Emerald Finance and Banking Innovation Fund (HSSAX) Alternatives
Emerald Finance and Banking Innovation Fund (HSSAX) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HSSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HSSAX
HSSAX charges 1.71% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among HSSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | HSSAX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | HSSAX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | HSSAX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | HSSAX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | HSSAX vs FSLBX |
Best Risk-Adjusted Alternatives to HSSAX
Among mutual funds in the Financials Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 79 | Oct 1, 2018 | HSSAX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | HSSAX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | HSSAX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | HSSAX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | HSSAX vs HSFNX |
Top Performing HSSAX Alternatives (YTD)
HSSAX alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 4.20% | Aug 18, 1994 | HSSAX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | HSSAX vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | HSSAX vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | HSSAX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | HSSAX vs FRBAX |
Lowest Volatility Alternatives to HSSAX
HSSAX alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 11.34% | Aug 29, 2003 | HSSAX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | HSSAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | HSSAX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | HSSAX vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | HSSAX vs SBFAX |
Lowest Drawdown Alternatives to HSSAX
HSSAX alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | -8.69% | Aug 29, 2003 | HSSAX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | HSSAX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | HSSAX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | HSSAX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | HSSAX vs SBFAX |
Other Mutual Funds from Emerald
Most popular Emerald mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Emerald Insights Fund | Large Cap Growth Equities | 70 | 0.00% | Aug 1, 2014 | HSSAX vs EFCNX | |
| Emerald Growth Fund | Small Cap Growth Equities | 79 | -5.91% | Oct 1, 1992 | HSSAX vs HSPGX | |
| Emerald Growth Fund Institutional Class | Small Cap Growth Equities | 79 | -5.85% | Oct 21, 2008 | HSSAX vs FGROX |
Compare HSSAX with Any Fund or Stock
Compare HSSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.