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Emerald Growth C HSPCX

Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 16.84  /  +1.63 %
  • Total Assets 964.0 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 Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:12 AM GMT+0

Morningstar’s Analysis HSPCX

Will HSPCX outperform in future?

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

A recent fee change and trends in other areas lead to an upgrade to Emerald Growth C's Morningstar Medalist Rating to Neutral from 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 most expensive quintile among peers.

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Portfolio Holdings HSPCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.5
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