A sound investment process and strong management team underpin Shelton Emerging Markets Institutiona's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 18.33 / 2.08 %
- Total Assets 28.4 Mil
Adj. Expense Ratio
- Expense Ratio 1.560%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Diversified Emerging Mkts
- Investment Style Large Blend
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 1.38%
- Turnover 21%
Morningstar’s Analysis EMSQX
Will EMSQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.