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Emerald Growth Institutional FGROX

Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 25.97  /  +0.54 %
  • Total Assets 979.7 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 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 62%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings FGROX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.60 23.5 Mil
Technology

Freshpet Inc

2.26 20.5 Mil
Consumer Defensive

TransMedics Group Inc

2.08 18.8 Mil
Healthcare

Carpenter Technology Corp

2.08 18.8 Mil
Industrials

Varonis Systems Inc

2.05 18.6 Mil
Technology

FTAI Aviation Ltd

2.03 18.4 Mil
Industrials

ACADIA Pharmaceuticals Inc

1.96 17.8 Mil
Healthcare

Churchill Downs Inc

1.86 16.9 Mil
Consumer Cyclical

Tenable Holdings Inc

1.80 16.3 Mil
Technology

Blueprint Medicines Corp

1.75 15.9 Mil
Healthcare