Emerald Mutual Funds
View all of Emerald’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Emerald Funds List
Share Class Type
1 to 12 of 12 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Emerald Growth A | HSPGX | Small Growth | 7.85% | 26 | 1.130% | Low | Front Load | $2,000 | ||
Emerald Growth C | HSPCX | Small Growth | 8.23% | 30 | 1.780% | Low | Level Load | $2,000 | ||
Emerald Growth Institutional | FGROX | Small Growth | 7.95% | 28 | 0.820% | Below Average | Institutional | $1.0 Mil | ||
Emerald Growth Investor | FFGRX | Small Growth | 7.83% | 26 | 1.170% | Average | No Load | $2,000 | ||
Emerald Insights A | EFCAX | Large Growth | 11.63% | 62 | 1.350% | High | Front Load | $2,000 | ||
Emerald Insights C | EFCCX | Large Growth | 11.30% | 66 | 2.000% | High | Level Load | $2,000 | ||
Emerald Insights Institutional | EFCIX | Large Growth | 11.77% | 61 | 1.050% | High | Institutional | $1.0 Mil | ||
Emerald Insights Investor | EFCNX | Large Growth | 12.26% | 62 | 1.400% | High | No Load | $2,000 | ||
Emerald Finance & Bking Innovt Fd A | HSSAX | Financial | −5.07% | 94 | 1.850% | High | Front Load | $2,000 | ||
Emerald Finance & Bking Innovt Fd C | HSSCX | Financial | −5.31% | 98 | 2.490% | High | Level Load | $2,000 | ||
Emerald Finance & Bking Innovt Fd Instl | HSSIX | Financial | −4.95% | 93 | 1.510% | High | Institutional | $1.0 Mil | ||
Emerald Finance & Bking Innovt Fd Inv | FFBFX | Financial | −5.15% | 94 | 1.890% | High | No Load | $2,000 |
Emerald Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank