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 $24.2M 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 12.40%. 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 Tsmc (12.4%), Samsung Electronics Ltd (7.4%), Tencent Holdings Ltd (4.7%), Itau Unibanco Holding S-Pref (4.3%), Ping An Insurance(Insurance Provider) (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.