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| 9.28 Net Asset Value | -0.43% 1 Day | -2.52% Year-to-Date | Overall Morningstar Rating |
| Europe stock Style or Category | No Load Sales Expenses | 1.41% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -2.73% | 3 years | +3.39% | |
| 3 months | +0.93% | 5 years | +4.66% | |
| 1 year | +3.03% | Since inception | +1.75% |
| EUGIX | Category | |
|---|---|---|
| Performance 5-yr return | +4.66% | +7.35% |
| Expense ratio | 1.41% | 1.32% |
| Risk 5 year sharpe ratio | 0.36 | 0.50 |
| Net assets | $9.8M | $738.9M |
| Average market cap | $109.8B | $25.0B |
| Average P/E | 14.0 | 14.7 |
| 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 | Matthias Knerr / 0 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| International stock | 97.82% |
| Cash | 2.18% |
| 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% |
| LVMUY LVMH Moet Hennessy Louis Vuitton | 6.61% |
| RDSA Royal Dutch Shell | 5.49% |
| BAYRY Bayer | 5.01% |
| SIEGY Siemens | 4.96% |
| AXAHY Axa | 4.85% |
| TOT Total | 4.34% |
| LRLCY L'Oreal | 4.33% |
| RHHBY Roche | 4.24% |
| SAP SAP SE | 4.21% |
| DEO Diageo | 4.08% |
