The investment seeks long-term growth through capital appreciation; income is a secondary objective.
The fund has adopted an investment policy that it will, under normal conditions, invest at least 80% of the value of its assets (net assets plus the amount of any borrowings for investment purposes) in stocks (both common and preferred) of companies principally engaged in banking or financial services, and collective investment vehicles such as mutual funds and exchange-traded funds that invest in companies that are principally engaged in banking and financial services.
The average market capitalization across the Emerald Finance & Bking Innovt Fd Instl MF is 2.85B. The market cap for tickers in the group ranges from 116.56M to 12B. KNSL holds the highest valuation in this group at 12B. The lowest valued company is FINW at 116.56M.
The average weekly volume growth across all stocks in the Emerald Finance & Bking Innovt Fd Instl MF was -33%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 109%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 57
Price Growth Rating: 50
SMR Rating: 35
Profit Risk Rating: 73
Seasonality Score: -34 (-100 ... +100)