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Emerald Finance & Bking Innovt Fd Instl HSSIX

Analyst rating as of
NAV / 1-Day Return
29.98  /  2.88 %
Total Assets
131.8 Mil
Adj. Expense Ratio
1.280%
Expense Ratio
1.280%
Fee Level
High
Longest Manager Tenure
25.47 years
Category
Financial
Investment Style
Small Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
14.54%
Turnover
94%

Morningstar’s Fund Analysis HSSIX

Will HSSIX outperform in future?

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

Not worth the risk.

Summary

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Emerald Finance & Banking Innovation’s new focus warrants caution. The Morningstar Analyst Rating on its most expensive share class falls to Negative from Neutral, while cheaper shares remain Neutral.

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