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Emerald Insights C (EFCCX)

16.97 -0.44 (-2.53%)
At close: 8:00 PM EDT

Fund Summary

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 Insights C

Denver, CO 80203
1290 Broadway, Suite 1100
(303) 623-2577

Fund Overview

Category Large Growth
Fund Family Emerald
Net Assets 22.94M
YTD Return 17.25%
Yield 0.00%
Morningstar Rating
Inception Date Aug 01, 2014

Fund Operations

Last Dividend --
Last Cap Gain 32.00
Holdings Turnover 61.00%
Average for Category --

Fees & Expenses

Expense EFCCX Category Average
Annual Report Expense Ratio (net) 2.00% 0.99%
Prospectus Net Expense Ratio 2.00% --
Prospectus Gross Expense Ratio 2.72% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Amsterdam is a Senior Research Analyst and a member of the Emerald Advisers Technology Research Team. He also serves as a member of the Mid Cap Growth and All Cap Growth Portfolio Management Teams. He has been with Emerald since 2001 and currently focuses his efforts on network infrastructure, optical technologies, embedded electronics, and unified communications. Prior to joining Emerald Asset Management, Mr. Amsterdam spent a decade investing in, and advising, early stage technology companies as a founding managing director of PA Early Stage Partners, a $50M early stage venture capital fund and senior associate of TLVentures, an $800M venture capital fund associated with Safeguard Scientifics, Inc. He is a graduate of Lehigh University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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