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    Edgewood Growth Retail (EGFFX)

    20.36 Down 0.33(1.59%) Apr 17
    Prev Close:20.69
    YTD Return*:1.87%
    Net Assets*:3.86B
    Yield*:N/A

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for EGFFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CELG7.652.42
    GILD7.653.67
    ILMN6.20-1.28
    V6.13-0.38
    CTSH6.0917.70

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.86B
    Category:Large Growth
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:1.87%
    5y Avg Return:16.69%
    Rank in Category (ytd):80
    % Rank in Category (ytd):4.54%
    Beta (3y):0.97
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital. The fund primarily invests in a core group of 15-35 equity securities, including both common stocks and sponsored American Depositary Receipts ("ADRs"). Its investments are expected to have a bias toward larger capitalization issuers (those with market capitalizations in excess of $10 billion), but the fund may also invest in small-capitalization (between $100 million and $4 billion) and medium-capitalization (between $4 billion and $10 billion) companies. It is non-diversified. View More
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