Shelton Emerging Markets Fund Filter Stocks by Fundamentals
EMSLX Fund | USD 17.58 0.05 0.28% |
Shelton Emerging Markets fundamentals help investors to digest information that contributes to Shelton Emerging's financial success or failures. It also enables traders to predict the movement of Shelton Mutual Fund. The fundamental analysis module provides a way to measure Shelton Emerging's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Shelton Emerging mutual fund.
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Fund Asset Allocation for Shelton Emerging
The fund consists of 94.85% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Shelton Emerging's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Shelton Fundamentals
Total Asset | 23.17 M | |||
Annual Yield | 0.01 % | |||
Net Asset | 26.47 M | |||
Last Dividend Paid | 0.04 | |||
Cash Position Weight | 5.15 % | |||
Equity Positions Weight | 94.85 % |
About Shelton Emerging Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Shelton Emerging Markets's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Shelton Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Shelton Emerging Markets based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Shelton Emerging in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Shelton Emerging's short interest history, or implied volatility extrapolated from Shelton Emerging options trading.
Pair Trading with Shelton Emerging
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Shelton Emerging position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Shelton Emerging will appreciate offsetting losses from the drop in the long position's value.Moving together with Shelton Mutual Fund
0.83 | STFGX | State Farm Growth | PairCorr |
0.93 | SISEX | Shelton International | PairCorr |
0.93 | SISLX | Shelton International | PairCorr |
0.63 | NQQQX | Shelton Funds - | PairCorr |
The ability to find closely correlated positions to Shelton Emerging could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Shelton Emerging when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Shelton Emerging - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Shelton Emerging Markets to buy it.
The correlation of Shelton Emerging is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Shelton Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Shelton Emerging Markets moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Shelton Emerging can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Shelton Emerging Piotroski F Score and Shelton Emerging Altman Z Score analysis. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
Complementary Tools for Shelton Mutual Fund analysis
When running Shelton Emerging's price analysis, check to measure Shelton Emerging's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Shelton Emerging is operating at the current time. Most of Shelton Emerging's value examination focuses on studying past and present price action to predict the probability of Shelton Emerging's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Shelton Emerging's price. Additionally, you may evaluate how the addition of Shelton Emerging to your portfolios can decrease your overall portfolio volatility.
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