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Shelton Emerging Markets Investor EMSLX

Quantitative rating as of
  • NAV / 1-Day Return 18.35  /  0.81 %
  • Total Assets 28.0 Mil
  • Adj. Expense Ratio
    1.810%
  • Expense Ratio 1.810%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.52%
  • Turnover 21%

Morningstar’s Analysis EMSLX

Will EMSLX outperform in future?

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

Summary

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Shelton Emerging Markets Investor boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Quantitative Rating at Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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