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Emerald Finance & Bking Innovt Fd Instl HSSIX

Analyst rating as of
NAV / 1-Day Return
62.42  /  2.50 %
Total Assets
274.0 Mil
Adj. Expense Ratio
1.280%
Expense Ratio
1.280%
Fee Level
High
Longest Manager Tenure
24.67 years
Category
Financial
Investment Style
Small Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
171%
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Morningstar’s Analysis

Will HSSIX outperform in future?

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

Big changes diminish this strategy’s appeal.

Summary

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Emerald Banking & Finance has moved outside its circle of competence. The Morningstar Analyst Ratings on its cheapest share class falls to Neutral from Bronze. More expensive shares remain rated Neutral.

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