ESTAX Mutual Fund
ESTAX Mutual Fund
NAV$5.39
AUM$76,425.18
TER1.06%
Holdings20
See how much of ESTAX you already own
ESTAX Mutual Fund
NAV$5.39
Emerald Select trueLiberty Income Fund Class A
AUM$76,425.18
TER1.06%
Holdings20
See how much of ESTAX you already own
See how much of ESTAX you already own
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ESTAX Mutual Fund Overview
ESTAX Mutual Fund (Emerald Select trueLiberty Income Fund Class A) is managed by Emerald Mutual Funds with $76,425.18 in net assets. ESTAX expense ratio is 1.06%, holding 20 positions across various sectors. Inception date: 2020-01-02.
ESTAX performance shows a YTD return of -10.32%. The 1-year return is -31.34%.
ESTAX top holdings include a diversified portfolio. Go to all ESTAX holdings, ESTAX sectors, or ESTAX dividends.
ESTAX can be compared against other funds. Use ESTAX overlap to find shared positions, or ESTAX vs another fund for a side-by-side view. ESTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.