Emerald Insights A (EFCAX)
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Emerald Insights A
Denver, CO 80203
1290 Broadway, Suite 1100
Financial Investors Trust (Emerald)
(303) 623-2577
Management Information
,Lead Manager since July 31, 2014
Mr. Amsterdam is a Senior Research Analyst and a member of the Emerald Advisers Technology Research Team. He also serves as a member of the Mid Cap Growth and All Cap Growth Portfolio Management Teams. He has been with Emerald since 2001 and currently focuses his efforts on network infrastructure, optical technologies, embedded electronics, and unified communications. Prior to joining Emerald Asset Management, Mr. Amsterdam spent a decade investing in, and advising, early stage technology companies as a founding managing director of PA Early Stage Partners, a $50M early stage venture capital fund and senior associate of TLVentures, an $800M venture capital fund associated with Safeguard Scientifics, Inc. He is a graduate of Lehigh University.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilyEmerald
Net Assets21.21M
YTD Return8.56%
Yield0.00%
Morningstar Rating★★★
Inception DateJul 31, 2014
Fund Operations
Last DividendN/A
Last Cap Gain17.00
Holdings Turnover64.00%
Average for CategoryN/A
Fees & Expenses
ExpenseEFCAXCategory Average
Annual Report Expense Ratio (net)2.00%0.99%
Prospectus Net Expense Ratio2.00%N/A
Prospectus Gross Expense Ratio2.59%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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