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    Edgewood Growth Retail (EGFFX)

    20.11 Down 0.08(0.40%) Apr 1
    Prev Close:20.19
    YTD Return*:4.39%
    Net Assets*:3.91B
    Yield*:N/A

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for EGFFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CELG7.657.55
    GILD7.6510.15
    ILMN6.205.14
    V6.136.32
    CTSH6.0919.48

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.91B
    Category:Large Growth
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:4.39%
    5y Avg Return:18.35%
    Rank in Category (ytd):49
    % Rank in Category (ytd):2.78%
    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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