Emerald Insights Fund Quote
| EFCAX Fund | USD 21.68 0.03 0.14% |
Performance14 of 100
| Odds Of DistressLess than 18
|
Emerald Insights is trading at 21.68 as of the 4th of December 2024; that is 0.14% down since the beginning of the trading day. The fund's open price was 21.71. Emerald Insights has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Emerald Insights Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of September 2024 and ending today, the 4th of December 2024. Click here to learn more.
Under normal conditions, the fund typically invests in equity securities of U.S. and foreign companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. More on Emerald Insights Fund
Moving together with Emerald Mutual Fund
Emerald Mutual Fund Highlights
| Fund Concentration | Emerald Funds, Large Growth Funds, Large Growth, Emerald (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of August 2022 |
| Fiscal Year End | April |
Emerald Insights Fund [EFCAX] is traded in USA and was established 4th of December 2024. Emerald Insights is listed under Emerald category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Emerald family. This fund currently has accumulated 15.68 M in assets under management (AUM) with no minimum investment requirementsEmerald Insights is currently producing year-to-date (YTD) return of 27.39%, while the total return for the last 3 years was 6.0%.
Check Emerald Insights Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Emerald Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Emerald Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Emerald Insights Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Emerald Insights Fund Mutual Fund Constituents
| LMT | Lockheed Martin | Stock | Industrials | |
| INMD | InMode | Stock | Health Care | |
| AVGO | Broadcom | Stock | Information Technology | |
| ITGR | Integer Holdings Corp | Stock | Health Care | |
| WAB | Westinghouse Air Brake | Stock | Industrials | |
| ACHC | Acadia Healthcare | Stock | Health Care | |
| VYGR | Voyager Therapeutics | Stock | Health Care | |
| SEAS | SeaWorld Entertainment | Stock | Consumer Discretionary |
Emerald Insights Risk Profiles
| Mean Deviation | 0.7863 | |||
| Semi Deviation | 1.16 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.29 |
Emerald Insights Against Markets
Other Information on Investing in Emerald Mutual Fund
Emerald Insights financial ratios help investors to determine whether Emerald Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Emerald with respect to the benefits of owning Emerald Insights security.
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