EFCCX Mutual Fund

NAV$22.29

Fund Essentials - as of Jul 31, 2025

Net Assets
$32,457.42
Expense Ratio
2.00%
Dividend Yield (Current)
9.37%
Holdings
66
Inception Date
Aug 1, 2014
Fund Family
Emerald Mutual Funds
Investment Style
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Asset Class
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Legal Structure
••••••••••
Dividend Frequency
Annually

Performance

1 Year+18.82%
3 Year+19.37%
5 Year+13.17%
10 Year+19.42%

Asset Allocation

Stocks: 99.10%
Cash: 0.90%

Top Holdings

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Report Date: Jul 31, 2025
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Dividend Summary

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Dividend Yield (Current)
9.37%
Frequency
Annually
Latest Distribution
$2.86
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Peer Comparison

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Peer Avg
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EFCCX Mutual Fund Overview

EFCCX Mutual Fund (Emerald Insights Fund Class C) is managed by Emerald Mutual Funds with $32,457.42 in net assets. EFCCX expense ratio is 2.00%, holding 66 positions across various sectors. Inception date: 2014-08-01.

EFCCX performance shows data across multiple time periods. The 1-year return is 18.82% and the 5-year return is 13.17%. EFCCX dividend yield stands at 9.37%, paid annually.

EFCCX top holdings include a diversified portfolio. View all EFCCX holdings, sector breakdown, or dividend history.

EFCCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EFCCX alternatives are available via the screener, along with tax-loss harvesting opportunities.