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EMSQX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Shelton Emerging Markets Institutiona (EMSQX) Ownership - Who owns Shelton Emerging Markets Institutiona?

The investment seeks to achieve long-term capital appreciation... Show more

Profile

Category
Diversified Emerging Mkts
Address
Shelton Greater China Fund44 Montgomery Street #2100San Francisco
Phone
(800) 955-9988
Web
WWW.SHELTONCAP.COM

Details

Group
International Stock Funds
Category
Diversified Emerging Mkts
Total Expense Ratio
0.98
Min. Initial Investment
500000.00
Fund Existence
about 28 years
Turnover
63.00
Front Load
N/A
Net Assets
23671784.00
Manager Tenure
N/A

Fundamentals

EMSQX
Net Assets
23.7M
Fund Existence
about 28 years
Turnover
63.00
Total Expense Ratio
0.98
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
500000
Min. Initial Investment IRA
N/A
Morningstar Category
Diversified Emerging Mkts
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.70
Assets in Top Ten Holdings
11.3M
Average Credit Quality
N/A
Average Effective Duration
0.08
Average Effective Maturity
0.08
Fund of Funds
No
Fund Share Class Net Assets
22.4M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
0.08
No Load Fund
Yes
Number of Long Holdings
61.00
Number of Net Holdings
63.00
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
47.69%
Gain YTD
5.294
Annual Yield % from dividends
3.98
Returns for 1 year
2.91
Returns for 3 years
3.95
Returns for 5 years
34.30
Returns for 10 years
49.13
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General Information

Category DiversifiedEmergingMkts

Profile
Fundamentals
Details
Category
Diversified Emerging Mkts
Address
Shelton Greater China Fund44 Montgomery Street #2100San Francisco
Phone
(800) 955-9988
Web
WWW.SHELTONCAP.COM