Shelton Emerging Markets Fund Quote
| EMSQX Fund | USD 17.42 0.48 2.68% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Shelton Emerging is trading at 17.42 as of the 1st of December 2024; that is 2.68 percent down since the beginning of the trading day. The fund's open price was 17.9. Shelton Emerging has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Shelton Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund primarily invests, under normal market conditions, at least 80 percent of its net assets in a combination of equity securities of foreign 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.. More on Shelton Emerging Markets
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Shelton Mutual Fund Highlights
| Fund Concentration | Shelton Capital Management Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Shelton Capital Management (View all Sectors) |
| Update Date | 30th of September 2024 |
Shelton Emerging Markets [EMSQX] is traded in USA and was established 1st of December 2024. Shelton Emerging is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Shelton Capital Management family. Shelton Emerging Markets currently has accumulated 26.47 M in assets under management (AUM) with minimum initial investment of 500 K. with the current yeild of 0.01%.
Check Shelton Emerging Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Shelton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Shelton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Shelton Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Shelton Emerging Markets Risk Profiles
| Mean Deviation | 0.7523 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 | |||
| Risk Adjusted Performance | (0.03) |
Shelton Emerging Against Markets
Other Information on Investing in Shelton Mutual Fund
Shelton Emerging financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton Emerging security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |