Morningstar

Emerald Growth Fund Class C HSPCX

Morningstar Medalist Rating
Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 11.84  /  +0.51 %
  • Total Assets 1.4B
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.680%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 45%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 1:34 AM GMT+0

Morningstar’s Analysis HSPCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Emerald Growth C holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HSPCX

More HSPCX 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
Sector

F/m Emerald Life Sciences Innovation ETF

6.13 91M
—

U.S. Bank Money Market Deposit Account

1.97 29M
Cash and Equivalents

AAR Corp

1.95 29M
Industrials

InterDigital Inc

1.83 27M
Technology

Travere Therapeutics Inc Ordinary Shares

1.68 25M
Healthcare

VSE Corp

1.68 25M
Industrials

Mercury Systems Inc

1.63 24M
Industrials

Corcept Therapeutics Inc

1.54 23M
Healthcare

ESCO Technologies Inc

1.51 22M
Technology

Sensient Technologies Corp

1.47 22M
Basic Materials

Sponsor Center