ESCQX Mutual Fund

ESCQX Mutual Fund (Embark Small Cap Equity Fund Retirement Class) is managed by Harbor Funds with $630.3M in net assets. ESCQX expense ratio is 0.61%, holding 334 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2024-01-29.

ESCQX performance shows a YTD return of 21.57%. The 1-year return is 29.04%. ESCQX dividend yield stands at 3.04%, paid annually.

ESCQX top holdings include Stonex Group Inc (1.8%), Ftai Aviation Ltd. (1.4%), Modine Manufacturing Company (1.4%), Radnet Inc (1.4%), Silicon Motion Technology Corp (1.4%). Go to all ESCQX holdings, ESCQX sectors, or ESCQX dividends.

ESCQX can be compared against other funds. Use ESCQX overlap to find shared positions, or ESCQX vs another fund for a side-by-side view. ESCQX alternatives are available via the screener, along with tax-loss harvesting opportunities.