FGROX

ActiveMin. $1M

Emerald Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.02%
Annual Cost per $10K
$102.00
30-Year Fee Drag per $10K
$19,012
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+36.54%

Asset Allocation

US Equity
97%
Intl Equity
1%
Cash
3%

Fee Comparison

FGROX
1.02%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

4% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+77.91%3Y
Compare to

Fee Impact Calculator

$
%
FGROX at 1.02%$285,553
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$95,059
Cost vs index fund−$91,871

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
FGROXEmerald Growth Fund1.02%
QCGRFXCollege Retirement Equities Fund - Growth Account
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
PARCXT. Rowe Price Retirement 2030 Fund0.81%
EGFSXEdgewood Growth Fund1.25%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
PARKXT. Rowe Price Retirement 2035 Fund0.84%
PARJXT. Rowe Price Retirement 2025 Fund0.79%
FLMVXJPMorgan Mid Cap Value Fund1.09%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
APGZXAB LARGE CAP GROWTH FUND INC0.51%
HRCAXHarbor Capital Appreciation Fund0.92%
TRRDXT. Rowe Price Retirement 2040 Fund0.60%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
JGACXJPMorgan Growth Advantage Fund0.99%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
AULNXUltra Fund0.57%
LGRRXLoomis Sayles Growth Fund0.91%
PLCGXLargeCap Growth Fund I0.94%
TRRKXT. Rowe Price Retirement 2045 Fund0.61%
TRRMXT. Rowe Price Retirement 2050 Fund0.63%
AGWUXGrowth Fund0.69%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
CIPMXChamplain MidCap Fund1.09%
TRRBXT. Rowe Price Retirement 2020 Fund0.52%
PLFMXLargeCap S&P 500 Index Fund1.29%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
CREFXCohen & Steers Real Estate Securities Fund0.75%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
HAIAXHARTFORD CORE EQUITY FUND0.69%
SUWAXDWS Core Equity Fund0.83%
DCZRXMacquarie Small Cap Core Fund0.68%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
TRRNXT. Rowe Price Retirement 2055 Fund0.64%
AMLPAlerian MLP ETF0.85%
CSJFXCohen & Steers Realty Shares0.80%
JENIXThe Jensen Quality Growth Fund Inc1.26%
JGAQXJPMorgan Value Advantage Fund0.99%
GTENXGateway Fund0.65%
JAGKX500 Index Trust0.50%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
VVIPXVoya VACS Index Series S Portfolio
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
JAIZXManaged Volatility Growth Portfolio0.77%
OWACXOld Westbury All Cap Core Fund0.96%
BMDSXBaird Mid Cap Growth Fund1.06%
FMIMXFMI Common Stock Fund0.98%
SHAPXClearBridge Appreciation Fund0.91%
CGWRXColumbia Cornerstone Growth Fund0.97%
OAZLXOakmark Select Fund0.73%
ILGRXMacquarie Large Cap Growth Fund0.89%
SSFRXState Street Equity 500 Index Fund0.62%
IGRFXMacquarie Mid Cap Growth Fund0.68%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
FRURXFranklin Utilities Fund1.06%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
DVZRXMacquarie Small Cap Value Fund0.70%
VCSTXScience & Technology Fund0.91%
JAIKXLifestyle Growth Portfolio0.86%
TIIRXNuveen Core Equity Fund0.73%
TCLCXNuveen Large Cap Value Fund0.75%
JAIYXManaged Volatility Balanced Portfolio0.75%
COAVXColumbia Overseas Value Fund0.82%
JGAVXJPMorgan U.S. Value Fund0.94%
ASLDXSelect Fund0.63%
TWHIXHeritage Fund1.00%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
TRRLXT. Rowe Price Retirement 2060 Fund0.64%
TRRGXT. Rowe Price Retirement 2015 Fund0.50%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
AQEAXColumbia Disciplined Core Fund0.94%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
ESBLXEaton Vance Floating-Rate Fund0.75%
CIPSXChamplain Small Company Fund1.24%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
FFGRXEmerald Growth Fund1.02%
PRUAXPGIM Jennison Utility Fund0.82%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
JDSNXJanus Henderson Small Cap Value Fund0.99%
AFDGXLarge Cap Equity Fund0.59%
PRSGXT. Rowe Price Spectrum Diversified Equity Fund0.73%
DDZRXMacquarie Value Fund0.61%
HHDVXHamlin High Dividend Equity Fund1.15%
PTLCPacer Trendpilot US Large Cap ETF0.60%
FSRPXSelect Retailing Portfolio0.64%
USAAXVictory Growth Fund0.89%
TSCSXTHRIVENT SMALL CAP STOCK FUND0.78%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
DQIAXBNY Mellon Equity Income Fund1.02%
AWAAXAB Wealth Appreciation Strategy1.00%
VSCNXVaughan Nelson Small Cap Fund0.95%
FRESXFidelity Real Estate Investment Portfolio0.64%
THOGXThornburg Global Opportunities Fund0.85%
MIEAXMM S&P 500 Index Fund0.89%
HNVRXHarbor Small Cap Value Fund0.80%

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