Emerald Finance and Banking Innovation Fund - C (HSSCX) Research

The fund's main goal is to achieve significant long-term growth through the appreciation of its capital, while generating income is a secondary objective. According to its defined investment policy, under typical circumstances, the fund commits to allocating at least 80% of its total assets (calculated as its net assets combined with any borrowed funds used for investment) to stocks – including both common and preferred shares – of companies predominantly engaged in the banking or financial services industries. This allocation also extends to collective investment vehicles that themselves invest in businesses primarily operating within these financial sectors.

Market snapshot

Symbol
HSSCX
Price
$25.36
Day change
+1.64%
Market cap
$44.3M
52-week range
21.88-27.3
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG River Road Focused Absolute Value Fund - Class N (ARRFX)
  • Shelton Tactical Credit Fund - Investor Class (DEBTX)
  • Tributary Nebraska Tax-Free Fund - Institutional Plus Class (FONPX)
  • AMG River Road Large Cap Value Select Fund Class N (FQUAX)
  • Emerald Finance and Banking Innovation Fund - A (HSSAX)
  • Emerald Banking and Finance Fund Institutional Class (HSSIX)
  • Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX)
  • AMG Veritas China Fund Class N (MMCFX)

Open Emerald Finance and Banking Innovation Fund - C (HSSCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.