Emerald Banking And Fund Quote
| HSSIX Fund | USD 28.75 0.06 0.21% |
PerformanceVery Weak
| Odds Of DistressLow
|
Emerald Banking is trading at 28.75 as of the 20th of March 2025; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 28.81. Emerald Banking has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund has adopted an investment policy that it will, under normal conditions, invest at least 80 percent of the value of its assets in stocks of companies principally engaged in banking or financial services, and collective investment vehicles such as mutual funds and exchange-traded funds that invest in companies that are principally engaged in banking and financial services.. More on Emerald Banking And
Moving together with Emerald Mutual Fund
Emerald Mutual Fund Highlights
| Fund Concentration | Emerald Funds, Large Funds, Financial Funds, Financial, Emerald, Large, Financial (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of August 2022 |
| Fiscal Year End | April |
Emerald Banking And [HSSIX] is traded in USA and was established 20th of March 2025. Emerald Banking is listed under Emerald category by Fama And French industry classification. The fund is listed under Financial category and is part of Emerald family. This fund currently has accumulated 63.05 M in assets under management (AUM) with minimum initial investment of 1000 K. Emerald Banking And is currently producing year-to-date (YTD) return of 2.59% with the current yeild of 0.02%, while the total return for the last 3 years was -9.25%.
Check Emerald Banking Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Emerald Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Emerald Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Emerald Banking And Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Emerald Banking And Mutual Fund Constituents
| CNNE | Cannae Holdings | Stock | Financials | |
| WAL | Western Alliance Bancorporation | Stock | Financials | |
| AMTB | Amerant Bancorp | Stock | Financials | |
| SOFI | SoFi Technologies | Stock | Financials | |
| BWB | Bridgewater Bancshares | Stock | Financials | |
| FFWM | First Foundation | Stock | Financials | |
| DBRG | Digitalbridge Group | Stock | Real Estate | |
| ESQ | Esquire Financial Holdings | Stock | Financials |
Emerald Banking And Risk Profiles
| Mean Deviation | 1.08 | |||
| Standard Deviation | 1.44 | |||
| Variance | 2.07 | |||
| Risk Adjusted Performance | (0.09) |
Emerald Banking Against Markets
Other Information on Investing in Emerald Mutual Fund
Emerald Banking financial ratios help investors to determine whether Emerald Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Emerald with respect to the benefits of owning Emerald Banking security.
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