Continued confidence in Emerald Banking and Finance's experienced managers warrant upgrading the Morningstar Analyst Rating for its cheapest share class to Bronze, while the rest remain Neutral.
Will HSSAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSSAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HSSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HSSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.