Shelton International Select Equity Fund - Investor Class
SISLX
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- Shelton International Select Equity Fund - Investor Class (SISLX) is an open-end mutual fund managed by Shelton Capital Management that seeks long-term capital appreciation by investing primarily in a concentrated portfolio of 30-50 mid-to-large cap foreign equity securities; the fund employs a proprietary investment process focused on identifying companies that generate superior and consistent internal returns on capital to create shareholder value; it benchmarks performance against the MSCI ACWI ex USA Index and falls within the Foreign Large Blend category. The Investor Class shares (ticker: SISLX) feature a net expense ratio of 1.24%, with a minimum initial investment of $1,000 and additional investments of $1,000; the fund maintains high exposure to non-U.S. stocks (approximately 95.89%), minimal cash (2.51%), and limited U.S. equities (1.61%), targeting individual investors, wealth managers, retirement plans, and financial advisors primarily in the United States. Shelton Capital Management, founded in 1985 and headquartered in Denver, Colorado, with additional offices in San Francisco and Greenwich, Connecticut, serves as the investment adviser, overseeing total firm assets exceeding $7 billion across mutual funds, separately managed accounts, ETFs, fixed income strategies, and equity offerings. In December 2025, Shelton Capital Management announced an agreement to acquire the assets of Stringer Asset Management, adding approximately $650 million in risk-managed, ETF-based portfolios (including Growth, Moderate Growth, Conservative Growth, Income with Growth, Income, and Tactical Opportunities models) while preserving Stringer's full investment team and strategies, thereby expanding Shelton's multi-strategy platform to over $7 billion in assets under management. This acquisition aligns with Shelton's pattern of strategic growth through partnerships, including prior integrations such as the 2020 merger of Cedar Ridge Unconstrained Credit Fund into the Shelton Tactical Credit Fund and earlier restructuring of ICON Funds. The Shelton International Select Equity Fund itself continues to operate without reported structural changes, crossing $100 million in assets under management (approaching $150 million including separately managed accounts) as of October 2020, with portfolio management led by Derek Izuel since January 2022.