Shelton Emerging Markets Fund (EMSLX)

Fund Objective

Seeks to achieve long-term capital appreciation.

Overall Morningstar RatingTM

morning star rating 4  EMSLX

EMSLX received an Overall Morningstar RatingTM of 4 stars among 734 Diversified Emerging Markets funds, based on risk-adjusted returns, category as of 6/30/2022. Important Information for Morningstar® Rating

Fund Information

Emerging Market Funds
 Download Fact Sheet: Shelton Emerging Markets Fund
Benchmark: MSCI Emerging Markets
Download Commentary

Strategy Benefits

  • “Controlled Growth” international strategy (“Diversified Emerging Markets” box in Morningstar).
  • Concentrated portfolio (30-50 stocks) with a high active share and relatively lower tracking error.
  • Access to a unique investment process that involves a Corporate Lifecycle perspective.
  • Investment in some of the best-managed companies around the world.
  • Access to fast-growing, emerging markets.

Strategy Considerations

  • All investments involve risk including the possible loss of principal. There can be no assurance the strategy will achieve its investment objective.
  • Foreign currency fluctuations can add volatility to foreign equity prices.

Fund Management

Important Information

An investment in the Fund involves risk, including loss of principal. Past performance does not guarantee future results. Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.

There may be additional risks associated with international investing involving foreign, economic, political, monetary, and/or legal factors. International investing may not be for everyone. The information contained on this website is given on a general basis without obligation and on the understanding that any person acting upon or in reliance on it, does so entirely at his or her own risk. Any projections or other forward-looking statements regarding future events or performance of countries, markets or companies are not necessarily indicative of, and may differ from, actual events or results. This information is intended to highlight issues and not to be comprehensive or to provide advice.