Emerald Insights Fund Quote
| EFCIX Fund | USD 22.59 0.09 0.40% |
PerformanceModest
| Odds Of DistressLow
|
Emerald Insights is trading at 22.59 as of the 21st of June 2025; that is 0.4 percent down since the beginning of the trading day. The fund's open price was 22.68. 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 23rd of March 2025 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 |
Emerald Insights Fund [EFCIX] 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 12.06 M in assets under management (AUM) with no minimum investment requirementsEmerald Insights is currently producing year-to-date (YTD) return of 1.14%, while the total return for the last 3 years was 13.71%.
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
| WAB | Westinghouse Air Brake | Stock | Industrials | |
| SBGI | Sinclair Broadcast Group | Stock | Communication Services | |
| EXP | Eagle Materials | Stock | Materials | |
| RPD | Rapid7 Inc | Stock | Information Technology | |
| ADI | Analog Devices | Stock | Information Technology | |
| TREE | Lendingtree | Stock | Financials | |
| FTV | Fortive Corp | Stock | Industrials | |
| PYPL | PayPal Holdings | Stock | Financials |
Emerald Insights Risk Profiles
| Mean Deviation | 1.48 | |||
| Semi Deviation | 2.2 | |||
| Standard Deviation | 2.47 | |||
| Variance | 6.12 |
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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