Nasdaq - Delayed Quote USD

Emerald Growth Institutional (FGROX)

27.71 -0.65 (-2.29%)
At close: November 15 at 8:00 PM EST
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DELL
  • Previous Close 28.36
  • YTD Return 14.95%
  • Expense Ratio 0.79%
  • Category Small Growth
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 947.17M
  • Beta (5Y Monthly) 1.13
  • Yield 0.96%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend 0.27
  • Inception Date Oct 21, 2008

Under normal conditions, the fund typically invests in equity securities of U.S. and foreign companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. This includes smaller companies, which are defined by the Adviser as those having a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index.

Emerald

Fund Family

Small Growth

Fund Category

947.17M

Net Assets

2008-10-21

Inception Date

Performance Overview: FGROX

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Trailing returns as of 11/6/2024. Category is Small Growth.

YTD Return

FGROX
14.95%
Category
12.40%
?

1-Year Return

FGROX
41.21%
Category
55.69%
?

3-Year Return

FGROX
0.58%
Category
19.34%
?

5-Year Return

FGROX
9.93%
Category
20.72%
?

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Holdings: FGROX

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Top 10 Holdings (21.28% of Total Assets)

SymbolCompany% Assets
FTAI
FTAI 3.08%
FRPT
FRPT 2.71%
CRS
CRS 2.44%
CRDO
CRDO 1.96%
QTWO
QTWO 1.94%
RDNT
RDNT 1.90%
PLMR
PLMR 1.86%
VRNS
VRNS 1.85%
INSM
INSM 1.79%
AVAV
AVAV 1.76%

Sector Weightings

Recent News: FGROX

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Research Reports: FGROX

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