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Morningstar

Emerald Growth Institutional FGROX

Morningstar Medalist Rating
Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 21.26  /  1.67 %
  • Total Assets 844.3 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 62%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 12:25 AM GMT+0

Morningstar’s Analysis FGROX

Will FGROX 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 FGROX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FGROX 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 FGROX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FGROX

More FGROX Holdings
  • Current Portfolio Date
  • Equity Holdings 120
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.57
25,435,744
Technology

Reata Pharmaceuticals Inc Class A

2.27
22,426,155
Healthcare

ACADIA Pharmaceuticals Inc

2.03
20,053,114
Healthcare

Carpenter Technology Corp

1.85
18,274,659
Industrials

The Simply Good Foods Co

1.83
18,150,113
Consumer Defensive

Chart Industries Inc

1.81
17,887,566
Industrials

TransMedics Group Inc

1.78
17,573,655
Healthcare

Freshpet Inc

1.65
16,356,105
Consumer Defensive

Churchill Downs Inc

1.63
16,169,532
Consumer Cyclical

LivaNova PLC

1.54
15,210,502
Healthcare