EFCAX Mutual Fund
EFCAX Mutual Fund
EFCAX Mutual Fund
Emerald Insights Fund Class A
EFCAX Mutual Fund Overview
EFCAX Mutual Fund (Emerald Insights Fund Class A) is managed by Emerald Mutual Funds with $13.9M in net assets. EFCAX expense ratio is 1.35%, holding 66 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2014-08-01.
EFCAX performance shows data across multiple time periods. The 1-year return is 11.58% and the 5-year return is 13.79%. EFCAX dividend yield stands at 8.40%, paid annually.
EFCAX top holdings include Nvidia Corp. (12.5%), Microsoft Corp (9.0%), Amazon.Com Inc (5.5%), Apple, Inc (4.8%), Meta Platforms, Inc. (4.7%). Go to all EFCAX holdings, EFCAX sectors, or EFCAX dividends.
EFCAX can be compared against other funds. Use EFCAX overlap to find shared positions, or EFCAX vs another fund for a side-by-side view. EFCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.