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 264 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 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 Value Fund | 0.01% | — | Dec 2009 | SISEX vs FINVX | |
| 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 47. There are 106 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 | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | SISEX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | SISEX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | SISEX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | SISEX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | SISEX vs DFWVX |
Top Performing SISEX Alternatives (YTD)
SISEX is at 14.15% YTD. There are 92 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | SISEX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | SISEX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | SISEX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | SISEX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | SISEX vs DCINX |
Lowest Volatility Alternatives to SISEX
SISEX has 14.22% 1-year volatility. There are 131 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | SISEX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | SISEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | SISEX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | SISEX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | 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 | |
|---|---|---|---|---|---|
| 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 M | -7.29% | — | Apr 1990 | SISEX vs FAERX |
Other Mutual Funds from Shelton Capital Management
The 6 most viewed Shelton Capital Management mutual funds shown here include EQTIX, NEXTX, DEBTX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Equity Income Fund | Derivative Income | 53 | 9.64% | — | Sep 1996 | SISEX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 31 | 15.71% | — | Mar 2013 | SISEX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 54 | 1.15% | — | Dec 2013 | SISEX vs DEBTX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 56 | 1.42% | — | Dec 1985 | SISEX vs CFNTX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 10 | -0.27% | — | Dec 1985 | SISEX vs CAUSX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 82 | 24.26% | — | 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.
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