Morningstar

Emerald Large Cap Focused Fund Investor Class IAFMX

Morningstar Medalist Rating
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Medalist Rating as of See Emerald Investment Hub
  • NAV / 1-Day Return$19.51  /  +2.82%
  • Fund Size$86.3M
  • Adjusted Expense Ratio1.170%
  • Net Expense Ratio1.150%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio132%
NAV and 1-Day Return as of

Morningstar’s Analysis IAFMX

Will IAFMX outperform in the 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 IAFMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IAFMX 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 IAFMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Emerald Large Cap Focused Inv holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IAFMX

More IAFMX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings58.8
Top 10 Holdings
% Portfolio Weight
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