Shelton Emerging Markets Fund
EMSLX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- San Francisco, CA 94104 San Francisco CA United States of America 94104
- IPO Date
- Jun 1, 2006
- CIK
- 0000836267
- Website
- sheltonfunds.com
- Similar Companies
- Business
- Shelton Emerging Markets Fund (EMSLX) is an open-end mutual fund managed by Shelton Capital Management that seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities of companies located in emerging market countries; the fund maintains a concentrated portfolio of 30-50 stocks selected through a proprietary process emphasizing firms with superior returns on capital, high active share, and lower tracking error relative to the MSCI Emerging Markets benchmark. Core offerings include investor shares (EMSLX) and institutional shares (EMSQX), with key holdings such as Taiwan Semiconductor Manufacturing Co Ltd, Tencent Holdings Ltd, HDFC Bank Ltd, and Samsung Electronics Co Ltd, providing exposure to sectors across emerging Asia (46.91%), developed Asia (32.96%), Latin America (9.25%), emerging Europe (4.54%), and Africa (4.34%). The fund targets wealth managers, retirement plans, and individual investors seeking diversified emerging markets equity with a "controlled growth" strategy categorized by Morningstar as Diversified Emerging Markets. Shelton Capital Management, headquartered in Denver, Colorado, founded the fund in 2020 as the successor to the ICON Emerging Markets Fund, with current managers Derek Izuel and Justin Sheetz leading since January 2022 amid total firm assets under management exceeding $5.4 billion as of March 31, 2025.