EMSQX – Shelton Emerging Markets Institutiona Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. The fund primarily invests, under normal market conditions, at least 80% of its net assets (plus borrowings for investment purposes) in a combination of equity securities of foreign (i.e., non-U.S.) companies in "Emerging Markets" with a suitable potential for earnings growth. Under normal market conditions, the fund seeks to achieve its investment objective by investing primarily in a universe of stocks listed within the MSCI Emerging Markets Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EMSLX	Shelton Emerging Markets Fund Investor Shares	No Load	Open			May 31, 2006	$1.24M	1.230%	Above Average	$1,000	−$348,812.25
EMSQX	Shelton Emerging Markets Fund Institutional Shares	Institutional	Open			Feb 25, 1997	$24.42M	1.230%	High	$500,000	−$4.18M

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