ESCWX Mutual Fund

ESCWX Mutual Fund (Embark Small Cap Equity Fund Institutional Class) is managed by Harbor Funds with $603.5M in net assets. ESCWX expense ratio is 0.69%, holding 334 positions across sectors including Information Technology, Industrials, Financials. 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 3.00%, paid annually.

ESCWX top holdings include Silicon Motion Technology Corp (1.7%), First Intst Bancsyst Inc Cl A (1.2%), Radnet Inc (1.2%), Stonex Group Inc (1.1%), Modine Manufacturing Company (0.9%). 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.