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Morningstar

Shelton Emerging Markets Institutiona EMSQX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis EMSQX

Will EMSQX outperform in 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 EMSQX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the EMSQX 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 EMSQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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