HSSCX

Active

Emerald Finance & Banking Innovation Fund

Category: US Equity (9,528 funds)

Expense Ratio
2.49%
Annual Cost per $10K
$249.00
30-Year Fee Drag per $10K
$38,562
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-0.34%

Asset Allocation

US Equity
92%
Intl Equity
6%
Cash
2%

Fee Comparison

HSSCX
2.49%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

135% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

-9.45%3Y
Compare to

Fee Impact Calculator

$
%
HSSCX at 2.49%$187,804
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$192,808
Cost vs index fund−$189,620

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Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

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HSSCXEmerald Finance & Banking Innovation Fund2.49%
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RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
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KTCCXDWS Science and Technology Fund1.75%
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PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
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