EFCNX Mutual Fund

EFCNX Mutual Fund (Emerald Insights Fund Investor Class) is managed by Emerald Mutual Funds with $1.3M in net assets. EFCNX expense ratio is 1.40%, holding 66 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2014-08-01.

EFCNX performance shows data across multiple time periods. The 1-year return is 11.63% and the 5-year return is 13.75%. EFCNX dividend yield stands at 8.50%, paid annually.

EFCNX 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 EFCNX holdings, EFCNX sectors, or EFCNX dividends.

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