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Edgewood Growth Instl (EGFIX)

20.83 Up 0.42(2.06%) Jun 29
Prev Close:20.41
YTD Return*:-1.42%
Net Assets*:5.73B
Yield*:0.02%

* As of 31-May-16

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

Headlines

  • No Headlines available for EGFIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CELG6.98N/A
V6.62N/A
AMZN6.37N/A
PCLN5.34N/A
GOOGL4.89N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:5.73B
Category:Large Growth
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:-1.42%
5y Avg Return:14.42%
Rank in Category (ytd):63
% Rank in Category (ytd):3.77%
Beta (3y):1.06
Morningstar Risk Rating:4

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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