Shelton Emerging Markets Fund (EMSQX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EMSQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EMSQX
EMSQX charges 1.77% annually. There are 205 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | EMSQX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | EMSQX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | EMSQX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | EMSQX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | EMSQX vs FPADX |
Best Risk-Adjusted Alternatives to EMSQX
EMSQX has a PortfoliosLab risk / return rank of 39. There are 174 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | EMSQX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | EMSQX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | EMSQX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | EMSQX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | EMSQX vs DEMAX |
Top Performing EMSQX Alternatives (YTD)
EMSQX is at 10.61% YTD. There are 173 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | EMSQX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | EMSQX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | EMSQX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | EMSQX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | EMSQX vs GMAQX |
Lowest Volatility Alternatives to EMSQX
EMSQX has 21.14% 1-year volatility. There are 92 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | EMSQX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | EMSQX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | EMSQX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | EMSQX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | EMSQX vs FGKPX |
Lowest Drawdown Alternatives to EMSQX
EMSQX has a 1-year max drawdown of -13.60%. There are 89 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | EMSQX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | EMSQX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | EMSQX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EMSQX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EMSQX vs COBYX |
Other Mutual Funds from Shelton
The 7 most viewed Shelton mutual funds shown here include NASDX, EQTIX, DEBTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 39 | 11.51% | — | Jan 2000 | EMSQX vs NASDX | |
| Shelton Equity Income Fund | Derivative Income | 55 | 8.58% | — | Sep 1996 | EMSQX vs EQTIX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 65 | 1.79% | — | Dec 2013 | EMSQX vs DEBTX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 13 | 8.41% | — | Mar 2013 | EMSQX vs NEXTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 61 | 13.85% | — | Dec 2008 | EMSQX vs SISEX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 7 | -1.28% | — | Dec 1985 | EMSQX vs CAUSX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 67 | 0.67% | — | Dec 1985 | EMSQX vs CFNTX |
Often Compared With EMSQX
Investors most often compare EMSQX with FCEEX, EMPTX, LCSMX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare EMSQX with Any Fund or Stock
Compare EMSQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EMSQX with funds that move differently
Shelton Emerging Markets Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EMSQX.
Explore EMSQX Diversifiers