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Emerald Growth C HSPCX

Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 16.57  /  +1.91 %
  • Total Assets 945.3 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.780%
  • 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
  • Turnover 62%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis HSPCX

Will HSPCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Emerald Growth C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings HSPCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carpenter Technology Corp

2.28 21.6 Mil
Industrials

ACADIA Pharmaceuticals Inc

2.27 21.5 Mil
Healthcare

Freshpet Inc

2.18 20.6 Mil
Consumer Defensive

Churchill Downs Inc

1.99 18.8 Mil
Consumer Cyclical

Varonis Systems Inc

1.98 18.7 Mil
Technology

Blueprint Medicines Corp

1.94 18.4 Mil
Healthcare

Super Micro Computer Inc

1.93 18.3 Mil
Technology

FTAI Aviation Ltd

1.85 17.6 Mil
Industrials

TransMedics Group Inc

1.83 17.3 Mil
Healthcare

Immunogen Inc

1.80 17.0 Mil
Healthcare