- What does HSPCX invest in?
- Under normal conditions, the fund typically invests in equity securities of U.S. and foreign companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. This includes smaller companies, which are defined by the Adviser as those having a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index.
- What is the expense ratio of HSPCX?
- Emerald Growth Fd Cl C (HSPCX) charges an expense ratio of 1.64%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is HSPCX?
- Emerald Growth Fd Cl C (HSPCX) manages $1.01B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is HSPCX actively managed or an index fund?
- HSPCX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (HSPCX's is 1.64%) because there's no security selection cost.
- When was HSPCX launched?
- Emerald Growth Fd Cl C (HSPCX) launched in January 2020 and is managed by the fund issuer.
- How has HSPCX performed?
- HSPCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
