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Morningstar

Emerald Growth Investor FFGRX

Morningstar Medalist Rating
Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 23.89  /  0.00
  • Total Assets 991.7 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 62%

USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 10:22 PM GMT+0

Morningstar’s Analysis FFGRX

Will FFGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FFGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FFGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FFGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Emerald Growth Investor's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FFGRX

More FFGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.74 36.8 Mil
Technology

Freshpet Inc

2.80 27.5 Mil
Consumer Defensive

FTAI Aviation Ltd

2.33 23.0 Mil
Industrials

Varonis Systems Inc

1.98 19.5 Mil
Technology

Carpenter Technology Corp

1.84 18.1 Mil
Industrials

Chart Industries Inc

1.78 17.5 Mil
Industrials

Tenable Holdings Inc

1.73 17.1 Mil
Technology

Palomar Holdings Inc

1.71 16.8 Mil
Financial Services

Churchill Downs Inc

1.66 16.4 Mil
Consumer Cyclical

TransMedics Group Inc

1.65 16.2 Mil
Healthcare