Total Return | 4.01 | 15.82 | 23.07 | -13.84 | 16.06 |
Category Average | -2.35 | 13.52 | 20.29 | -8.55 | 17.29 |
Assets for Each Yr* | 1.35 | 1.46 | 1.75 | 1.49 | 1.55 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 16.06 | 11.47 | 9.53 | ||
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 | -- | -- | -- | -- |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Emerald Banking and Finance | 28 | 04-29-19 | ||
Emerald Growth A | 41 | -- | ||
Emerald Small Cap Value Inst | 64 | -- | ||
Emerald Insights Institution | 82 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Emerald Insights Institution | 82 | -- | ||
Emerald Small Cap Value Inst | 64 | -- | ||
Emerald Growth A | 41 | -- | ||
Emerald Banking and Finance | 28 | 04-29-19 |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Emerald Small Cap Value Inst | 1.00 | -- | ||
Emerald Growth A | 1.01 | -- | ||
Emerald Insights Institution | 1.05 | -- | ||
Emerald Banking and Finance | 1.42 | 04-29-19 |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Emerald Banking and Finance | 1.42 | 04-29-19 | ||
Emerald Insights Institution | 1.05 | -- | ||
Emerald Growth A | 1.01 | -- | ||
Emerald Small Cap Value Inst | 1.00 | -- |
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 |
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 |