EMSQX Mutual Fund

EMSQX Mutual Fund (Shelton Emerging Markets Fund Institutional Class) is managed by Shelton Capital Management with $24.7M 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 13.57%, paid annually.

EMSQX top holdings include Taiwan Semiconductor Manufacturing Co Ltd (12.4%), Samsung Electronics Co., Ltd. (South Korea) (7.4%), Tencent Holdings Ltd (4.7%), Itau Unibanco Holding S-Pref (4.3%), Ping An Insurance(Insurance Provider) (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.