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.
- NAV / 1-Day Return 18.35 / 0.81 %
- Total Assets 28.0 Mil
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Adj. Expense Ratio
- 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.