Emerald Banking and Finance Fund

Scorecard
4 / 5 Stars
Lipper
4 3 4 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

U.S. News evaluated 28 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 28.38 percent over the past year, 18.87 percent over the past three years, 15.12 percent over the past five years, and 3.06 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.8%
1 Year 28.4%
3 Years (Annualized) 18.9%
5 Years (Annualized) 15.1%
10 Years (Annualized) 3.1%

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Summary

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.

Fees

Fees are High compared to funds in the same category.
Emerald Banking and Finance Fund has an expense ratio of 2.49 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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