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Shelton

Shelton Parent Rating

Average

In a competitive industry, Shelton does n't differentiate itself enough, leading to an Average Parent Pillar rating.

Longevity at the firm has been impressive. Its 10-year success ratio is 72%, meaning that 72% of the products have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. A sign of strength at Shelton is its longest-tenured management, which boasts 18 years of average asset-weighted tenure at the firm. This wealth of experience builds confidence that the group can navigate a variety of market environments adeptly. Despite other redeeming qualities as a firm, Shelton has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

Shelton Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

3.23 Bil

Investment Flows (TTM)

152.55 Mil

Asset Growth Rate (TTM)

6.03%

# of Share Classes

22
Morningstar Rating # of Share Classes
5
4
7
6
0
Not Rated 0

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