Morningstar

Emerald Banking & Finance Evolution Fund - C HSSCX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Emerald Investment Hub
  • NAV / 1-Day Return$25.53  /  +0.16%
  • Fund Size$41.8M
  • Adjusted Expense Ratio2.460%
  • Net Expense Ratio2.460%
  • Fee Level: DistributionHigh
  • Share Class TypeLevel Load
  • Morningstar CategoryFinancial
  • Equity Style Box (Funds)Small Blend
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio63%
NAV and 1-Day Return as of

Morningstar’s Analysis HSSCX

Will HSSCX 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 HSSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSSCX 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 HSSCX’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 - C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HSSCX

More HSSCX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings41.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Esquire Financial Holdings Inc Shs Registered Shs

4.832M
Financial Services

Customers Bancorp Inc

4.832M
Financial Services

Northeast Bank

4.772M
Financial Services

Axos Financial Inc

4.612M
Financial Services

Metropolitan Bank Holding Corp

4.542M
Financial Services

Happen Inc

3.802M
Financial Services

The Bancorp Inc

3.802M
Financial Services

Pathward Financial Inc

3.662M
Financial Services

Neptune Insurance Holdings Inc Ordinary Shares- Class A

3.622M
Financial Services

Pinnacle Financial Partners Inc

3.221M
Financial Services

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.