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Emerald Growth Fund Institutional Class: (MF: FGROX)

(NASDAQ Mutual Funds) As of Nov 13, 2026 05:02 PM ET

$26.72 USD

-0.26 (-0.96%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2026

Total Return %* Percentile Rank Objective
YTD 12.55 58
3 months -9.01 96
6 months -4.44 91
1 Year 12.98 64
3 Year 29.63 1
5 Year 8.68 15
10 Year 14.14 4

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 1,459.51

Load Adjusted Returns as of Oct 31, 2026

1 Year 24.90
5 Year 10.74
10 Year 13.88
Since Inception 14.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.63 39.16 -14.87 NA
2025 -12.37 20.28 18.00 6.10
2024 5.82 3.77 5.97 2.60
2023 4.11 8.78 -8.54 14.94
2022 -10.96 -20.18 -0.02 6.26
2021 3.40 3.32 -2.50 -0.12

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.5431.9619.4019.06-24.494.0438.8728.70-11.5628.1110.89
% Total Return Rel to Index 0.7813.74-5.61-7.18-6.29-24.6420.47-2.78-7.176.31-1.04
% Total Return Rel to Peer -0.8324.657.482.98-4.97-15.2719.883.26-0.7912.51-5.05
% Perf Quintile vs Peer* 1.001.001.002.004.005.001.002.003.001.004.00
% Dividends 0.000.000.670.000.000.000.000.000.000.000.00
% Yield 0.000.002.240.000.000.000.000.000.000.000.00
Capital Gains ($) 8.303.432.711.441.785.552.860.382.470.000.00
Expense Ratio 0.750.780.790.820.720.700.700.690.720.770.87

* 1 = Top 20%, 5 = Bottom 20%