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Edgewood Growth Instl (EGFIX)

On Feb 9: 9.46 USD  Up 0.15 (1.61%)  
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EDGEWOOD GROWTH FUND INSTI Delayed quote dataEdit
Net Asset Value: 9.46
Trade Time: Feb 9
Change: Up 0.15 (1.61%)
Prev Close: 9.46
YTD Return*: -6.08%
Net Assets*: 931.89M
Yield*: N/A
* As of 31-Jan-10
Edgewood Growth Instl (EGFIX)
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HEADLINES
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 931.89M
Category: Large Growth
Total Expense Ratio: 1.02%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -6.08%
5y Avg Return: N/A
Rank in Category (ytd): 1674
% Rank in Category (ytd): 88.95%
Beta (3y): 1.01
Morningstar Risk Rating: Above average
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 both established and growing industries that display certain characteristics including a record of consistent earnings power; an earnings growth rate in excess of the Russell 1000 Growth Index, etc. The fund expects to invest more in larger capitalization issuers but may also invest in small or medium-capitalization companies. It intends to buy and hold securities for the long term and seeks to keep moderate portfolio turnover. The fund is nondiversified.
Fund Profile


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