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.
Shelton Emerging Markets Fund Institutional Shares EMSQX
- NAV / 1-Day Return 22.06 / −5.69 %
- Total Assets 25.5M
-
Adj. Expense Ratio
1.230%
- Expense Ratio 0.980%
- 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 1.43%
- Turnover 82%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 12:11 AM GMT+0
Morningstar’s Analysis EMSQX
Will EMSQX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | 13.10 | 3M | Technology |
Samsung Electronics Co Ltd | 8.01 | 2M | Technology |
Tencent Holdings Ltd | 4.84 | 1M | Communication Services |
Ping An Insurance (Group) Co. of China Ltd Class H | 4.36 | 1M | Financial Services |
Itau Unibanco Holding SA Participating Preferred | 4.31 | 1M | Financial Services |
Infosys Ltd ADR | 3.59 | 832,216 | Technology |
GEK Terna Holding Real Estate Construction SA | 2.93 | 680,338 | Industrials |
Guotai Haitong Securities Co Ltd Registered Shs -H- Unitary 144A/Reg S | 2.93 | 679,131 | Financial Services |
Zijin Mining Group Co Ltd Class H | 2.92 | 678,159 | Basic Materials |
Firstrand Ltd | 2.92 | 677,276 | Financial Services |
United States