Nasdaq - Delayed Quote • USD
Emerald Insights Institutional (EFCIX)
At close: 8:00 PM EDT
Top 10 Holdings (52.04% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorEFCIX
Technology 42.69%
Healthcare 13.33%
Consumer Cyclical 12.05%
Communication Services 10.56%
Industrials 5.47%
Financial Services 5.22%
Energy 5.14%
Consumer Defensive 4.17%
Utilities 1.38%
Real Estate 0.00%
Basic Materials 0.00%
Overall Portfolio Composition (%)
| Cash | 1.79% |
| Stocks | 98.21% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | EFCIX | Category Average |
|---|---|---|
| Price/Earnings | 0.03 | 34.82 |
| Price/Book | 0.14 | 8.34 |
| Price/Sales | 0.24 | 4.62 |
| Price/Cashflow | 0.05 | 23.95 |
| Median Market Cap | 168,570.44 | 310,214.47 |
| 3 Year Earnings Growth | 30.94 | 23.61 |
Bond Holdings
| Average | EFCIX | Category Average |
|---|---|---|
| Maturity | -- | 3.63 |
| Duration | -- | 2.73 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | 11.54% |
| 5y Average Return | 17.58% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Emerald |
| Net Assets | 22.94M |
| YTD Return | 18.08% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2014 |
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.
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