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Shelton Emerging Markets Institutiona EMSQX

Quantitative rating as of | See Shelton Investment Hub
  • NAV / 1-Day Return 18.33  /  2.08 %
  • Total Assets 28.4 Mil
  • Adj. Expense Ratio
    1.560%
  • 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.

Summary

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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.

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