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Morningstar

Emerald Growth A HSPGX

Morningstar Medalist Rating
Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 24.41  /  +1.50 %
  • Total Assets 1.0 Bil
  • 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 51%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 AM GMT+0

Morningstar’s Analysis HSPGX

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

  • People Pillar

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

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

by Morningstar Manager Research
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Portfolio Holdings HSPGX

More HSPGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Freshpet Inc

3.13 31.2 Mil
Consumer Defensive

FTAI Aviation Ltd

2.88 28.8 Mil
Industrials

Carpenter Technology Corp

2.59 25.8 Mil
Industrials

Super Micro Computer Inc

2.55 25.4 Mil
Technology

TransMedics Group Inc

2.43 24.2 Mil
Healthcare

Varonis Systems Inc

1.78 17.8 Mil
Technology

First American Government Obligs X

1.76 17.6 Mil
Cash and Equivalents

LivaNova PLC

1.74 17.4 Mil
Healthcare

Churchill Downs Inc

1.72 17.1 Mil
Consumer Cyclical

Palomar Holdings Inc

1.70 17.0 Mil
Financial Services