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    Edgewood Growth Retail (EGFFX)

    21.02 Down 0.16(0.76%) May 29
    Prev Close:21.18
    YTD Return*:2.37%
    Net Assets*:4.35B
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for EGFFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CELG7.65-1.75
    GILD7.6512.09
    ILMN6.202.75
    V6.130.23
    CTSH6.0919.22

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.35B
    Category:Large Growth
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:2.37%
    5y Avg Return:16.73%
    Rank in Category (ytd):73
    % Rank in Category (ytd):4.09%
    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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