EMSQX Mutual Fund
EMSQX Mutual Fund
Shelton Emerging Markets Fund Institutional Class
EMSQX Mutual Fund Overview
EMSQX Mutual Fund (Shelton Emerging Markets Fund Institutional Class) is managed by Shelton Capital Management with $23.6M in net assets. EMSQX expense ratio is 0.98%, holding 54 positions across sectors including Unknown, Information Technology, Communication Services. Inception date: 1997-02-25.
EMSQX performance shows a YTD return of 16.96%. The 1-year return is 39.76% and the 5-year return is 11.54%. EMSQX dividend yield stands at 13.71%, paid annually.
EMSQX top holdings include TAIWAN SEMICONDUCTOR (12.4%), Samsung Electronics Co., Ltd. (South Korea) (7.4%), Tencent Holdings Ltd Ordinary Shares (4.7%), Itau Unibanco Hldg S A (4.3%), Ping An Insurance (Group) Company Of China, Ltd. Shs -H (4.3%). View all EMSQX holdings, sector breakdown, or dividend history.
EMSQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EMSQX alternatives are available via the screener, along with tax-loss harvesting opportunities.