ESCWX Mutual Fund

ESCWX Mutual Fund (Embark Small Cap Equity Fund Institutional Class) is managed by Harbor Funds with $630.3M in net assets. ESCWX expense ratio is 0.69%, holding 334 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2024-01-29.

ESCWX performance shows a YTD return of 21.55%. The 1-year return is 28.09%. ESCWX dividend yield stands at 3.04%, paid annually.

ESCWX 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 ESCWX holdings, ESCWX sectors, or ESCWX dividends.

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