About EMSQX
Shelton Emerging Markets Fund Institutional Shares is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of companies based in emerging market economies. The fund targets a concentrated portfolio of 30-50 stocks, selected through a proprietary investment process emphasizing companies that consistently generate strong internal returns on capital, thereby aiming to create shareholder value. While the fund predominantly invests in non-U.S. companies located in emerging markets, it may also include firms domiciled in developed markets to enhance diversification and capture global opportunities. Key geographic exposures include China, Taiwan, India, South Korea, and Brazil, reflecting the fund’s commitment to high-growth regions. The fund’s holdings are spread across various industries, including technology, financials, health care, and consumer sectors, with notable positions in leading companies such as Taiwan Semiconductor, Tencent, and Alibaba. The fund’s structure offers investors focused access to dynamic, rapidly evolving economies, serving as a vehicle for international diversification and participation in the global growth potential of emerging markets.
Fund Family Shelton Capital Management
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol EMSQX
Share Class Institutional Shares
Index MSCI EM (Emerging Markets) NR USD
EMSQX had a total return of 19.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.02%.
