EMSQX Mutual Fund

EMSQX Mutual Fund (Shelton Emerging Markets Fund Institutional Class) is managed by Shelton Capital Management with $24.6M 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 17.04%. The 1-year return is 33.50% and the 5-year return is 9.58%. EMSQX dividend yield stands at 13.98%, paid annually.

EMSQX top holdings include Tsmc (Equity) (12.4%), Samsung Electronics Co Ltd (7.4%), Tencent Holdings Ltd Ordinary Shares (4.7%), Itau Unibanco Holding Pref Sa (4.3%), Ping An Insurance (Group) Company Of China Ltd., Series 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.