Morningstar

Emerald Banking & Finance Evolution Fund - C HSSCX

Morningstar Medalist Rating
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Medalist Rating as of See Emerald Investment Hub
  • NAV / 1-Day Return $24.99  /  +0.60 %
  • Fund Size $41.7M
  • Adjusted Expense Ratio 2.460%
  • Net Expense Ratio 2.460%
  • Fee Level: Distribution High
  • Share Class Type Level 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 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

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Portfolio Holdings HSSCX

More HSSCX 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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