Shelton International Select Equity Fund (SISEX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SISEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SISEX
SISEX charges 0.99% annually. There are 276 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | SISEX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | SISEX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | SISEX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | SISEX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | SISEX vs FHLFX |
Best Risk-Adjusted Alternatives to SISEX
SISEX has a PortfoliosLab risk / return rank of 64. There are 159 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | SISEX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | SISEX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | SISEX vs PTSIX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | SISEX vs SWRLX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | SISEX vs VIHAX |
Top Performing SISEX Alternatives (YTD)
SISEX is at 14.72% YTD. There are 73 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 22.83% | — | Dec 2004 | SISEX vs DCINX | |
| Pear Tree Polaris Foreign Value Fund | 21.28% | — | May 1998 | SISEX vs QFVOX | |
| GMO Tax-Managed International Equities Fund | 21.02% | — | Jul 1998 | SISEX vs GTMIX | |
| Touchstone International Equity Fund | 21.00% | — | Mar 1993 | SISEX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 20.64% | — | Jun 2006 | SISEX vs GIOTX |
Lowest Volatility Alternatives to SISEX
SISEX has 15.00% 1-year volatility. There are 134 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | SISEX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | SISEX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | SISEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | SISEX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | SISEX vs FAOIX |
Lowest Drawdown Alternatives to SISEX
SISEX has a 1-year max drawdown of -11.94%. There are 242 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | SISEX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | SISEX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | SISEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | SISEX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | SISEX vs FAOAX |
Other Mutual Funds from Shelton
The 7 most viewed Shelton mutual funds shown here include NASDX, EQTIX, DEBTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 37 | 12.17% | — | Jan 2000 | SISEX vs NASDX | |
| Shelton Equity Income Fund | Derivative Income | 54 | 9.12% | — | Sep 1996 | SISEX vs EQTIX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 54 | 1.69% | — | Dec 2013 | SISEX vs DEBTX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 14 | 8.59% | — | Mar 2013 | SISEX vs NEXTX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 5 | -1.82% | — | Dec 1985 | SISEX vs CAUSX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 54 | 0.19% | — | Dec 1985 | SISEX vs CFNTX | |
| Shelton Emerging Markets Fund | Emerging Markets Equities | 56 | 17.04% | — | Mar 1997 | SISEX vs EMSQX |
Often Compared With SISEX
Investors most often compare SISEX with SPY, PZRIX, KGIIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SISEX with Any Fund or Stock
Compare SISEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SISEX with funds that move differently
Shelton International Select Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SISEX.
Explore SISEX Diversifiers