FFBFX : Emerald Banking and Finance Fund Investor Class

FFBFX is a Sector Equity Market Financial Services with HIGH fees.

FFBFX

Emerald Banking and Finance Fund Investor Class

FI Score

26 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

26% FI Score
  • ffbfx
  • Mutual Fund
  • Sector Equity
  • Financial Services

Emerald Banking and Finance Fund Investor Class

Expenses: 1.43% (Better than 0% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why ยป

Fund Summary

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 the banking or financial services industries. It will usually emphasize small or medium market capitalization companies: those with a market capitalization of less than $1.5 billion.

Largest Holdings

Amount Holding
4.19% Esquire Financial Holdings Inc
4.17% Triumph Bancorp Inc
3.91% The Bancorp Inc
3.60% Bank7 Corp
3.45% Servisfirst Bancshares Inc
3.32% Meta Financial Group Inc
3.28% Cannae Holdings Inc Ordinary Shares
2.56% Silvergate Capital Corp Class A
2.53% ECN Capital Corp
2.49% TriState Capital Holdings Inc
2.41% OneMain Holdings Inc
2.40% Repay Holdings Corp Ordinary Shares - Class A
2.10% PennyMac Financial Services Inc Class A
2.00% Amerant Bancorp Inc Ordinary Shares - Class A
1.87% Innovative Industrial Properties Inc Registered Shs
1.58% Focus Financial Partners Inc Class A
1.55% Nebula Acquisition Corp
1.53% Postal Realty Trust Inc
1.51% Southern First Bancshares Inc
1.47% NexPoint Real Estate Finance Inc Ordinary Shares
1.47% Black Knight Inc A
1.36% Signature Bank
1.33% Metropolitan Bank Holding Corp
1.32% Valley National Bancorp
1.26% Investors Bancorp Inc

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