The performance quoted represents past performance, does not guarantee future results and current performance may be lower or higher than the data quoted. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance data current to the most recent month end may be obtained at www.emeraldmutualfunds.com.
Maximum Offering Price (MOP) for Class A shares includes the Fund's maximum sales charge of 4.75%. Performance shown at NAV does not include these sales charges and would have been lower had it been taken into account.
A Contingent Deferred Sales Charge (CDSC) of 1.00% may apply to Class C shares redeemed within the first 12 months after a purchase.
The performance shown for periods prior to March 16, 2012, reflects the performance of the Forward Growth Fund, a series of Forward Funds (as a result of a prior reorganization of the Forward Growth Fund into the Emerald Growth Fund).
1Inception Dates - Class A: 10/01/1992, Class C: 07/01/2000, Class Institutional: 10/21/2008, Class Investor: 05/02/2011
2The Russell 2000 Growth Index measures the performance of the small-cap growth segment of the U.S. equity universe. It includes those Russell 2000 Index companies with higher price-to-value ratios and higher forecasted growth values. An investor may not invest directly in an index.
*Portfolio holdings as of month-end are posted on the 21st day of the next succeeding month (or, if the 21st day is not a business day, then on the next business day).
The Fund seeks long-term growth through capital appreciation.
The Fund invests in companies of any size and favors smaller-sized companies with market capitalizations that are equal to or less than the largest company in the Russell 2000 Index and seeks companies with perceived leadership positions and competitive advantages in niche markets.
|Class||Ex-Date||Record Date||Payable Date||STCG||LTCG||Income||Return of Capital*||Total||Available Notices|
P.O. Box 8556
Denver, CO 80201
1290 Broadway, Suite 1000
Denver, CO 80203
Emerald Mutual Funds: (855) 828-9909
Emerald Broker Services: (800) 722-4123