| 10.78 Net Asset Value | -0.28% 1 Day | +19.64% Year-to-Date | Overall Morningstar Rating |
| Long/short equity Style or Category | No Load Sales Expenses | 4.15% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +4.46% | 3 years | +3.26% | |
| 3 months | +10.68% | 5 years | +2.48% | |
| 1 year | +26.23% | Since inception | +0.20% |
| EMNBX | Category | |
|---|---|---|
| Performance 5-yr return | +2.48% | +2.46% |
| Expense ratio | 4.15% | 1.94% |
| Risk 5 year sharpe ratio | 0.25 | 0.19 |
| Net assets | $794.0M | $394.3M |
| Average market cap | $44.4B | $30.6B |
| Average P/E | 17.2 | 17.0 |
| Portfolio turnover | 165% | 165% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Virtus |
| Fund manager & tenure | Amy Robinson / 1 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $100.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer goods | 26.64% |
| Healthcare | 14.72% |
| Consumer service | 13.35% |
| Financial service | 13.02% |
| Industrial materials | 7.79% |
| XLV Health Care Select Sector SPDR | 11.55% |
| XLP Consumer Staples Select Sector SPDR | 11.39% |
| XLU Utilities Select Sector SPDR | 11.24% |
| XLY Consumer Discret Select Sector SPDR | 11.18% |
| XLE Energy Select Sector SPDR | 11.13% |
| XLF Financial Select Sector SPDR | 11.06% |
| XLI Industrial Select Sector SPDR | 11.01% |
| XLB Materials Select Sector SPDR | 10.53% |
| XLK Technology Select Sector SPDR | 10.48% |
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