Morningstar

Shelton Emerging Markets Fund Institutional Shares EMSQX

Morningstar Medalist Rating
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Medalist Rating as of See Shelton Investment Hub
  • NAV / 1-Day Return$20.74  /  −1.47%
  • Fund Size$21.4M
  • Adjusted Expense Ratio1.230%
  • Net Expense Ratio0.980%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryDiversified Emerging Markets
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$500,000
  • Investment StatusOpen
  • TTM Yield1.54%
  • Turnover Ratio82%
NAV and 1-Day Return as of

Morningstar’s Analysis EMSQX

Will EMSQX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Shelton Emerging Markets Institutiona holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EMSQX

More EMSQX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Petroleo Brasileiro SA Petrobras

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Ping An Insurance (Group) Co. of China Ltd Class H

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ANTA Sports Products Ltd

2.95750,041
Consumer Cyclical

Shinhan Financial Group Co Ltd

2.66677,028
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Firstrand Ltd

2.65674,720
Financial Services

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