Emerald Mutual Funds List
Here you can find all mutual funds issued by Emerald and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.23%
- Avg. 1 Year Return
- 43.88%
- Avg. 5 Year Return
- 7.27%
- Median Risk/Return Score
- 82 / 100
Emerald Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Emerald Insights Fund | Large Cap Growth Equities | Aug 1, 2014 | 1.40% | 0.00% | 16.46% | 8.50% | 99 | ||||||||
| Emerald Growth Fund Institutional Class | Small Cap Growth Equities | Oct 21, 2008 | 0.78% | 24.23% | 15.51% | 9.17% | 82 | ||||||||
| Emerald Growth Fund | Small Cap Growth Equities | Oct 1, 1992 | 1.03% | 24.05% | 15.94% | 10.27% | 82 | ||||||||
| Emerald Finance and Banking Innovation Fund | Financials Equities | Feb 18, 1997 | 1.71% | -3.41% | 3.67% | 0.00% | 5 |
Explore top Emerald Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Emerald Mutual funds by Risk/Return Score
The top Emerald Mutual funds by PortfoliosLab Risk/Return Score are EFCNX (99) and FGROX (82).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | |
| Emerald Growth Fund Institutional Class | 82 | — | Oct 2008 | |
| Emerald Growth Fund | 82 | — | Oct 1992 | |
| Emerald Finance and Banking Innovation Fund | 5 | — | Feb 1997 |
Best-Performing Emerald Mutual funds Over 5 Years
The top Emerald Mutual funds is HSPGX (13.20%).
Across the lineup, Emerald Mutual funds show an average 1-year return of 43.88% and an average 5-year return of 7.27%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Emerald Growth Fund | 13.20% | — | Oct 1992 | |
| Emerald Growth Fund Institutional Class | 12.00% | — | Oct 2008 | |
| Emerald Insights Fund | 10.91% | — | Aug 2014 | |
| Emerald Finance and Banking Innovation Fund | -7.03% | — | Feb 1997 |
Lowest-Cost Emerald Mutual funds
The top Emerald Mutual funds is FGROX (0.78%).
With an average expense ratio of 1.23%, Emerald Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Emerald Growth Fund Institutional Class | 0.78% | — | Oct 2008 | |
| Emerald Growth Fund | 1.03% | — | Oct 1992 | |
| Emerald Insights Fund | 1.40% | — | Aug 2014 | |
| Emerald Finance and Banking Innovation Fund | 1.71% | — | Feb 1997 |
Highest-Yield Emerald Mutual funds
The top Emerald Mutual funds is HSPGX (10.27%).
Across the lineup, Emerald Mutual funds show an average dividend yield of 6.99%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Emerald Growth Fund | 10.27% | — | Oct 1992 | |
| Emerald Growth Fund Institutional Class | 9.17% | — | Oct 2008 | |
| Emerald Insights Fund | 8.50% | — | Aug 2014 | |
| Emerald Finance and Banking Innovation Fund | 0.00% | — | Feb 1997 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.