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Morningstar

Emerald Insights Investor EFCNX

Morningstar Medalist Rating
Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 17.36  /  −0.57 %
  • Total Assets 20.3 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 64%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:18 AM GMT+0

Morningstar’s Analysis EFCNX

Will EFCNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EFCNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EFCNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EFCNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Emerald Insights Investor to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EFCNX

More EFCNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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NVIDIA Corp

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Apple Inc

6.88 1.5 Mil
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Amazon.com Inc

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Consumer Cyclical

Alphabet Inc Class A

4.50 955,789
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Meta Platforms Inc Class A

4.20 892,527
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TJX Companies Inc

1.75 371,676
Consumer Cyclical

Visa Inc Class A

1.72 364,323
Financial Services

CrowdStrike Holdings Inc Class A

1.68 356,889
Technology

Broadcom Inc

1.53 323,822
Technology