Morningstar

Shelton Emerging Markets Fund Investor Shares EMSLX

Morningstar Medalist Rating
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Medalist Rating as of See Shelton Investment Hub
  • NAV / 1-Day Return $21.24  /  +0.38 %
  • Fund Size $23.7M
  • Adjusted Expense Ratio 1.230%
  • Net Expense Ratio 1.230%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.91%
  • Turnover Ratio 82%
NAV and 1-Day Return as of

Morningstar’s Analysis EMSLX

Will EMSLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EMSLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EMSLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EMSLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Shelton Emerging Markets Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings EMSLX

More EMSLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

16.65 4M
Technology

Samsung Electronics Co Ltd

8.43 2M
Technology

SK hynix Inc

4.38 1M
Technology

HDFC Bank Ltd ADR

3.89 989,439
Financial Services

ICICI Bank Ltd ADR

3.36 854,050
Financial Services

Petroleo Brasileiro SA Petrobras

3.07 780,113
Energy

Ping An Insurance (Group) Co. of China Ltd Class H

2.97 756,302
Financial Services

ANTA Sports Products Ltd

2.95 750,041
Consumer Cyclical

Shinhan Financial Group Co Ltd

2.66 677,028
Financial Services

Firstrand Ltd

2.65 674,720
Financial Services

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