Emerald Growth Fund Class A (HSPGX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.57: the stock has moved about 57% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerEmerald Growth Fund Class A (HSPGX) trades at $24.72. Emerald Growth Fund Class A (HSPGX) seeks long-term capital appreciation by investing in equity securities. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for HSPGX: HSPGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Emerald Growth Fund Class A (HSPGX) Financial Services Profile
Emerald Growth Fund Class A (HSPGX) is an asset management fund focused on long-term capital appreciation through investments in equity securities across diverse industries and company sizes, including smaller-cap companies, operating within the competitive asset management landscape.
What Is the Investment Thesis for HSPGX?
Emerald Growth Fund Class A presents an investment opportunity for those seeking long-term capital appreciation through equity investments. The fund's strategy of investing in a wide range of industries and company sizes, including smaller companies, offers diversification and potential for growth. With a beta of 1.57, the fund exhibits higher volatility compared to the market. The fund's focus on long-term growth aligns with investors who have a longer investment horizon and are willing to accept a higher level of risk. The fund's performance will depend on the Adviser's ability to identify and select equity securities that can deliver long-term capital appreciation. The absence of a dividend yield may deter income-seeking investors.
Based on FMP financials and quantitative analysis
HSPGX Key Highlights
Market capitalization of $1.28 billion indicates the fund's significant size and influence within the asset management industry.
- Beta of 1.57 suggests higher volatility compared to the overall market, which may appeal to investors seeking higher potential returns but also indicates greater risk.
- The fund's investment strategy focuses on long-term capital appreciation, aligning with investors who have a longer investment horizon.
- The fund invests in a wide range of industries and company sizes, providing diversification and reducing concentration risk.
- The fund's investment in smaller companies, defined as those with market capitalization equal to or less than the largest companies in the Russell 2000 Index, offers potential for growth opportunities.
Who Are HSPGX's Competitors?
HSPGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ARSVX AMG River Road Small Cap Value Fund - Class N | $14.54 | +0.76% | $973M | — |
| GTSCX Glenmede Small Cap Equity Portfolio | $36.20 | +0.44% | $960M | — |
| ICSCX William Blair Small Cap Value Fund Class I | $34.67 | +1.05% | $986M | — |
| PIXAX PIMCO RAE PLUS Fund Class A | $22.51 | +0.22% | $1.24B | — |
| PLCIX Voya Large-Cap Growth Fund - I | $68.03 | +1.17% | $1.11B | — |
| BLK BlackRock, Inc. | $1056.57 | -0.29% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.45 | -0.27% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | +0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HSPGX's Key Strengths?
Experienced investment management team
- Diversified investment portfolio
- Focus on long-term capital appreciation
- Access to a wide range of investment opportunities
What Are HSPGX's Weaknesses?
Higher beta indicates greater volatility
- Absence of dividend yield may deter income-seeking investors
- Performance is dependent on the Adviser's stock selection skills
- Susceptible to market fluctuations
What Are the Key Risks for HSPGX?
Market volatility could negatively impact fund performance.
- Underperformance relative to benchmark indices.
- Changes in interest rates could affect the value of fixed-income securities.
- Increased competition from other asset management firms.
What Are HSPGX's Competitive Advantages?
- Established track record of investment performance.
- Experienced investment management team.
- Diversified investment portfolio.
- Strong brand reputation.
What Does HSPGX Do?
Emerald Growth Fund Class A is an investment fund managed with the objective of achieving long-term growth through capital appreciation. The fund's strategy involves investing primarily in equity securities, encompassing common stocks, preferred stocks, and securities convertible into common or preferred stock. This approach allows for participation in the potential growth of various companies across a wide spectrum of industries. The fund maintains flexibility in its investment choices, considering companies of different sizes, including smaller companies. The Adviser defines smaller companies as those having a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index. By including smaller companies in its investment portfolio, the fund aims to capture growth opportunities that may be overlooked by larger, more established investment funds. Emerald Growth Fund Class A operates within the asset management sector, providing investors with a vehicle to access a diversified portfolio of equity securities with a focus on long-term capital appreciation.
What Products and Services Does HSPGX Offer?
- Invests in equity securities, including common and preferred stocks.
- Seeks long-term growth through capital appreciation.
- Invests in companies across a wide range of industries.
- Considers companies of various sizes, including smaller companies.
- Aims to provide investors with a diversified portfolio of equity securities.
- Manages assets on behalf of individual and institutional investors.
How Does HSPGX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to increase AUM through investment performance and attracting new investors.
- Manages investment portfolios according to specific investment objectives and guidelines.
What Industry Does HSPGX Operate In?
Emerald Growth Fund Class A operates within the asset management industry, which is characterized by intense competition and evolving market trends. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The rise of passive investing and the increasing demand for ESG-focused investments are also shaping the industry landscape. Emerald Growth Fund Class A competes with other asset management firms, including ARSVX, GTSCX, ICSCX, PIXAX, and PLCIX, for investor capital. The fund's ability to differentiate itself through its investment strategy and performance will be crucial for attracting and retaining investors.
Who Are HSPGX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
HSPGX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment management team
- Diversified investment portfolio
- Focus on long-term capital appreciation
- Access to a wide range of investment opportunities
Bear Case
- Higher beta indicates greater volatility
- Absence of dividend yield may deter income-seeking investors
- Performance is dependent on the Adviser's stock selection skills
- Susceptible to market fluctuations
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HSPGX Latest News
No recent news available for HSPGX.
HSPGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for HSPGX.
Price Targets
Wall Street price target analysis for HSPGX.
HSPGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for HSPGX; grades run from A+ (80-100) to F (below 30).
HSPGX Financials Stock FAQ
What does Emerald Growth Fund Class A do?
Emerald Growth Fund Class A is an investment fund that seeks long-term growth through capital appreciation. It primarily invests in equity securities, including common stocks, preferred stocks, and securities convertible into common or preferred stocks.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on publicly available data and may be subject to change.