ESCQX Mutual Fund
ESCQX Mutual Fund
Embark Small Cap Equity Fund Retirement Class
ESCQX Mutual Fund Overview
ESCQX Mutual Fund (Embark Small Cap Equity Fund Retirement Class) is managed by Harbor Funds with $637.2M in net assets. ESCQX expense ratio is 0.61%, holding 334 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2024-01-29.
ESCQX performance shows a YTD return of 22.38%. The 1-year return is 31.13%. ESCQX dividend yield stands at 3.02%, 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., ADR (1.4%). View all ESCQX holdings, sector breakdown, or dividend history.
ESCQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ESCQX alternatives are available via the screener, along with tax-loss harvesting opportunities.