Emerald Growth Fund Quote
| FGROX Fund | USD 23.32 0.39 1.70% |
PerformanceVery Weak
| Odds Of DistressLow
|
Emerald Growth is trading at 23.32 as of the 20th of March 2025; that is 1.70 percent up since the beginning of the trading day. The fund's open price was 22.93. Emerald Growth has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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. More on Emerald Growth Fund
Moving together with Emerald Mutual Fund
Emerald Mutual Fund Highlights
| Fund Concentration | Emerald Funds, Large Funds, Small Growth Funds, Small Growth, Emerald (View all Sectors) |
| Update Date | 31st of March 2025 |
Emerald Growth Fund [FGROX] is traded in USA and was established 20th of March 2025. Emerald Growth is listed under Emerald category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Emerald family. This fund currently has accumulated 1.45 B in assets under management (AUM) with minimum initial investment of 1000 K. Emerald Growth is currently producing year-to-date (YTD) return of 1.55% with the current yeild of 0.02%, while the total return for the last 3 years was 5.58%.
Check Emerald Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Emerald Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Emerald Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Emerald Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Emerald Growth Fund Mutual Fund Constituents
| RPD | Rapid7 Inc | Stock | Information Technology | |
| BHVN | Biohaven Pharmaceutical Holding | Stock | Health Care | |
| EHTH | eHealth | Stock | Financials | |
| TDOC | Teladoc | Stock | Health Care | |
| REPL | Replimune Group | Stock | Health Care | |
| PLCE | Childrens Place | Stock | Consumer Discretionary | |
| KMT | Kennametal | Stock | Industrials | |
| ATRC | AtriCure | Stock | Health Care |
Emerald Growth Risk Profiles
| Mean Deviation | 1.32 | |||
| Standard Deviation | 1.85 | |||
| Variance | 3.43 | |||
| Risk Adjusted Performance | (0.14) |
Emerald Growth Against Markets
Other Information on Investing in Emerald Mutual Fund
Emerald Growth financial ratios help investors to determine whether Emerald Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Emerald with respect to the benefits of owning Emerald Growth security.
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