Nasdaq - Delayed Quote USD

Emerald Insights Institutional (EFCIX)

19.25 +0.03 (+0.16%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 19.22
  • YTD Return 3.92%
  • Expense Ratio 2.00%
  • Category Large Growth
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 20.36M
  • Beta (5Y Monthly) 1.15
  • 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

20.36M

Net Assets

2014-08-01

Inception Date

Performance Overview: EFCIX

Trailing returns as of 5/8/2024. Category is Large Growth.

YTD Return

EFCIX
3.92%
Category
12.38%
 

1-Year Return

EFCIX
26.16%
Category
41.70%
 

3-Year Return

EFCIX
2.17%
Category
22.56%
 

5-Year Return

EFCIX
15.57%
Category
21.98%
 

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Holdings: EFCIX

Top 10 Holdings (46.71% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 10.17%
NVDA
NVIDIA Corporation 9.17%
AAPL
Apple Inc. 6.07%
AMZN
Amazon.com, Inc. 5.63%
GOOGL
Alphabet Inc. 4.80%
META
Meta Platforms, Inc. 3.58%
AVGO
Broadcom Inc. 2.43%
TJX
The TJX Companies, Inc. 1.75%
CRWD
CrowdStrike Holdings, Inc. 1.62%
LIVN
LivaNova PLC 1.50%

Sector Weightings

SectorEFCIX
Technology   39.17%
Healthcare   12.65%
Industrials   6.31%
Energy   4.66%
Utilities   1.53%
Real Estate   0.00%

Recent News: EFCIX

Research Reports: EFCIX

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