Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Matthews Emerging Markets Sustainable Future Active ETF(EMSF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EMSF
10/28/2026: EMSF (2-star) is currently NOT-A-BUY. Pass it for now.
EMSF offers active, sustainable exposure to emerging market equities by focusing on companies driving environmental and social progress. Its primary strengths are Matthews Asia's localized research expertise and a selective, ESG-focused investment process. The fund serves as a satellite growth component in a diversified portfolio, though investors must be prepared for the volatility and structural risks inherent in emerging markets. It is best suited for long-term investors who prioritize active management over low-cost passive tracking. Monitor currency trends, political developments in target countries, and the fund's expense ratio relative to its performance alpha.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on identifying companies with sustainable long-term growth potential in emerging sectors. |
| Momentum investor | Mixed fit | Active fundamental management prioritizes long-term value over short-term price momentum, requiring a positive trend signal for entry. |
| Value investor | Mixed fit | While it seeks quality, the emphasis is more on growth and sustainability than strictly deep-value metrics. |
| Dividend/Income investor | Weak fit | The fund's primary objective is capital appreciation rather than consistent high dividend yield. |
| Low-risk investor | Weak fit | Emerging market equities carry inherent volatility and geopolitical risks that are unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking capital growth who have an interest in sustainability and can tolerate the high volatility of emerging markets.
Suitability
Best suited for long-term investors looking for diversified active management; not appropriate for short-term traders or risk-averse individuals.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging markets are prone to significant price swings due to economic and political instability. |
| Market risk | High | The fund is directly tied to the performance of developing economy stock markets. |
| Concentration | Medium | The focus on sustainability may limit the number of available companies compared to a total market index. |
| Tracking/expense | Medium | The active management expense ratio is higher than standard passive emerging market index funds. |
| Liquidity | Medium | Lower average daily volume can lead to higher transaction costs during market stress. |
| Business/sector quality | Medium | The focus on ESG criteria filters out potential investments, which could impact performance if sustainable sectors underperform. |
Risk Analysis
Volatility
EMSF exhibits high historical volatility consistent with its focus on emerging market equities.
Market Risk
The fund is subject to systematic risk associated with developing economies, including currency, political, and economic structural risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Emerging Markets Equity | 95 | This allocation provides broad exposure to companies across diverse developing economies. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This small liquidity buffer is held to manage daily inflows, outflows, and operational expenses. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 14.28% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.