Emerald Finance and Banking Innovation Fund - A (HSSAX) Research

The fund's main objective is to achieve substantial long-term growth by increasing the value of its investments, with generating income serving as a secondary, less prominent aim. In line with its established investment strategy, the fund commits to dedicating at least 80% of its total assets—calculated as its net worth combined with any capital borrowed for investment purposes—to equity securities. These equities consist of both common and preferred shares issued by businesses predominantly operating in the banking or broader financial services sectors. It also includes investments in pooled funds that, in turn, hold securities of such financial industry enterprises.

Market snapshot

Symbol
HSSAX
Price
$31.90
Day change
+1.62%
Market cap
$43.5M
52-week range
27.46-34.16
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG River Road Focused Absolute Value Fund - Class N (ARRFX)
  • Nuveen Large Cap Select Fund Class A (FLRAX)
  • Nuveen Large Cap Select Fund Class C (FLYCX)
  • AMG River Road Large Cap Value Select Fund Class N (FQUAX)
  • Emerald Finance and Banking Innovation Fund - C (HSSCX)
  • Emerald Banking and Finance Fund Institutional Class (HSSIX)
  • Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX)
  • AMG Veritas China Fund Class N (MMCFX)

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