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Emerald Growth A HSPGX

Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 23.34  /  +1.97 %
  • Total Assets 945.3 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Low
  • Share Class Type Front 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 HSPGX

Will HSPGX outperform in future?

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

Emerald Growth A'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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings HSPGX

  • 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