SISEX Alternatives & Similar Mutual Funds

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 265 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
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	SISEX vs FSGEX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	SISEX vs FSOSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	SISEX vs FINVX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	SISEX vs FIGSX
FHLFX	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 52. There are 125 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	SISEX vs SWRLX
TIVFX	American Beacon Tocqueville International Value Fu...	94	—	Aug 1994	SISEX vs TIVFX
DCINX	Dunham International Stock Fund	92	—	Dec 2004	SISEX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	91	—	Jul 1998	SISEX vs GTMIX
THOIX	Thornburg Global Opportunities Fund	91	—	Jul 2006	SISEX vs THOIX

Top Performing SISEX Alternatives (YTD)

SISEX is at 14.69% YTD. There are 110 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	40.47%	—	Aug 1994	SISEX vs TIVFX
CIGIX	Calamos International Growth Fund	38.33%	—	Mar 2005	SISEX vs CIGIX
JIJIX	John Hancock International Dynamic Growth Fund	33.48%	—	May 2019	SISEX vs JIJIX
LIAGX	Lord Abbett International Growth Fund	33.43%	—	Jun 2021	SISEX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	32.58%	—	Apr 2019	SISEX vs FISZX

Lowest Volatility Alternatives to SISEX

SISEX has 14.61% 1-year volatility. There are 122 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.76%	—	Feb 2017	SISEX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.76%	—	Sep 1996	SISEX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	8.76%	—	Nov 1997	SISEX vs FAOCX
FAERX	Fidelity Advisor Overseas Fund Class M	8.78%	—	Apr 1990	SISEX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.78%	—	Jul 1995	SISEX vs FAOIX

Lowest Drawdown Alternatives to SISEX

SISEX has a 1-year max drawdown of -11.94%. There are 239 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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	SISEX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	SISEX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	SISEX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	SISEX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	SISEX vs FAOAX

Other Mutual Funds from Shelton Capital Management

The 7 most viewed Shelton Capital Management mutual funds shown here include NASDX, EQTIX, NEXTX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	71	20.21%	—	Jan 2000	SISEX vs NASDX
EQTIX	Shelton Equity Income Fund	Derivative Income	47	8.64%	—	Sep 1996	SISEX vs EQTIX
NEXTX	Shelton Green Alpha Fund	Mid Cap Growth Equities	18	12.15%	—	Mar 2013	SISEX vs NEXTX
DEBTX	Shelton Tactical Credit Fund	Nontraditional Bonds	60	1.74%	—	Dec 2013	SISEX vs DEBTX
CFNTX	Green California Tax-Free Income Fund	Municipal Bonds	64	1.89%	—	Dec 1985	SISEX vs CFNTX
CAUSX	Shelton Capital Management U.S. Government Securit...	Government Bonds	7	-0.38%	—	Dec 1985	SISEX vs CAUSX
EMSQX	Shelton Emerging Markets Fund	Emerging Markets Diversified	80	24.99%	—	Mar 1997	SISEX vs EMSQX

Often Compared With SISEX

Investors most often compare SISEX with SPY, PZRIX, KGIIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	SISEX vs SPY
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	77	10.46%	—	Jun 2015	SISEX vs PZRIX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	53	4.07%	—	Jun 2015	SISEX vs KGIIX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	75	8.07%	—	Jan 2014	SISEX vs EPDIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	74	7.93%	—	Jan 2014	SISEX vs EPDPX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	20	3.84%	—	Jun 2021	SISEX vs GQJPX
SSIFX	Sextant International Fund	Foreign Large Cap Equities	54	23.31%	—	Sep 1995	SISEX vs SSIFX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	SISEX vs ANDIX
FICCX	Fidelity Advisor Canada Fund Class I	Foreign Large Cap Equities	23	4.50%	—	May 2007	SISEX vs FICCX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	46	15.87%	—	Jul 1997	SISEX vs APHIX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	36	6.18%	—	Oct 2016	SISEX vs SIMYX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.65%	—	Dec 2016	SISEX vs GSIMX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	46	10.22%	—	Jun 1993	SISEX vs TBGVX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.57%	—	Dec 2016	SISEX vs GSINX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	14	3.49%	—	May 2015	SISEX vs FSKLX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	79	11.46%	—	Sep 2011	SISEX vs PTSIX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	55	10.21%	—	Jun 2015	SISEX vs PPYPX
DFWVX	DFA World ex U.S. Value Portfolio Fund	Foreign Large Cap Equities	89	16.20%	—	Aug 2010	SISEX vs DFWVX
STEZX	AB International Strategic Equities Portfolio	Foreign Large Cap Equities	86	23.36%	—	Dec 2015	SISEX vs STEZX
SAHMX	SA International Value Fund	Foreign Large Cap Equities	88	11.15%	—	Aug 1999	SISEX vs SAHMX

Compare SISEX with Any Fund or Stock

Compare SISEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Shelton International Select Equity Fund (SISEX) Alternatives