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Morningstar

Emerald Growth A HSPGX

Morningstar Medalist Rating
Medalist Rating as of | See Emerald Investment Hub
  • NAV / 1-Day Return 22.50  /  −0.31 %
  • Total Assets 930.9 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 Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 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.

  • 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 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSPGX

More HSPGX Holdings
  • 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

3.30 32.4 Mil
Technology

Freshpet Inc

2.74 26.9 Mil
Consumer Defensive

First American Government Obligs X

2.20 21.6 Mil
Cash and Equivalents

Varonis Systems Inc

2.14 21.0 Mil
Technology

FTAI Aviation Ltd

1.95 19.2 Mil
Industrials

Carpenter Technology Corp

1.92 18.8 Mil
Industrials

TransMedics Group Inc

1.82 17.9 Mil
Healthcare

Churchill Downs Inc

1.73 17.0 Mil
Consumer Cyclical

Tenable Holdings Inc

1.69 16.6 Mil
Technology

ACADIA Pharmaceuticals Inc

1.62 15.9 Mil
Healthcare