EIC Value FundEICRX

MUTUAL FUNDEquity
Type
Mutual fund
Peer group
Global equity
Net assets
$373.0M
Expense ratio
—
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
45

What it aims to do.

The EIC Value Fund (the Fund) seeks to achieve long-term capital appreciation.

Top 10 holdings.

Holding% of fund
Citizensselect Funds4.77%
VZ Verizon Communications Inc4.14%
UPS United Parcel Service Inc3.56%
USB US Bancorp3.50%
GSK Gsk Plc3.21%
TGT Target Corp3.16%
JOBY Totalenergies Se3.04%
DEO Diageo Plc2.72%
Coterra Energy Inc2.70%
PYPL Paypal Holdings Inc2.68%

More on EICRX.

Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.