Morningstar

Emerald Insights Institutional EFCIX

Morningstar Medalist Rating
Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 21.10  /  +1.25 %
  • Total Assets 23.0 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 61%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis EFCIX

Will EFCIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EFCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EFCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EFCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Emerald Insights Institutional's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EFCIX

More EFCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.91 2.5 Mil
Technology

Microsoft Corp

9.78 2.2 Mil
Technology

Apple Inc

9.01 2.1 Mil
Technology

Amazon.com Inc

5.47 1.3 Mil
Consumer Cyclical

Alphabet Inc Class A

4.67 1.1 Mil
Communication Services

Meta Platforms Inc Class A

3.78 866,417
Communication Services

Broadcom Inc

2.70 618,716
Technology

Eli Lilly and Co

2.35 539,531
Healthcare

Insmed Inc

2.05 469,220
Healthcare

TJX Companies Inc

1.82 418,185
Consumer Cyclical

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