Shelton Greater China Fund (SGCFX)

Net Asset Value
1 Day
Overall Morningstar Rating
China region
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets in the common and preferred stocks of Greater China companies. It invests primarily in companies that (i) are domiciled in- or traded on exchanges located in- the Greater China region- specifically Taiwan- Hong Kong- Singapore and the People's Republic of China or (ii) have derived or are expected to derive in the company's current fiscal year (measured as of the time of original investment) a significant portion (at least 50%) of their revenues by exporting to or importing from- trading with- or operating in- mainland China.


1 month+2.55% 3 years+10.52%
3 months+9.91% 5 years+8.93%
1 year+27.28% Since inception--
Data through --

Peer Comparisonvs. China region

Performance 5-yr return+8.93%+9.59%
Expense ratio2.59%1.70%
Risk 5 year sharpe ratio0.550.58
Net assets$9.2M$241.7M
Average market cap$69.6B$35.2B
Average P/E14.413.8
Portfolio turnover25%25%

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Fund Management and Purchase Info

Fund familyShelton Capital Management
Fund manager & tenureMatthias Knerr / 0 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


International stock99.69%
U.S. stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 13.04%
-- 6.26%
BABA Alibaba Group Holding Ltd5.06%
-- 4.98%
-- 4.25%
-- 4.24%
-- 3.85%
-- 3.48%
-- 3.30%
-- 3.00%