EMSQX Mutual Fund Analysis & Holdings | MarketXLS

EMSQX Mutual Fund

NAV$22.33

AUM$24M

TER0.98%

Holdings54

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EMSQX Mutual Fund

NAV$22.33

Shelton Emerging Markets Fund Institutional Class

AUM$24M

TER0.98%

Holdings54

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare EMSQX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EMSQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EMSQX Mutual Fund Overlap Analysis

EMSQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

EMSQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, EMSQX may share significant positions with broad-market funds.

EMSQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EMSQX tax-loss harvesting finds highly correlated but non-identical funds.