Shelton International Select Equity Fund (SISEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SISEX
SISEX charges 0.99% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among SISEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | SISEX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | SISEX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | SISEX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | SISEX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | SISEX vs FHLFX |
Best Risk-Adjusted Alternatives to SISEX
Among mutual funds in the Foreign Large Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | SISEX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | SISEX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | SISEX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | SISEX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | SISEX vs GTMIX |
Top Performing SISEX Alternatives (YTD)
SISEX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | SISEX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | SISEX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | SISEX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | SISEX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | SISEX vs KGIIX |
Lowest Volatility Alternatives to SISEX
SISEX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | SISEX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | SISEX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | SISEX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | SISEX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | SISEX vs GSINX |
Lowest Drawdown Alternatives to SISEX
SISEX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | SISEX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | SISEX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | SISEX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | SISEX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | SISEX vs GSIMX |
Other Mutual Funds from Shelton Capital Management
Most popular Shelton Capital Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Equity Income Fund | Derivative Income | 19 | -5.55% | Sep 3, 1996 | SISEX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 55 | 1.32% | Mar 12, 2013 | SISEX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 56 | -1.26% | Dec 11, 2013 | SISEX vs DEBTX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 81 | 1.25% | Mar 19, 1997 | SISEX vs EMSQX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 30 | -0.84% | Dec 3, 1985 | SISEX vs CFNTX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 29 | -0.25% | Dec 3, 1985 | SISEX vs CAUSX |
Often Compared With SISEX
What investors most often compare with SISEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | SISEX vs SPY | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 94 | 2.74% | Mar 1, 1993 | SISEX vs SWRLX | |
| AQR International Defensive Style Fund | Foreign Large Cap Equities | 53 | -0.25% | Jul 9, 2012 | SISEX vs ANDIX | |
| Artisan International Fund Institutional Class | Foreign Large Cap Equities | 89 | 3.79% | Jul 1, 1997 | SISEX vs APHIX |
Compare SISEX with Any Fund or Stock
Compare SISEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.