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Edgewood Growth Retail (EGFFX)

On Feb 10: 9.28 USD  Up 0.15 (1.64%)  
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 EDGEWOOD GROWTH FUND RETAIL Delayed quote dataEdit
Net Asset Value:9.28
Trade Time:Feb 10
Change:Up 0.15 (1.64%)
Prev Close:9.28
YTD Return*:26.29%
Net Assets*:89.31M
Yield*:N/A
* As of 30-Nov-09
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 HEADLINES 
No headlines available for EGFFX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:3 stars
Total Assets:89.31M
Category:Large Growth
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:26.29%
5y Avg Return:N/A
Rank in Category (ytd):1345
% Rank in Category (ytd):73.98%
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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