Emerald Finance & Banking Innovation FundHSSIX

MUTUAL FUNDEmerald Mutual
Type
Mutual fund
Peer group
US equity: Finance
Net assets
$44.2M
Expense ratio
1.53%
1-year return
+15.2%
3 years, a year
+19.4%
5 years, a year
-7.0%
Holdings
61

What it aims to do.

The Fund seeks long term growth through capital appreciation.

Top 10 holdings.

Holding% of fund
CUBI Customers Bancorp Inc4.88%
AX Axos Financial Inc4.85%
Northeast Bank4.79%
MCB Metropolitan Bank Holding Corp4.61%
HAPN Lendingclub Corp4.48%
TBBK Bancorp Inc/the4.46%
ESQ Esquire Financial Holdings Inc4.41%
CASH Pathward Financial Inc4.22%
CCB Coastal Financial Corp/wa3.52%
PNFP Pinnacle Financial Partners Inc3.21%

More on HSSIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.