Nasdaq - Delayed Quote USD

Emerald Insights A (EFCAX)

18.93 +0.02 (+0.11%)
At close: May 17 at 8:00 PM EDT

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • RBC Wealth Management-Advisory Eligible
  • CommonWealth NTF
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • Ameritas NTFN
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • RBC Wealth Management-Wrap Eligible
  • Securities America Inc.
  • Vanguard Load
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

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.

Fund Overview

Category Large Growth
Fund Family Emerald
Net Assets 20.36M
YTD Return 3.84%
Yield 0.00%
Morningstar Rating
Inception Date Aug 01, 2014

Performance & Risk

YTD Return 11.75%
5y Average Return 17.53%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

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