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    Edgewood Growth Retail (EGFFX)

    17.92 Up 0.03(0.17%) Feb 9
    Prev Close:17.89
    YTD Return*:-8.45%
    Net Assets*:5.13B
    Yield*:N/A

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for EGFFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CELG6.75N/A
    GILD6.46N/A
    V6.32N/A
    AMZN6.32N/A
    PCLN5.53N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.13B
    Category:Large Growth
    Annual Report Expense Ratio (net):1.39%

    Performance & Risk

    YTD Return:-8.45%
    5y Avg Return:13.67%
    Rank in Category (ytd):78
    % Rank in Category (ytd):4.64%
    Beta (3y):1.07
    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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