Emerald Growth Fund Class C
HSPCX
NASDAQ
| Weiss Ratings | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Emerald | |||
| Manager/Tenure (Years) | Kenneth G. Mertz (33), Stacey L. Sears (24), Joseph Garner (20) | |||
| Website | http://www.emeraldmutualfunds.com | |||
| Fund Information | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Emerald Growth Fund Class C | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 03, 2000 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.27% | |||
| Asset Allocation | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.73% | |||
| Stock | 98.25% | |||
| U.S. Stock | 98.21% | |||
| Non-U.S. Stock | 0.04% | |||
| Bond | 0.03% | |||
| U.S. Bond | 0.03% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.96% | |||
| 30-Day Total Return | -7.65% | |||
| 60-Day Total Return | -5.38% | |||
| 90-Day Total Return | -10.71% | |||
| Year to Date Total Return | 18.57% | |||
| 1-Year Total Return | 24.57% | |||
| 2-Year Total Return | 58.18% | |||
| 3-Year Total Return | 105.26% | |||
| 5-Year Total Return | 57.17% | |||
| Price | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $11.95 | |||
| 1-Month Low NAV | $11.87 | |||
| 1-Month High NAV | $12.94 | |||
| 52-Week Low NAV | $11.87 | |||
| 52-Week Low NAV (Date) | Sep 15, 2026 | |||
| 52-Week High NAV | $22.61 | |||
| 52-Week High Price (Date) | Jun 30, 2026 | |||
| Beta / Standard Deviation | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.59 | |||
| Standard Deviation | 24.34 | |||
| Balance Sheet | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.44B | |||
| Operating Ratios | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.76% | |||
| Turnover Ratio | 45.00% | |||
| Performance | HSPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 61.62% | |||
| Last Bear Market Total Return | -20.38% | |||