Emerald Insights Fund Quote
| EFCCX Fund | USD 19.63 0.08 0.41% |
PerformanceModest
| Odds Of DistressLow
|
Emerald Insights is trading at 19.63 as of the 21st of June 2025; that is 0.41 percent decrease since the beginning of the trading day. The fund's open price was 19.71. Emerald Insights has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of July 2023 and ending today, the 21st of June 2025. 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 | 30th of June 2025 |
| Expense Ratio Date | 31st of August 2022 |
| Fiscal Year End | April |
Emerald Insights Fund [EFCCX] is traded in USA and was established 21st of June 2025. 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 0.94%, while the total return for the last 3 years was 12.73%.
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
| UTHR | United Therapeutics | Stock | Health Care | |
| AMG | Affiliated Managers Group | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| CHGG | Chegg Inc | Stock | Consumer Discretionary | |
| DY | Dycom Industries | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| ADI | Analog Devices | Stock | Information Technology | |
| ACHC | Acadia Healthcare | Stock | Health Care |
Emerald Insights Risk Profiles
| Mean Deviation | 1.46 | |||
| Semi Deviation | 2.13 | |||
| Standard Deviation | 2.46 | |||
| Variance | 6.06 |
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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