Morningstar

Emerald Banking & Finance Evolution Fund - Investor FFBFX

Morningstar Medalist Rating
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Medalist Rating as of See Emerald Investment Hub
  • NAV / 1-Day Return $29.49  /  +0.61 %
  • Fund Size $41.7M
  • Adjusted Expense Ratio 1.780%
  • Net Expense Ratio 1.780%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Financial
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 63%
NAV and 1-Day Return as of

Morningstar’s Analysis FFBFX

Will FFBFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FFBFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FFBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FFBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Emerald Bkg & Finac Evolution - Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FFBFX

More FFBFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Axos Financial Inc

4.55 2M
Financial Services

The Bancorp Inc

4.53 2M
Financial Services

Customers Bancorp Inc

4.50 2M
Financial Services

Esquire Financial Holdings Inc Shs Registered Shs

4.38 2M
Financial Services

Northeast Bank

4.30 2M
Financial Services

Metropolitan Bank Holding Corp

4.18 2M
Financial Services

Happen Inc

4.00 2M
Financial Services

Neptune Insurance Holdings Inc Ordinary Shares- Class A

3.90 2M
Financial Services

Pathward Financial Inc

3.70 2M
Financial Services

Enova International Inc

3.06 1M
Financial Services

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