EFCAX : Emerald Insights Fund Class A

EFCAX is a US Stocks Market Mid-Cap Growth with HIGH fees.

EFCAX

Emerald Insights Fund Class A

FI Score

15 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

15% FI Score
  • efcax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Emerald Insights Fund Class A

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth through capital appreciation. Under normal conditions, the fund typically invests in equity securities of U.S. companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes, including investments in mid and small-size companies.

Largest Holdings

Amount Holding
7.00% Amazon.com Inc
6.17% Microsoft Corp
5.24% Apple Inc
3.70% Alphabet Inc A
3.33% iShares Expanded Tech-Software Sect ETF
2.55% NVIDIA Corp
2.55% Chegg Inc
2.14% Facebook Inc A
2.06% Horizon Therapeutics PLC
1.93% Lockheed Martin Corp
1.91% Tabula Rasa HealthCare Inc
1.84% Chart Industries Inc
1.81% Visa Inc Class A
1.68% Sarepta Therapeutics Inc
1.57% BellRing Brands Inc Class A
1.42% The Home Depot Inc
1.37% Glu Mobile Inc
1.32% Biohaven Pharmaceutical Holding Co Ltd
1.31% Veeva Systems Inc Class A
1.27% SBA Communications Corp
1.24% Dollar Tree Inc
1.24% CoStar Group Inc
1.23% L3Harris Technologies Inc
1.17% Pure Storage Inc A
1.16% The Scotts Miracle Gro Co A

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