EFCIX Mutual Fund

EFCIX Mutual Fund (Emerald Insights Fund Institutional Class) is managed by Emerald Mutual Funds with $17.2M in net assets. EFCIX expense ratio is 1.05%, holding 66 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2014-08-01.

EFCIX performance shows data across multiple time periods. The 1-year return is 10.30% and the 5-year return is 13.67%. EFCIX dividend yield stands at 8.13%, paid annually.

EFCIX 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 EFCIX holdings, EFCIX sectors, or EFCIX dividends.

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