Morningstar

Emerald Growth Fund Investor Class FFGRX

Morningstar Medalist Rating
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Medalist Rating as of See Emerald Investment Hub
  • NAV / 1-Day Return $22.77  /  +0.80 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 1.080%
  • Net Expense Ratio 1.130%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 45%
NAV and 1-Day Return as of

Morningstar’s Analysis FFGRX

Will FFGRX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Emerald Growth Investor holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 21.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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F/m Emerald Life Sciences Innovation ETF

6.36 91M
—

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Healthcare

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2.05 30M
Technology

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Industrials

VSE Corp

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Industrials

Sensient Technologies Corp

1.74 25M
Basic Materials

Corcept Therapeutics Inc

1.61 23M
Healthcare

Axos Financial Inc

1.51 22M
Financial Services

Mercury Systems Inc

1.51 22M
Industrials

CECO Environmental Corp

1.44 21M
Industrials

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