Emerald Funds List | Morningstar

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Emerald Mutual Funds List

Share Class Type

1 to 10 of 10 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day-End) YTD, Day-End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Emerald Growth Fund Institutional Class	FGROX	Small Growth			14.90%	15	0.750%	Low	Institutional	$1M
Emerald Growth Fund Class A	HSPGX	Small Growth			14.57%	16	0.950%	Low	Front Load	$2,000
Emerald Growth Fund Investor Class	FFGRX	Small Growth			14.60%	16	1.080%	Average	No Load	$2,000
Emerald Large Cap Focused Fund Investor Class	IAFMX	Large Growth			18.60%	2	1.170%	High	No Load	$1,000
Emerald Large Cap Focused Fund Institutional Class	IAFLX	Large Growth			5.79%	31	0.920%	High	Institutional	$100,000
Emerald Growth Fund Class C	HSPCX	Small Growth			13.91%	20	1.760%	Low	Level Load	$2,000
Emerald Banking & Finance Evolution Fund - A	HSSAX	Financial			1.71%	75	1.840%	High	Front Load	$2,000
Emerald Banking & Finance Evolution Fund - C	HSSCX	Financial			1.07%	78	2.460%	High	Level Load	$2,000
Emerald Banking & Finance Evolution Fund - Institutional	HSSIX	Financial			1.97%	72	1.360%	High	Institutional	$1M
Emerald Banking & Finance Evolution Fund - Investor	FFBFX	Financial			1.76%	74	1.780%	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
A category is a way to group investments based on similar risk, return, and behavior profiles.
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Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.
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Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
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Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
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