FGROX Mutual Fund

FGROX Mutual Fund (Emerald Growth Fund Institutional Class) is managed by Emerald Mutual Funds with $1.15B in net assets. FGROX expense ratio is 0.78%, holding 135 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2008-10-21.

FGROX performance shows a YTD return of 15.95%. The 1-year return is 24.91% and the 5-year return is 17.39%. FGROX dividend yield stands at 33.94%, paid annually.

FGROX top holdings include F/M Emerald Life Sciences Innovation Etf (6.1%), U.S. Bank Money Market Deposit Account 08/01/2031 (2.0%), Aar Corp [Air] (1.9%), Interdigital Inc (1.8%), Travere Therapeutics Inc (1.7%). 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.