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Emerald Banking and Finance A Fund (HSSAX)

Fund performance review and position details on Emerald Banking and Finance A Fund (HSSAX)

    Last Trade: $ on , Change: (0%)

Emerald Banking and Finance A Fund (HSSAX) HighlightEmerald Banking and Finance A Fund (HSSAX) Fund Summary

Emerald Banking and Finance A Fund (HSSAX) statistics as of May 30, 2016

Category: Financial
Fund Family: Emerald
Net Asset: $305.15M
Yield: 0%
Year-to-Date Return: -2.07%
Morningstar rating: 4

 

Emerald Banking and Finance A Fund (HSSAX) CostEmerald Banking and Finance A Fund (HSSAX) Cost

Emerald Banking and Finance A Fund (HSSAX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Financial average): 1.60% (1.49%)
Max Front End Sales Load: 4.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 33.00%

 

Emerald Banking and Finance A Fund (HSSAX) PerformanceEmerald Banking and Finance A Fund (HSSAX) Performance

Most current Emerald Banking and Finance A Fund (HSSAX) Performance

1-month Performance (Financial category median performance): 1.31% (2.13%)
3-month Performance (Financial category median performance): 12.22% (12.46%)
1 Year Performance (Financial category median performance): 7.21% (-6.00%)
3 Year Performance (Financial category median performance): 15.54% (5.70%)
5 Year Performance (Financial category median performance): 14.62% (7.79%)
Number of Years of positive return: 13 years
Number of Years of negative return: 5 years
3 year Alpha (Financial category average): 11.51 (2.35)
3 year Beta (Financial category average): 0.7 (0.9)
3 year Sharpe Ratio: 1.07
3 year Treynor: 22.2

Emerald Banking and Finance A Fund (HSSAX) topholdingTop Stock Holdings in Emerald Banking and Finance A Fund (HSSAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Bank of the Ozarks3.95%0.00%
SVB Financial Group3.78%0.00%
PrivateBancorp, Inc.3.68%0.00%
Signature Bank3.21%0.00%
Home BancShares, Inc.3.09%0.00%
PacWest Bancorp3.06%0.00%
Eagle Bancorp, Inc.2.77%0.00%
CALIFORNIA REPUBLIC2.6%0.00%
Western Alliance Bancorporation2.39%0.00%
Bridge Bancorp, Inc.2.24%0.00%
*Note: The price change will reset to 0 after the midnight

 

Emerald Banking and Finance A Fund (HSSAX) Portfolio AllocationEmerald Banking and Finance A Fund (HSSAX) Fund Portfolio Allocation

Emerald Banking and Finance A Fund (HSSAX) Fund Portfolio Allocation data as of 04/2016

Stock98.34%
Bond0%
Cash0.98%
Other0.68%

 

Emerald Banking and Finance A Fund (HSSAX) CompareCompare with other Financial category mutual funds

Below are some additional Financial mutual funds generated out of our database

Fund1 Year3 year5 year
Emerald Banking and Finance A7.2115.5414.62
Burnham Financial Services A (BURKX)17.2717.2214.88 Compare
Davis Financial A (RPFGX)0.459.779.83 Compare
Fidelity Select Banking Portfolio (FSRBX)-1.678.8110.32 Compare

See top fund managers for Financial Category Funds

 

Emerald Banking and Finance A Fund (HSSAX) PerformanceOther Financial Data Web Sites on Emerald Banking and Finance A Fund (HSSAX)

Addition research sites for Emerald Banking and Finance A Fund (HSSAX)

 

Emerald Banking and Finance A Fund (HSSAX) Related ResourcesSee more information on Emerald Banking and Finance A (HSSAX) Fund

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