| 7.12 Net Asset Value | 0.00% 1 Day | 0.00% Year-to-Date | Overall Morningstar Rating |
| China region Style or Category | No Load Sales Expenses | 2.17% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +1.28% | 3 years | +5.00% | |
| 3 months | +0.14% | 5 years | -1.96% | |
| 1 year | +16.72% | Since inception | -- |
| SGCFX | Category | |
|---|---|---|
| Performance 5-yr return | -1.96% | -1.70% |
| Expense ratio | 2.17% | 1.84% |
| Risk 5 year sharpe ratio | 0.05 | 0.12 |
| Net assets | $14.4M | $226.0M |
| Average market cap | $30.6B | $25.3B |
| Average P/E | 12.3 | 11.0 |
| Portfolio turnover | 81% | 81% |
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 | William Mock / 0 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Taiwan Semiconductor Manufacturing Co Ltd | 6.21% |
| -- China Construction Bank Corp H Shares | 5.06% |
| -- Industrial And Commercial Bank Of China Ltd. H Shares | 4.86% |
| -- China Mobile Ltd. | 4.77% |
| -- CNOOC, Ltd. | 4.24% |
| -- China State Construction International Holdings Ltd. | 3.85% |
| -- AIA Group Ltd. | 3.50% |
| -- Bank Of China Ltd. H Shares | 3.47% |
| -- Mediatek Inc. | 3.21% |
| -- Link Real Estate Investment Trust | 3.05% |
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