EMSQX Mutual Fund

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 Information Technology, Communication Services, Financials. 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%). Go to all EMSQX holdings, EMSQX sectors, or EMSQX dividends.

EMSQX can be compared against other funds. Use EMSQX overlap to find shared positions, or EMSQX vs another fund for a side-by-side view. EMSQX alternatives are available via the screener, along with tax-loss harvesting opportunities.