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EFCAX
Mutual Fund ticker: NASDAQ
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EFCAX price forecast, quote, news & analysis

Category: @Large Growth
A.I.Advisor
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Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), TJX Companies (NYSE:TJX), CrowdStrike Holdings (NASDAQ:CRWD).

Industry description

The investment seeks long-term growth through capital appreciation. 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. The fund will invest primarily in mid and small-size companies.

Market Cap

The average market capitalization across the Emerald Insights A MF is 1.64T. The market cap for tickers in the group ranges from 77.29B to 3.62T. NVDA holds the highest valuation in this group at 3.62T. The lowest valued company is CRWD at 77.29B.

Volume

The average weekly volume growth across all stocks in the Emerald Insights A MF was -31%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 81
P/E Growth Rating: 66
Price Growth Rating: 30
SMR Rating: 36
Profit Risk Rating: 14
Seasonality Score: 16 (-100 ... +100)
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General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Financial Investors Trust (Emerald)1290 Broadway, Suite 1100Denver
Phone
(303) 623-2577
Web
www.emeraldmutualfunds.com