ESCWX Mutual Fund
ESCWX Mutual Fund
Embark Small Cap Equity Fund Institutional Class
ESCWX Mutual Fund Overview
ESCWX Mutual Fund (Embark Small Cap Equity Fund Institutional Class) is managed by Harbor Funds with $637.2M in net assets. ESCWX expense ratio is 0.69%, holding 334 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2024-01-29.
ESCWX performance shows a YTD return of 22.27%. The 1-year return is 31.13%. ESCWX dividend yield stands at 3.02%, paid annually.
ESCWX 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 ESCWX holdings, sector breakdown, or dividend history.
ESCWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ESCWX alternatives are available via the screener, along with tax-loss harvesting opportunities.