FGROX Mutual Fund

FGROX Mutual Fund (Emerald Growth Fund Institutional Class) is managed by Emerald Mutual Funds with $1.25B in net assets. FGROX expense ratio is 0.78%, holding 129 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2008-10-21.

FGROX performance shows a YTD return of 23.70%. The 1-year return is 49.63% and the 5-year return is 11.76%. FGROX dividend yield stands at 9.21%, paid annually.

FGROX top holdings include F/M Emerald Life Sciences Innovation Etf (5.3%), Cfd Bloom Energy Corp- A (3.5%), Credo Technology Group Holding Shares (2.6%), Modine Manufacturing Company (2.0%), First American Government Obligations Fund (2.0%). Go to all FGROX holdings, FGROX sectors, or FGROX dividends.

FGROX can be compared against other funds. Use FGROX overlap to find shared positions, or FGROX vs another fund for a side-by-side view. FGROX alternatives are available via the screener, along with tax-loss harvesting opportunities.