Morningstar

Emerald Large Cap Focused Fund Investor Class IAFMX

Morningstar Medalist Rating
Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 22.12  /  +0.82 %
  • Total Assets 100.0M
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 132%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 AM GMT+0

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
Sector

Apple Inc

13.92 13M
Technology

NVIDIA Corp

11.35 11M
Technology

First American Treasury Obligs X

6.36 6M
Cash and Equivalents

Microsoft Corp

5.81 6M
Technology

Advanced Micro Devices Inc

5.41 5M
Technology

Broadcom Inc

4.79 5M
Technology

SharkNinja Inc

4.47 4M
Consumer Cyclical

Lumentum Holdings Inc

4.35 4M
Technology

Duke Energy Corp

4.00 4M
Utilities

Arista Networks Inc

3.83 4M
Technology

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