FGROX Mutual Fund
FGROX Mutual Fund
Emerald Growth Fund Institutional Class
FGROX Mutual Fund Overview
FGROX Mutual Fund (Emerald Growth Fund Institutional Class) is managed by Emerald Mutual Funds with $1.28B in net assets. FGROX expense ratio is 0.78%, holding 129 positions across sectors including Information Technology, Industrials, Unknown. Inception date: 2008-10-21.
FGROX performance shows a YTD return of 36.20%. The 1-year return is 73.13% and the 5-year return is 20.67%. FGROX dividend yield stands at 8.24%, paid annually.
FGROX top holdings include F/M Emerald Life Sciences Innovation Etf (5.4%), Bloom Energy Corporation Com Cl A (3.7%), First American Government Obligations Fund (2.8%), Ttm Techologies (2.8%), Modine Manufacturing Company (2.6%). View all FGROX holdings, sector breakdown, or dividend history.
FGROX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FGROX alternatives are available via the screener, along with tax-loss harvesting opportunities.