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EMSQX
Mutual Fund ticker: NASDAQ
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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
over 28 years
Turnover
78.00
Front Load
N/A
Net Assets
22249308.00
Manager Tenure
N/A

Fundamentals

EMSQX
Net Assets
22.2M
Fund Existence
over 28 years
Turnover
78.00
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
1.77
Assets in Top Ten Holdings
11.3M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
21M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
54.00
Number of Net Holdings
54.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
50.17%
Gain YTD
29.328
Annual Yield % from dividends
3.19
Returns for 1 year
22.64
Returns for 3 years
51.04
Returns for 5 years
48.10
Returns for 10 years
79.86
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These past five trading days, the mutual fund lost 0.00%.
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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