LSRYX Mutual Fund

LSRYX Mutual Fund

NAV$7.68
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Fund Essentials

Net Assets
$252,750.68
Expense Ratio
1.00%
Dividend Yield (Current)
-
Holdings
2
Inception Date
Oct 15, 2012
Fund Family
Emerald Mutual Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-9.43%
1 Year+26.52%
3 Year-2.79%
5 Year+6.33%

Asset Allocation

Stocks: 6.02%
Cash: 93.98%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LSRYX Mutual Fund Overview

LSRYX Mutual Fund (Emerald Small Cap Value Fund Institutional Class) is managed by Emerald Mutual Funds with $252,750.68 in net assets. LSRYX expense ratio is 1.00%, holding 2 positions across various sectors. Inception date: 2012-10-15.

LSRYX performance shows a YTD return of -9.43%. The 1-year return is 26.52% and the 5-year return is 6.33%.

LSRYX top holdings include a diversified portfolio. Go to all LSRYX holdings, LSRYX sectors, or LSRYX dividends.

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