EMSQX Mutual Fund

EMSQX Mutual Fund (Shelton Emerging Markets Fund Institutional Class) is managed by Shelton Capital Management with $20.4M in net assets. EMSQX expense ratio is 0.98%, holding 61 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1997-02-25.

EMSQX performance shows a YTD return of 8.81%. The 1-year return is 12.37% and the 5-year return is 8.43%. EMSQX dividend yield stands at 1.74%, paid annually.

EMSQX top holdings include Tsmc (16.6%), Samsung Electronics Co Ltd (10.2%), Msci Emerging Markets Index Futures - Icus - Sep26 (4.0%), Sk Hynix Inc Common Stock KRW 5000 (3.7%), BROWARD CNTY FLA SCH BRD CTFS 5% Jul 01, 2028 (3.4%). 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.