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EMERALDMUTUALFUNDS.COM

Emerald Mutual Funds

Emerald is an institutional asset management firm specializing in equity and high grade fixed income portfolio management.

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Emerald Mutual Funds | emeraldmutualfunds.com Reviews
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Emerald is an institutional asset management firm specializing in equity and high grade fixed income portfolio management.
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shareholder login,about us,strategy,people,news room,growth fund,fund facts,performance,holdings,distributions,insights fund,literature,disclosure,about emerald funds,amount per share,fund name,ordinary dividend,short term,cap gains,long term
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Emerald Mutual Funds | emeraldmutualfunds.com Reviews

https://emeraldmutualfunds.com

Emerald is an institutional asset management firm specializing in equity and high grade fixed income portfolio management.

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1

Emerald Mutual Funds - Small Cap Value Fund Holdings

http://www.emeraldmutualfunds.com/fund4-holdings.php

Banking and Finance Fund. Small Cap Value Fund. NOTICE TO SHAREHOLDERS AND BROKER-DEALERS:. The Emerald Mutual Funds anticipate making year-end capital gains payments to be declared on December 17, 2015. Please consider these expected distributions when making investment decisions. Emerald Small Cap Value Fund. As of 07/31/2016 (subject to change). CyrusOne, Inc., REIT. Corporate Office Properties Trust, REIT. Great Western Bancorp, Inc. Cedar Realty Trust, Inc., REIT. Rudolph Technologies, Inc. The Emer...

2

Emerald Mutual Funds - Growth Fund Holdings

http://www.emeraldmutualfunds.com/fund1-holdings.php

Banking and Finance Fund. Small Cap Value Fund. NOTICE TO SHAREHOLDERS AND BROKER-DEALERS:. The Emerald Mutual Funds anticipate making year-end capital gains payments to be declared on December 17, 2015. Please consider these expected distributions when making investment decisions. As of 07/31/2016 (subject to change). Veeva Systems, Inc., Class A. Apogee Enterprises, Inc. Five Below, Inc. Burlington Stores, Inc. EPAM Systems, Inc. Bank of the Ozarks, Inc. MicroStrategy, Inc., Class A. Trex Co., Inc.

3

Emerald Mutual Funds - Banking Fund Facts

http://www.emeraldmutualfunds.com/banking-fundfacts.php

Banking and Finance Fund. Small Cap Value Fund. NOTICE TO SHAREHOLDERS AND BROKER-DEALERS:. The Emerald Mutual Funds anticipate making year-end capital gains payments to be declared on December 17, 2015. Please consider these expected distributions when making investment decisions. Emerald Banking and Finance Fund. The Fund seeks long-term growth through capital appreciation. Income is a secondary objective. Fund Details as of 07/31/2016. Expense Ratios as of 08/31/2014. The Emerald Insights Fund is new ...

4

Emerald Mutual Funds - Growth Fund Performance

http://www.emeraldmutualfunds.com/fund1-performance.php?pdate=06/30/2015

Banking and Finance Fund. Small Cap Value Fund. NOTICE TO SHAREHOLDERS AND BROKER-DEALERS:. The Emerald Mutual Funds anticipate making year-end capital gains payments to be declared on December 17, 2015. Please consider these expected distributions when making investment decisions. Performance Data as of 06/30/2016. A Contingent Deferred Sales Charge (CDSC) of 1.00% may apply to Class C shares redeemed within the first 12 months after a purchase. Inception Dates - Class A: 10/01/1992, Class C: 07/01/2000...

5

Emerald Mutual Funds - Insights Fund Facts

http://www.emeraldmutualfunds.com/insights-fundfacts.php

Banking and Finance Fund. Small Cap Value Fund. NOTICE TO SHAREHOLDERS AND BROKER-DEALERS:. The Emerald Mutual Funds anticipate making year-end capital gains payments to be declared on December 17, 2015. Please consider these expected distributions when making investment decisions. The Fund seeks long-term growth through capital appreciation. Fund Details as of 07/31/2016. Expense Ratios as of 08/31/2014. An investor should consider investment objectives, risks, charges and expenses carefully before inve...

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Emerald Mutual Funds

Banking and Finance Fund. Small Cap Value Fund. The Emerald Growth Fund enacted a soft close effective 12/31/2015. Additional information click here. The Emerald Mutual Funds announced the following 2017 year-end distributions:. Emerald Banking and Finance Fund. Emerald Small Cap Value Fund. Paid: December 19, 2017. To: Shareholders of Record as of December 15, 2017. Daily Updates as of 03/26/2018. Emerald Banking and Finance Fund. Emerald Small Cap Value Fund. The Emerald Mutual Funds are distributed by...

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