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 Class C	HSPCX	Small Growth			16.88%	13	1.760%	Low	Level Load	$2,000
Emerald Growth Fund Institutional Class	FGROX	Small Growth			17.72%	11	0.750%	Below Average	Institutional	$1M
Emerald Growth Fund Class A	HSPGX	Small Growth			17.43%	12	0.950%	Low	Front Load	$2,000
Emerald Growth Fund Investor Class	FFGRX	Small Growth			17.48%	11	1.080%	Average	No Load	$2,000
Emerald Large Cap Focused Fund Investor Class	IAFMX	Large Growth			33.37%	2	1.170%	High	No Load	$1,000
Emerald Large Cap Focused Fund Institutional Class	IAFLX	Large Growth			18.89%	11	0.920%	High	Institutional	$100,000
Emerald Banking & Finance Evolution Fund - A	HSSAX	Financial			−2.08%	77	1.840%	High	Front Load	$2,000
Emerald Banking & Finance Evolution Fund - Institutional	HSSIX	Financial			−3.14%	73	1.360%	High	Institutional	$1M
Emerald Banking & Finance Evolution Fund - C	HSSCX	Financial			−3.88%	80	2.460%	High	Level Load	$2,000
Emerald Banking & Finance Evolution Fund - Investor	FFBFX	Financial			−3.28%	76	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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