- What does EMSLX invest in?
- The fund primarily invests, under normal market conditions, at least 80% of its net assets (plus borrowings for investment purposes) in a combination of equity securities of foreign (i.e., non-U.S.) companies in "Emerging Markets" with a suitable potential for earnings growth. Under normal market conditions, the fund seeks to achieve its investment objective by investing primarily in a universe of stocks listed within the MSCI Emerging Markets Index.
- What is the expense ratio of EMSLX?
- Shelton Emerging Markets Fund (EMSLX) charges an expense ratio of 1.23%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is EMSLX?
- Shelton Emerging Markets Fund (EMSLX) manages $26.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is EMSLX actively managed or an index fund?
- EMSLX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (EMSLX's is 1.23%) because there's no security selection cost.
- When was EMSLX launched?
- Shelton Emerging Markets Fund (EMSLX) launched in June 2006 and is managed by the fund issuer.
- How has EMSLX performed?
- EMSLX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
