About EMSLX
The Shelton Emerging Markets Fund Investor Shares is an actively managed mutual fund designed to deliver long-term capital appreciation by investing in a concentrated portfolio of high-quality companies within emerging markets. Through a proprietary selection process, the fund targets 30 to 50 leading equities across sectors such as financials, technology, industrials, and consumer goods, focusing on firms that generate consistent internal returns on capital and strong shareholder value. The portfolio offers exposure to prominent emerging economies including China, Taiwan, India, South Korea, and Brazil, among others, providing investors with access to dynamic and fast-growing markets. With its high active share and relatively low tracking error, the fund aims to outperform its benchmark, the MSCI Emerging Markets Index, through stock selection while maintaining risk control. The Shelton Emerging Markets Fund Investor Shares plays a notable role in diversifying global investment portfolios, reflecting a commitment to disciplined growth and adapting to shifting international market trends.
Fund Family Shelton Capital Management
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol EMSLX
Share Class Investor Shares
Index MSCI EM (Emerging Markets) NR USD
EMSLX had a total return of 41.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.90%.
