Shelton Emerging Markets Fund (EMSQX) belongs to the Emerging Markets Diversified 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 167 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | EMSQX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | EMSQX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | EMSQX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | EMSQX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | EMSQX vs EMPTX |
Best Risk-Adjusted Alternatives to EMSQX
EMSQX has a PortfoliosLab risk / return rank of 82. There are 117 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | EMSQX vs FQEMX | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | EMSQX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 98 | — | Jan 2018 | EMSQX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | EMSQX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 97 | — | Jan 2019 | EMSQX vs LVAZX |
Top Performing EMSQX Alternatives (YTD)
EMSQX is at 24.26% YTD. There are 114 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 112.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 112.88% | — | Jun 1996 | EMSQX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 90.39% | — | Nov 2021 | EMSQX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 67.99% | — | Jan 2018 | EMSQX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 57.96% | — | Oct 2021 | EMSQX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 49.96% | — | Jan 1994 | EMSQX vs GTDDX |
Lowest Volatility Alternatives to EMSQX
EMSQX has 18.00% 1-year volatility. There are 96 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.37% | — | Dec 2020 | EMSQX vs BADEX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.03% | — | Dec 2013 | EMSQX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.32% | — | Dec 2016 | EMSQX vs GQGPX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 11.53% | — | Oct 2011 | EMSQX vs ESCIX | |
| Parametric Emerging Markets Fund | 11.57% | — | Jun 2006 | EMSQX vs EAEMX |
Lowest Drawdown Alternatives to EMSQX
EMSQX has a 1-year max drawdown of -13.60%. There are 110 mutual funds in the Emerging Markets Diversified 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 | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | EMSQX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EMSQX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EMSQX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | EMSQX vs GQGPX |
Other Mutual Funds from Shelton Capital Management
The 6 most viewed Shelton Capital Management mutual funds shown here include EQTIX, NEXTX, DEBTX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Equity Income Fund | Derivative Income | 53 | 9.64% | — | Sep 1996 | EMSQX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 31 | 15.71% | — | Mar 2013 | EMSQX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 54 | 1.15% | — | Dec 2013 | EMSQX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 47 | 14.15% | — | Dec 2008 | EMSQX vs SISEX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 56 | 1.42% | — | Dec 1985 | EMSQX vs CFNTX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 10 | -0.27% | — | Dec 1985 | EMSQX vs CAUSX |
Often Compared With EMSQX
Investors most often compare EMSQX with SPYI.DE, EITEX, CEMFX. These 12 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