background image

Emerald Insights Fund

Performance Data as of 06/30/2018

FundCumulativeAnnualizedExpense Ratio
 3 MoYTDSince
Inception1
1 YR3 YR5 YR10 YRSince
Inception1
Gross2Net2
EFCAX Class A
NAV7.06%8.31%39.50%20.26%7.72%N/AN/A8.88%2.10%1.35%
MOP1.97%3.18%32.86%14.53%5.98%N/AN/A7.53%N/AN/A
Benchmark33.16%5.40%53.40%18.52%10.73%N/AN/A11.56%N/AN/A
EFCCX Class C
NAV6.93%8.04%35.80%19.44%7.02%N/AN/A8.14%2.76%2.00%
CDSC5.93%7.04%35.80%18.44%7.02%N/AN/A8.14%N/AN/A
Benchmark33.16%5.40%53.40%18.52%10.73%N/AN/A11.56%N/AN/A
EFCIX Class Institutional
NAV7.22%8.55%41.00%20.62%8.07%N/AN/A9.18%1.80%1.05%
Benchmark33.16%5.40%53.40%18.52%10.73%N/AN/A11.56%N/AN/A
EFCNX Class Investor
NAV7.09%8.26%39.00%20.14%7.66%N/AN/A8.78%2.16%1.40%
Benchmark33.16%5.40%53.40%18.52%10.73%N/AN/A11.56%N/AN/A