Mutual Funds

Emerald Mutual Funds

Exchange Hours Website
9:30 - 15:59 ET www.emeraldmutualfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum 1
Load
Type
Share
Class
Transaction
Fee
EMERALD GROWTH FUND-A HSPGX N/A USD 1,000,000 USD 2,000 Front-End Load CLASS A No
EMERALD BANKING AND FINANCE FUND-A HSSAX N/A USD 1,000,000 USD 2,000 Front-End Load CLASS A No
EMERALD GROWTH FUND - INST FGROX N/A USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL Yes
EMERALD BANKING AND FINANCE - INV FFBFX N/A USD 1,000,000 USD 2,000 No Load INVESTOR No
EMERALD BANKING AND FINANCE FUND-INST HSSIX N/A USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL Yes
EMERALD INSIGHTS FUND - INST CLASS EFCIX N/A USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL Yes
EMERALD INSIGHTS FUND - INV CLASS EFCNX N/A USD 1,000,000 USD 2,000 No Load INVESTOR No
EMERALD INSIGHTS FUND CLASS A EFCAX N/A USD 1,000,000 USD 2,000 Front-End Load CLASS A No

Notes:

  1. Advisor minimums may be lower.

Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.

Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.