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Emerald Finance And Banking Innovation Fund - C (0P00002TW8)

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22.940 +0.210    +0.92%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.42M
Type:  Fund
Market:  United States
Issuer:  Emerald
Asset Class:  Equity
Emerald Banking and Finance Fund Class C 22.940 +0.210 +0.92%

0P00002TW8 Overview

 
Find basic information about the Emerald Finance And Banking Innovation Fund - C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00002TW8 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.4%
Prev. Close22.73
Risk Rating
TTM Yield2.46%
ROE9.20%
IssuerEmerald
Turnover56%
ROA1.10%
Inception DateJul 03, 2000
Total Assets2.42M
Expenses2.43%
Min. Investment2,000
Market Cap1.81B
CategoryFinancial
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1099 1187 1387 569 913 1423
Fund Return 9.92% 18.69% 38.67% -17.15% -1.81% 3.59%
Place in category 87 4 56 93 89 74
% in Category 83 2 55 99 100 100

Top Equity Funds by Emerald

  Name Rating Total Assets YTD% 3Y% 10Y%
  Emerald Growth Institutional 802.77M 28.59 5.19 11.06
  Emerald Growth Investor 87.09M 28.20 4.82 10.68
  Emerald Growth A 79.55M 16.13 1.16 10.31
  Emerald Banking and Finance Instl 22.68M 27.25 -16.28 5.61
  Emerald Banking and Finance A 20.64M 10.48 -16.60 4.27

Top Funds for Financial Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  JNL/Mellon Capital Financial Sectoa 1.56B 38.32 13.06 11.39
  Fidelity Select Brokerage & Invmt 1.26B 44.25 15.79 14.09
  T. Rowe Price Financial Services 1.07B 38.98 14.14 13.02
  Fidelity Select Insurance Port 1.02B 39.19 21.71 13.69
  Fidelity Select Financial Services 1.01B 40.94 15.65 12.01

Top Holdings

Name ISIN Weight % Last Change %
  Northeast Bancorp US66405S1006 4.34 92.90 +1.12%
Community Heritage Financial Inc US20370L1035 4.16 - -
  Axos Financial US05465C1009 4.14 72.47 +1.37%
  Metropolitan Bank US5917741044 3.94 59.45 +0.20%
  Kinsale Capital US49714P1084 3.78 470.95 +1.32%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Strong Sell Neutral Strong Buy
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