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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1272 | 1146 | 1497 | 587 | 1053 | 1727 |
Fund Return | 27.25% | 14.64% | 49.69% | -16.28% | 1.05% | 5.61% |
Place in category | 80 | 44 | 40 | 91 | 86 | 69 |
% in Category | 75 | 44 | 37 | 99 | 99 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Emerald Growth Institutional | 817.45M | 4.15 | 9.14 | 10.49 | ||
Emerald Growth Investor | 90.88M | 4.11 | 8.77 | 10.10 | ||
Emerald Growth A | 80.2M | 19.13 | 2.09 | 9.43 | ||
Emerald Banking and Finance A | 21.78M | 16.41 | -15.95 | 4.01 | ||
Emerald Banking and Finance Investo | 6.81M | 4.01 | -10.19 | 5.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.63B | 6.67 | 11.81 | 11.90 | ||
Fidelity Select Brokerage & Invmt | 1.49B | 7.73 | 17.18 | 14.98 | ||
T. Rowe Price Financial Services | 1.15B | 6.43 | 12.04 | 13.66 | ||
Fidelity Select Financial Services | 1.08B | 6.30 | 12.93 | 12.72 | ||
Vanguard Financials Index Adm | 1.06B | 6.59 | 11.88 | 12.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Northeast Bancorp | US66405S1006 | 4.45 | 109.56 | +3.03% | |
Community Heritage Financial Inc | US20370L1035 | 4.28 | - | - | |
Metropolitan Bank | US5917741044 | 4.04 | 63.67 | -2.73% | |
Axos Financial | US05465C1009 | 3.78 | 71.95 | -1.57% | |
Kinsale Capital | US49714P1084 | 3.61 | 489.53 | -1.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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