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 Dow Down 1.88% Nasdaq Down 2.09%

Edgewood Growth Retail (EGFFX)

19.97 Up 0.11(0.55%) Jul 30
Prev Close:19.97
YTD Return*:7.60%
Net Assets*:3.25B
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for EGFFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GILD7.4813.57
CELG6.454.75
V5.46-3.43
AGN5.3652.48
VIAB5.080.16

Fund Basics

Morningstar Overall Rating:
Total Assets:3.25B
Category:Large Growth
Annual Report Expense Ratio (net):1.41%

Performance & Risk

YTD Return:7.60%
5y Avg Return:17.41%
Rank in Category (ytd):8
% Rank in Category (ytd):0.46%
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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