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Emerald Growth Institutional (FGROX)

26.76 -0.96 (-3.46%)
At close: 8:01:41 PM EDT
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  • Previous Close 27.72
  • YTD Return 17.72%
  • Expense Ratio 0.75%
  • Category Small Growth
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 1.39B
  • Beta (5Y Monthly) 1.62
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.68
  • Inception Date Oct 21, 2008

Under normal conditions, invest at least 80% of the value of its assets in equity securities of U.S. and foreign companies, principally common stocks and preferred stocks, identified by the Adviser as having growth characteristics. It can invest in companies from a wide range of industries and of market capitalizations. 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

1.39B

Net Assets

2008-10-21

Inception Date

Performance Overview

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Trailing returns as of 10/28/2026. Category is Small Growth.

YTD Return

FGROX
17.72%
Category
12.40%

1-Year Return

FGROX
24.91%
Category
55.69%

3-Year Return

FGROX
28.70%
Category
19.34%

5-Year Return

FGROX
10.74%
Category
20.72%

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