Shelton Emerging Markets Fund Investor Shares (EMSLX)

Overview

This fund specializes in identifying and investing in equity securities of foreign companies located within emerging markets, aiming to capitalize on the potential for earnings growth. It adheres to a strategic investment approach, allocating at least 80% of its net assets (plus any borrowings for investment purposes) to stocks that show promise within these dynamic regions. The primary focus is on markets that are considered to be in the early or middle stages of their development, providing a unique blend of risk and potential reward for investors interested in diversifying their portfolio internationally.

Products and Services

• Equity Securities Investment

  The core service revolves around the acquisition of equity securities, specifically in companies based in emerging markets outside of the United States. This investment arm targets entities with significant growth potential, aiming to leverage market conditions and trends to secure financial gains for the fund's investors.

• Emerging Markets Focus

  With a strategic emphasis on emerging markets, the fund positions itself in regions that are on a fast track to economic improvement and market evolution. Investments are primarily channeled into markets and sectors that demonstrate high growth rates, tapping into the potential of these underexplored areas.

• MSCI Emerging Markets Index Alignment

  The fund's investment strategy is closely aligned with the MSCI Emerging Markets Index, selecting stocks that are listed within this index to guide its portfolio decisions. This alignment ensures a wide representation of sectors and countries within the emerging markets, providing a balanced and diversified investment approach that mirrors the performance and potential of the index.