• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.69% Nasdaq Up 0.44%

    Edgewood Growth Retail (EGFFX)

    21.95 Up 0.23(1.06%) Jul 28
    Prev Close:21.95
    YTD Return*:5.50%
    Net Assets*:4.56B
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for EGFFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GILD7.22N/A
    CELG6.94N/A
    AMZN6.62N/A
    V6.28N/A
    CTSH6.04N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.56B
    Category:Large Growth
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:5.50%
    5y Avg Return:21.11%
    Rank in Category (ytd):25
    % Rank in Category (ytd):1.45%
    Beta (3y):0.95
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback