Emerald Insights Fund (EFCNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EFCNX
EFCNX charges 1.40% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among EFCNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | EFCNX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | EFCNX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | EFCNX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | EFCNX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | EFCNX vs TILIX |
Best Risk-Adjusted Alternatives to EFCNX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | EFCNX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | EFCNX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | EFCNX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | EFCNX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | EFCNX vs VTMGX |
Top Performing EFCNX Alternatives (YTD)
EFCNX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | EFCNX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | EFCNX vs BBLIX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | EFCNX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | EFCNX vs AMRGX | |
| Meridian Enhanced Equity Fund | -1.60% | Jan 31, 2005 | EFCNX vs MEIFX |
Lowest Volatility Alternatives to EFCNX
EFCNX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | EFCNX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | EFCNX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | EFCNX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | EFCNX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | EFCNX vs PROVX |
Lowest Drawdown Alternatives to EFCNX
EFCNX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | EFCNX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | EFCNX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | EFCNX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | EFCNX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | EFCNX vs BBLIX |
Other Mutual Funds from Emerald
Most popular Emerald mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Emerald Growth Fund | Small Cap Growth Equities | 79 | -5.91% | Oct 1, 1992 | EFCNX vs HSPGX | |
| Emerald Finance and Banking Innovation Fund | Financials Equities | 6 | -12.92% | Feb 18, 1997 | EFCNX vs HSSAX | |
| Emerald Growth Fund Institutional Class | Small Cap Growth Equities | 79 | -5.85% | Oct 21, 2008 | EFCNX vs FGROX |
Often Compared With EFCNX
What investors most often compare with EFCNX, 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.