Emerald Insights Fund, Investor Class
EFCNX
NASDAQ Global Market- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- P.O. Box 328 Denver CO United States of America 80201-0328
- IPO Date
- Aug 5, 2014
- CIK
- 0000915802
- Similar Companies
- Business
- Emerald Insights Fund, Investor Class (EFCNX) is an actively managed open-end mutual fund that seeks long-term growth of capital through investments primarily in equity securities of U.S. companies experiencing special situations, such as technological improvements, important discoveries, acquisitions, mergers, reorganizations, or other transformations; it focuses on mid- and small-cap companies across a wide range of industries that are often unrecognized or under-researched, employing a proprietary 10-Step fundamental research process involving on-site company meetings, financial modeling, and collaboration with industry contacts. The fund offers Investor Class shares (EFCNX), along with Class A, Class C, and Institutional Class shares, and may invest up to 10% in foreign companies listed on U.S. exchanges, initial public offerings, private placements, or companies in financial technology including decentralized finance; it targets growth-oriented investors seeking capital appreciation from idiosyncratic opportunities. Managed by Emerald Mutual Fund Advisers Trust, a member of the Emerald family of advisers including Emerald Advisers, LLC and EmStone Advisers, LLC, the fund operates within the large-growth equity segment and serves individual and institutional investors. Emerald Mutual Fund Advisers Trust, the adviser to the fund, traces its roots to Emerald's founding in 1992 and is headquartered in Leola, Pennsylvania, with additional offices in King of Prussia, Pennsylvania; the broader Emerald organization manages approximately $5.1 billion in assets as of September 30, 2025, leveraging in-depth bottom-up research across U.S. equity markets. The fund's geographic focus remains primarily on U.S. companies, with limited exposure to Canadian or foreign-listed equities on U.S. exchanges. In a major strategic reorganization, the Emerald Insights Fund ceased operations on October 3, 2025, and converted into the F/m Emerald Special Situations ETF on October 6, 2025, through a transfer of substantially all assets from Financial Investors Trust; this shift from mutual fund to ETF structure maintains the core investment objective and strategy under the sub-advisership of Emerald Mutual Fund Advisers Trust, supervised by the new adviser. Legacy capital gains realized by the Insights Fund during the 2025 tax year prior to conversion are distributed one-time by the successor ETF on November 14, 2025, estimated at $2.00–$5.00 per share. No other significant partnerships, acquisitions, funding rounds, or product launches are reported for the fund or its direct manager in the last 1-2 years.