Send me a link:

*Text messaging rates may apply.

 Dow Down 0.72% Nasdaq Down 0.50%

Edgewood Growth Instl (EGFIX)

20.33 Down 0.15(0.73%) Jul 25
Prev Close:20.48
YTD Return*:7.84%
Net Assets*:3.25B
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for EGFIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GILD7.4813.57
CELG6.454.75
V5.46-3.43
AGN5.3652.48
VIAB5.080.16

Fund Basics

Morningstar Overall Rating:
Total Assets:3.25B
Category:Large Growth
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:7.84%
5y Avg Return:17.48%
Rank in Category (ytd):7
% Rank in Category (ytd):0.4%
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