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 266 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
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	SISEX vs FINVX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	SISEX vs FHLFX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	SISEX vs FIGSX
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

Best Risk-Adjusted Alternatives to SISEX

SISEX has a PortfoliosLab risk / return rank of 47. There are 129 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	92	—	Jul 1998	SISEX vs GTMIX
SWRLX	Touchstone International Equity Fund	92	—	Mar 1993	SISEX vs SWRLX
SAHMX	SA International Value Fund	89	—	Aug 1999	SISEX vs SAHMX
DCINX	Dunham International Stock Fund	88	—	Dec 2004	SISEX vs DCINX
GIOTX	GMO International Developed Equity Allocation Fund	87	—	Jun 2006	SISEX vs GIOTX

Top Performing SISEX Alternatives (YTD)

SISEX is at 13.32% YTD. There are 90 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.55%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	28.55%	—	Aug 1994	SISEX vs TIVFX
FISZX	Fidelity SAI International SMA Completion Fund	26.94%	—	Apr 2019	SISEX vs FISZX
CIGIX	Calamos International Growth Fund	25.57%	—	Mar 2005	SISEX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	24.40%	—	Jun 2021	SISEX vs LIAGX
DCINX	Dunham International Stock Fund	23.49%	—	Dec 2004	SISEX vs DCINX

Lowest Volatility Alternatives to SISEX

SISEX has 14.75% 1-year volatility. There are 121 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.34%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	8.34%	—	Nov 1997	SISEX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.34%	—	Feb 2017	SISEX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.35%	—	Sep 1996	SISEX vs FAOAX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.36%	—	Jul 1995	SISEX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	8.37%	—	Apr 1990	SISEX vs FAERX

Lowest Drawdown Alternatives to SISEX

SISEX has a 1-year max drawdown of -11.94%. There are 238 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	60	18.34%	—	Jan 2000	SISEX vs NASDX
EQTIX	Shelton Equity Income Fund	Derivative Income	52	10.15%	—	Sep 1996	SISEX vs EQTIX
NEXTX	Shelton Green Alpha Fund	Mid Cap Growth Equities	12	10.91%	—	Mar 2013	SISEX vs NEXTX
DEBTX	Shelton Tactical Credit Fund	Nontraditional Bonds	64	1.89%	—	Dec 2013	SISEX vs DEBTX
CAUSX	Shelton Capital Management U.S. Government Securit...	Government Bonds	7	-0.74%	—	Dec 1985	SISEX vs CAUSX
CFNTX	Green California Tax-Free Income Fund	Municipal Bonds	75	2.20%	—	Dec 1985	SISEX vs CFNTX
EMSQX	Shelton Emerging Markets Fund	Emerging Markets Diversified	70	18.56%	—	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	66	10.45%	783.21B	Jan 1993	SISEX vs SPY
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	76	11.61%	—	Jun 2015	SISEX vs PZRIX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	37	2.09%	—	Jun 2015	SISEX vs KGIIX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	76	6.77%	—	Jan 2014	SISEX vs EPDIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	75	6.64%	—	Jan 2014	SISEX vs EPDPX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	21	5.41%	—	Dec 2016	SISEX vs GSINX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	28	5.77%	—	Jun 2021	SISEX vs GQJPX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	45	14.40%	—	Jul 1997	SISEX vs APHIX
FICCX	Fidelity Advisor Canada Fund Class I	Foreign Large Cap Equities	34	7.32%	—	May 2007	SISEX vs FICCX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	83	13.85%	—	Sep 2011	SISEX vs PTSIX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	42	7.68%	—	Oct 2016	SISEX vs SIMYX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	21	5.47%	—	Dec 2016	SISEX vs GSIMX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	46	11.00%	—	Jun 1993	SISEX vs TBGVX
SSIFX	Sextant International Fund	Foreign Large Cap Equities	39	17.95%	—	Sep 1995	SISEX vs SSIFX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	24	6.68%	—	May 2015	SISEX vs FSKLX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	SISEX vs ANDIX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	59	12.23%	—	Jun 2015	SISEX vs PPYPX
DFWVX	DFA World ex U.S. Value Portfolio Fund	Foreign Large Cap Equities	84	14.79%	—	Aug 2010	SISEX vs DFWVX
STEZX	AB International Strategic Equities Portfolio	Foreign Large Cap Equities	80	19.21%	—	Dec 2015	SISEX vs STEZX
THOIX	Thornburg Global Opportunities Fund	Foreign Large Cap Equities	86	9.76%	—	Jul 2006	SISEX vs THOIX

Compare SISEX with Any Fund or Stock

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

Symbol name

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