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EMSQX Shelton Emerging Markets Institutiona Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

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.

Market Cap

The average market capitalization across the Shelton Emerging Markets Institutiona MF is 53.42B. The market cap for tickers in the group ranges from 12.48B to 93.66B. INFY holds the highest valuation in this group at 93.66B. The lowest valued company is RDY at 12.48B.

Volume

The average weekly volume growth across all stocks in the Shelton Emerging Markets Institutiona MF was 20%. For the same stocks of the MF, the average monthly volume growth was 81% and the average quarterly volume growth was 59%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 80
P/E Growth Rating: 73
Price Growth Rating: 54
SMR Rating: 19
Profit Risk Rating: 50
Seasonality Score: -30 (-100 ... +100)
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A.I. Advisor
published General Information

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
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EMSQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EMSQX has been loosely correlated with VEIEX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if EMSQX jumps, then VEIEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EMSQX
1D Price
Change %
EMSQX100%
-0.22%
VEIEX - EMSQX
65%
Loosely correlated
-0.46%
VEMRX - EMSQX
65%
Loosely correlated
-0.47%
VEMAX - EMSQX
65%
Loosely correlated
-0.48%
VEMIX - EMSQX
65%
Loosely correlated
-0.46%
FWWNX - EMSQX
60%
Loosely correlated
-0.31%
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