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Edgewood Growth Instl (EGFIX)

On Nov 24: 9.76 USD  Down 0.03 (0.31%)  
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EDGEWOOD GROWTH FUND INSTI Delayed quote dataEdit
Net Asset Value: 9.76
Trade Time: Nov 24
Change: Down 0.03 (0.31%)
Prev Close: 9.79
YTD Return*: 21.52%
Net Assets*: 152.23M
Yield*: N/A
* As of 31-Dec-07
Edgewood Growth Instl (EGFIX)
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HEADLINES
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: N/A
Total Assets: 152.23M
Category: Large Growth
Total Expense Ratio: 1.00%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 21.52%
5y Avg Return: N/A
Rank in Category (ytd): 1258
% Rank in Category (ytd): 71.97%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term growth of capital. The fund invests in a core group of 15-35 equity securities including common stocks and sponsored ADRs. It invests in growth companies in established and growing industries that display the following: record of consistent earnings power; earnings growth rate in excess of the S&P 500 index; dominant market position or proven strength; attractive fundamental financial valuation; superior management; management/insider ownership; and industry growth rate in excess of the growth of GDP. It is nondiversified.
Fund Profile


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