Skip to Content
Morningstar

Emerald Insights C EFCCX

Morningstar Medalist Rating
Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 16.06  /  −1.17 %
  • Total Assets 20.6 Mil
  • Adj. Expense Ratio
    2.000%
  • 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 —
  • Turnover 64%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:14 AM GMT+0

Morningstar’s Analysis EFCCX

Will EFCCX 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 EFCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EFCCX 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 EFCCX’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 C 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EFCCX

More EFCCX 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

Microsoft Corp

10.23 2.2 Mil
Technology

NVIDIA Corp

8.20 1.7 Mil
Technology

Apple Inc

6.88 1.5 Mil
Technology

Amazon.com Inc

5.64 1.2 Mil
Consumer Cyclical

Alphabet Inc Class A

4.50 955,789
Communication Services

Meta Platforms Inc Class A

4.20 892,527
Communication Services

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