Morningstar

Shelton Emerging Markets Fund Institutional Shares EMSQX

Morningstar Medalist Rating
Medalist Rating as of | See Shelton Investment Hub
  • NAV / 1-Day Return 23.22  /  −0.04 %
  • Total Assets 25.7M
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.43%
  • Turnover 82%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis EMSQX

Will EMSQX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EMSQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EMSQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EMSQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Shelton Emerging Markets Institutiona holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings EMSQX

More EMSQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

16.63 4M
Technology

Samsung Electronics Co Ltd

10.24 3M
Technology

SK Hynix Inc

3.75 981,685
Technology

United States Treasury Bills 0%

3.43 897,394
Government

Ping An Insurance (Group) Co. of China Ltd Class H

3.27 855,951
Financial Services

Firstrand Ltd

3.00 785,381
Financial Services

Realtek Semiconductor Corp

2.90 759,899
Technology

Guotai Haitong Securities Co Ltd Registered Shs -H- Unitary 144A/Reg S

2.86 749,806
Financial Services

Itau Unibanco Holding SA Participating Preferred

2.82 737,994
Financial Services

Delta Electronics Inc

2.50 655,720
Technology

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