EFCAX Mutual Fund
EFCAX Mutual Fund
Emerald Insights Fund Class A

EFCAX Mutual Fund Overview
EFCAX Mutual Fund (Emerald Insights Fund Class A) is managed by Emerald Mutual Funds with $13.9M in net assets. EFCAX expense ratio is 1.35%, holding 66 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2014-08-01.
EFCAX performance shows data across multiple time periods. The 1-year return is 18.96% and the 5-year return is 13.45%. EFCAX dividend yield stands at 8.40%, paid annually.
EFCAX top holdings include Nvidia Corp. (12.5%), Microsoft Corp (9.0%), Amazon.Com Inc (5.5%), Apple, Inc (4.8%), Meta Platforms, Inc. (4.7%). View all EFCAX holdings, sector breakdown, or dividend history.
EFCAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EFCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.