitton | 4.12% |
| BUD Anheuser-Busch InBev | 3.94% |
| RDSA Royal Dutch Shell | 3.86% |
| SAP SAP SE | 3.42% |
