Emerald Insights Fund (EFCNX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EFCNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EFCNX
EFCNX charges 1.40% annually. There are 391 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | EFCNX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | EFCNX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EFCNX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | EFCNX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | EFCNX vs TILIX |
Best Risk-Adjusted Alternatives to EFCNX
EFCNX has a PortfoliosLab risk / return rank of 98. No mutual funds in the Large Cap Growth Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | EFCNX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | EFCNX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | EFCNX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | EFCNX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 90 | 27.60B | Nov 2001 | EFCNX vs VHCAX |
Top Performing EFCNX Alternatives (YTD)
EFCNX is at 0.00% YTD. There are 384 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 63.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 63.96% | — | Mar 2020 | EFCNX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.99% | — | Nov 2000 | EFCNX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.30% | — | Feb 2004 | EFCNX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.33% | — | May 2008 | EFCNX vs FOCKX | |
| Fidelity OTC Portfolio | 28.25% | — | Dec 1984 | EFCNX vs FOCPX |
Lowest Volatility Alternatives to EFCNX
EFCNX has 9.18% 1-year volatility. There is 1 mutual fund in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | EFCNX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.39% | — | Jan 2005 | EFCNX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | EFCNX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | EFCNX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.03% | — | Jan 1991 | EFCNX vs BLUEX |
Lowest Drawdown Alternatives to EFCNX
EFCNX has a 1-year max drawdown of -2.90%. No mutual funds in the Large Cap Growth Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | EFCNX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EFCNX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | EFCNX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EFCNX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | EFCNX vs MRFOX |
Other Mutual Funds from Emerald
The 3 most viewed Emerald mutual funds shown here include FGROX, HSPGX, HSSAX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Emerald Growth Fund Institutional Class | Small Cap Growth Equities | 79 | 25.02% | — | Oct 2008 | EFCNX vs FGROX | |
| Emerald Growth Fund | Small Cap Growth Equities | 79 | 24.87% | — | Oct 1992 | EFCNX vs HSPGX | |
| Emerald Finance and Banking Innovation Fund | Financials Equities | 4 | -7.20% | — | Feb 1997 | EFCNX vs HSSAX |
Often Compared With EFCNX
Investors most often compare EFCNX with AMRGX, VTMGX, ITHAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare EFCNX with Any Fund or Stock
Compare EFCNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EFCNX with funds that move differently
Emerald Insights Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EFCNX.
Explore EFCNX Diversifiers