FFGRX – Emerald Growth Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth through capital appreciation. Under normal conditions, invest at least 80% of the value of its assets in equity securities of U.S. and foreign companies, principally common stocks and preferred stocks, identified by the Adviser as having growth characteristics. It can invest in companies from a wide range of industries and of various sizes. This includes smaller companies, which are defined by the Adviser as those having a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FFGRX	Emerald Growth Fund Investor Class	No Load	Open			May 2, 2011	$106.27M	1.080%	Average	$2,000	$9.16M
FGROX	Emerald Growth Fund Institutional Class	Institutional	Open			Oct 21, 2008	$1.19B	0.750%	Below Average	$1M	$168.94M
HSPGX	Emerald Growth Fund Class A	Front Load	Open			Oct 1, 1992	$94.95M	0.950%	Low	$2,000	$12.52M
HSPCX	Emerald Growth Fund Class C	Level Load	Open			Jul 3, 2000	$2.95M	1.760%	Low	$2,000	$2.23M

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