Skip to Content

Emerald Finance & Bking Innovt Fd C HSSCX

Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 18.88  /  −0.84 %
  • Total Assets 49.9 Mil
  • Adj. Expense Ratio
  • Expense Ratio 2.490%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Financial
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 88%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:27 AM GMT+0

Morningstar’s Analysis HSSCX

Will HSSCX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Emerald Finance& Bking Innovt Fd C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research


Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HSSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD

Western Alliance Bancorp

4.66 3.0 Mil
Financial Services

FinWise Bancorp

3.97 2.6 Mil
Financial Services

Community Heritage Financial Inc

3.07 2.0 Mil
Financial Services

Metropolitan Bank Holding Corp

3.04 2.0 Mil
Financial Services

Kinsale Capital Group Inc

2.81 1.8 Mil
Financial Services

First Foundation Inc

2.72 1.8 Mil
Financial Services

Northeast Bank

2.70 1.8 Mil
Financial Services

Axos Financial Inc

2.66 1.7 Mil
Financial Services

ConnectOne Bancorp Inc

2.54 1.7 Mil
Financial Services

Pinnacle Financial Partners Inc

2.34 1.5 Mil
Financial Services