Shelton Emerging Markets Fund Quote
| EMSLX Fund | USD 17.33 0.21 1.20% |
PerformanceModest
| Odds Of DistressLow
|
Shelton Emerging is trading at 17.33 as of the 23rd of March 2025; that is 1.2 percent down since the beginning of the trading day. The fund's open price was 17.54. Shelton Emerging has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund primarily invests, under normal market conditions, at least 80 percent of its net assets in a combination of equity securities of foreign 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.. More on Shelton Emerging Markets
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Shelton Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Shelton Capital Management Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Market Neutral Funds, Emerging Markets Funds, Diversified Emerging Mkts, Shelton Capital Management, Large Blend, Diversified Emerging Mkts (View all Sectors) |
| Update Date | 31st of March 2025 |
Shelton Emerging Markets [EMSLX] is traded in USA and was established 23rd of March 2025. Shelton Emerging is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Shelton Capital Management family. The entity is thematically classified as Market Neutral Funds. Shelton Emerging Markets currently has accumulated 26.47 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.04%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Shelton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Shelton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Shelton Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Shelton Emerging Markets Risk Profiles
| Mean Deviation | 0.765 | |||
| Semi Deviation | 0.9705 | |||
| Standard Deviation | 0.9825 | |||
| Variance | 0.9652 |
Shelton Emerging Against Markets
Other Information on Investing in Shelton Mutual Fund
Shelton Emerging financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton Emerging security.
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