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 $21.41  /  +1.18 %
  • Fund Size $96.7M
  • Adjusted Expense Ratio 1.170%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 132%
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 Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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 Holdings 61.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Microsoft Corp

5.81 6M
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Advanced Micro Devices Inc

5.41 5M
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Broadcom Inc

4.79 5M
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SharkNinja Inc

4.47 4M
Consumer Cyclical

Lumentum Holdings Inc

4.35 4M
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Duke Energy Corp

4.00 4M
Utilities

Arista Networks Inc

3.83 4M
Technology

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