EFCIX Emerald Insights Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), 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).

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.

The average market capitalization across the Emerald Insights Institutional MF is 1.53T. The market cap for tickers in the group ranges from 77.29B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CRWD at 77.29B.

The average weekly volume growth across all stocks in the Emerald Insights Institutional MF was -22%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was -10%