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Emerald Insights Investor (EFCNX)
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17.54 - YTD Return 8.51%
- Expense Ratio 1.35%
- Category Large Growth
- Last Cap Gain 17.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 21.21M
- Beta (5Y Monthly) 1.16
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 64.00%
- Last Dividend --
- Inception Date Aug 1, 2014
Under normal conditions, the fund typically invests in equity securities of U.S. and foreign companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. The fund will invest primarily in mid and small-size companies.
Emerald
Fund Family
Large Growth
Fund Category
21.21M
Net Assets
2014-08-01
Inception Date
Performance Overview: EFCNX
Trailing returns as of 4/24/2024. Category is Large Growth.
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Holdings: EFCNX
Top 10 Holdings (46.34% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorEFCNX
Technology 39.25%
Consumer Cyclical 14.47%
Healthcare 12.54%
Communication Services 11.10%
Industrials 6.01%
Financial Services 5.66%
Energy 4.27%
Consumer Defensive 4.07%
Utilities 1.54%
Basic Materials 1.10%
Real Estate 0.00%
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