Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Emerald Insights C EFCCX
- NAV / 1-Day Return 18.43 / +1.26 %
- Total Assets 23.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.000%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 61%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis EFCCX
Will EFCCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 10.91 | 2.5 Mil | Technology |
Microsoft Corp | 9.78 | 2.2 Mil | Technology |
Apple Inc | 9.01 | 2.1 Mil | Technology |
Amazon.com Inc | 5.47 | 1.3 Mil | Consumer Cyclical |
Alphabet Inc Class A | 4.67 | 1.1 Mil | Communication Services |
Meta Platforms Inc Class A | 3.78 | 866,417 | Communication Services |
Broadcom Inc | 2.70 | 618,716 | Technology |
Eli Lilly and Co | 2.35 | 539,531 | Healthcare |
Insmed Inc | 2.05 | 469,220 | Healthcare |
TJX Companies Inc | 1.82 | 418,185 | Consumer Cyclical |