Emerald Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return4.0115.8223.07-13.8416.06
    Category Average-2.3513.5220.29-8.5517.29
    Assets for Each Yr*1.351.461.751.491.55
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 16.06 11.47 9.53

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,550 mil $2,000 19.77 80.23
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 82.31 1.32 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Emerald Growth A Kenneth G. Mertz 19.30
    Emerald Banking and Kenneth G. Mertz 15.00
    Emerald Small Cap Va Ori Elan 4.90
    Emerald Insights Ins Stephen L. Amsterdam 4.40

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Emerald Insights Ins Stephen L. Amsterdam 4.40
    Emerald Small Cap Va Ori Elan 4.90
    Emerald Banking and Kenneth G. Mertz 15.00
    Emerald Growth A Kenneth G. Mertz 19.30