| 8.62 Net Asset Value | +0.12% 1 Day | +6.42% Year-to-Date | Overall Morningstar Rating |
| Europe stock Style or Category | No Load Sales Expenses | 1.43% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +6.55% | 3 years | +10.19% | |
| 3 months | +5.20% | 5 years | -2.86% | |
| 1 year | +31.51% | Since inception | +0.86% |
| EUGIX | Category | |
|---|---|---|
| Performance 5-yr return | -2.86% | -2.19% |
| Expense ratio | 1.43% | 1.69% |
| Risk 5 year sharpe ratio | 0.00 | 0.07 |
| Net assets | $13.2M | $459.7M |
| Average market cap | $101.5B | $29.3B |
| Average P/E | 14.0 | 14.5 |
| 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 / 9 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 20.49% |
| Healthcare | 17.07% |
| Industrial materials | 15.87% |
| Consumer goods | 15.00% |
| Energy | 13.62% |
| SI Siemens AG ADR | 6.76% |
| NSRGY Nestle SA ADR | 6.54% |
| NVS Novartis AG ADR | 5.47% |
| HBC HSBC Holdings PLC ADR | 4.93% |
| VOD Vodafone Group PLC ADR | 4.76% |
| BP BP PLC ADR | 4.30% |
| RHHBY Roche Holding AG ADR | 4.01% |
| RDSA Royal Dutch Shell PLC ADR Class A | 3.82% |
| TOT Total SA ADR | 3.36% |
| BTI British American Tobacco PLC ADR | 3.19% |
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