Emerald Banking and Finance A (HSSAX)
* As of 31-May-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.72%|
Performance & Risk
|5y Avg Return:||14.89%|
|Rank in Category (ytd):||23|
|% Rank in Category (ytd):||22.33%|
|Morningstar Risk Rating:||2|
The investment seeks long-term growth through capital appreciation; income is a secondary objective.
The fund has adopted an investment policy that it will, under normal conditions, invest at least 80% of the value of its assets (net assets plus the amount of any borrowings for investment purposes) in stocks (both common and preferred) of companies principally engaged in the banking or financial services industries. It will usually emphasize small or medium market capitalization companies: those with a market capitalization of less than $1.5 billion. View More