Shelton International Select Equity Wrap (S:0P00017W0W)
47.17
-5.07
(-9.70%)
USD |
Mar 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of May 16, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4.39% | 404.35 | -3.20% |
| Roche Holding AG | 3.90% | 51.09 | -0.39% |
| Novartis AG | 3.52% | 148.08 | -1.13% |
| ENGIE SA | 3.48% | 31.18 | -2.30% |
| Mitsubishi Electric Corp. | 3.32% | 81.11 | -0.76% |
| AerCap Holdings NV | 3.30% | 139.77 | -1.62% |
| BNP Paribas SA | 3.17% | 50.48 | -6.52% |
| AIA Group Ltd. | 3.09% | 44.62 | -1.15% |
| Canadian Natural Resources Ltd. | 2.75% | 66.08 | 1.19% |
| Intesa Sanpaolo SpA | 2.69% | 40.08 | -1.13% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |