Emerald Banking & Finance Evolution Fund - C (HSSCX)

Fund Assets	41.70M
Expense Ratio	2.338%
Min. Investment	$2,000
Turnover	63.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	24.22
YTD Return	-2.14%
1-Year Return	-3.78%
5-Year Return	-39.42%
52-Week Low	21.88
52-Week High	27.80
Beta (5Y)	1.47
Holdings	58
Inception Date	Jul 1, 2000

About HSSCX

Emerald Finance and Banking Innovation Fund Class C is a diversified mutual fund focused on the financial services sector. Its primary objective is long-term growth through capital appreciation, with income as a secondary goal. The fund invests at least 80% of its assets in stocks of companies principally engaged in banking and financial services, including community banks and insurance companies, as well as collective vehicles that concentrate in similar sectors. By emphasizing innovation within the financial industry, the fund seeks to capture opportunities arising from evolving business models and regulatory landscapes. Emerald Finance and Banking Innovation Fund Class C is notable for its specialized approach, targeting a niche yet vital segment of the economy. Its strategy appeals to investors looking for exposure to financial sector growth drivers and innovations, while providing a managed portfolio diversified across various financial institutions.

• Fund Family: Emerald
• Category: Financial
• Performance Rating: Low
• Risk Rating: High
• Stock Exchange: Nasdaq
• Ticker Symbol: HSSCX
• Share Class: Class C
• Index: Russell 2000 TR

Performance

HSSCX had a total return of -3.78% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.70%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
HSSIX	Institutional Class	1.36%
FFBFX	Investor Class	1.78%
HSSAX	Class A	1.84%

Top 10 Holdings

41.78% of assets

Name	Symbol	Weight
Esquire Financial Holdings, Inc.	ESQ	4.92%
Axos Financial, Inc.	AX	4.63%
The Bancorp, Inc.	TBBK	4.54%
Customers Bancorp, Inc.	CUBI	4.40%
Happen, Inc.	HAPN	4.22%
Metropolitan Bank Holding Corp.	MCB	4.13%
Northeast Bank	NBN	4.11%
Pathward Financial, Inc.	CASH	3.89%
Neptune Insurance Holdings Inc.	NP	3.60%
Enova International, Inc.	ENVA	3.33%

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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