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Morningstar

Emerald Finance & Bking Innovt Fd Inv FFBFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 20.67  /  0.10 %
  • Total Assets 76.4 Mil
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.750%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Financial
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 94%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis FFBFX

Will FFBFX outperform in 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.

Not worth the risk.

Analyst

Summary

| by Eric Schultz

Emerald Finance & Banking Innovation’s new focus warrants caution. The Morningstar Analyst Rating on its most expensive share class falls to Negative from Neutral, while cheaper shares remain Neutral.

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