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    Edgewood Growth Retail (EGFFX)

    20.59 Up 0.43(2.13%) Dec 17
    Prev Close:20.16
    YTD Return*:15.70%
    Net Assets*:3.69B
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for EGFFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GILD7.5736.07
    CELG7.3836.36
    ILMN6.0770.15
    V5.7617.52
    CTSH5.457.92

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.69B
    Category:Large Growth
    Annual Report Expense Ratio (net):1.41%

    Performance & Risk

    YTD Return:15.70%
    5y Avg Return:17.81%
    Rank in Category (ytd):6
    % Rank in Category (ytd):0.35%
    Beta (3y):1.06
    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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