background image

Emerald Insights Fund

Performance Data as of 09/30/2018

FundCumulativeAnnualizedExpense Ratio
 3 MoYTDSince
Inception1
1 YR3 YR5 YR10 YRSince
Inception1
Gross2Net2
EFCAX Class A
NAV8.10%17.08%50.80%25.25%14.56%N/AN/A10.37%2.10%1.35%
MOP2.94%11.54%43.62%19.30%12.72%N/AN/A9.08%N/AN/A
Benchmark37.57%13.38%65.01%21.10%16.65%N/AN/A12.78%N/AN/A
EFCCX Class C
NAV7.88%16.55%46.50%24.47%13.80%N/AN/A9.60%2.76%2.00%
CDSC6.88%15.55%46.50%23.47%13.80%N/AN/A9.60%N/AN/A
Benchmark37.57%13.38%65.01%21.10%16.65%N/AN/A12.78%N/AN/A
EFCIX Class Institutional
NAV8.16%17.40%52.50%25.62%14.91%N/AN/A10.66%1.80%1.05%
Benchmark37.57%13.38%65.01%21.10%16.65%N/AN/A12.78%N/AN/A
EFCNX Class Investor
NAV8.06%16.98%50.20%25.17%14.48%N/AN/A10.26%2.16%1.40%
Benchmark37.57%13.38%65.01%21.10%16.65%N/AN/A12.78%N/AN/A