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| 9.49 Net Asset Value | -0.42% 1 Day | -0.32% 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 | +3.78% | 3 years | +3.63% | |
| 3 months | -4.53% | 5 years | +5.77% | |
| 1 year | +12.86% | Since inception | +1.73% |
| EUGIX | Category | |
|---|---|---|
| Performance 5-yr return | +5.77% | +7.35% |
| Expense ratio | 1.41% | 1.32% |
| Risk 5 year sharpe ratio | 0.40 | 0.58 |
| Net assets | $9.8M | $808.5M |
| Average market cap | -- | $26.7B |
| Average P/E | -- | 15.4 |
| 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 | 97.86% |
| Cash | 2.14% |
| 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 | 5.83% |
| AXAHY Axa | 5.13% |
| RDSA Royal Dutch Shell | 5.03% |
| SIEGY Siemens | 4.86% |
| BAYRY Bayer | 4.73% |
| RHHBY Roche | 4.53% |
| AZSEY Allianz | 4.19% |
| TOT Total | 4.13% |
| LRLCY L'Oreal | 4.05% |
| SAP SAP SE | 3.92% |
