Morningstar

Embark Small Cap Equity Fund Institutional Class ESCWX

Medalist Rating as of Aug 31, 2026 See Harbor Investment Hub

Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of small cap companies. “Equity securities” for this purpose include all types of equity securities, whether issued by U.S. or non-U.S. issuers, although the fund invests primarily in common stocks of U.S. issuers.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ESCWX	Embark Small Cap Equity Fund Institutional Class	Institutional	Open	—		Jan 30, 2024	$592.66M	0.690%	Low	$0	−$14.30M
ESCQX	Embark Small Cap Equity Fund Retirement Class	Retirement, Large	Open	—		Jan 30, 2024	$25.08M	0.610%	Low	$0	−$13.66M

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