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Edgewood Growth Instl (EGFIX)

On Nov 25: 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 25
Change:Down 0.03 (0.31%)
Prev Close:9.79
YTD Return*:21.48%
Net Assets*:873.59M
Yield*:N/A
* As of 31-Oct-09
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 HEADLINES 
No headlines available for EGFIX.

 FUND BASICS31-Oct-09
Morningstar Overall Rating:3 stars
Total Assets:873.59M
Category:Large Growth
Total Expense Ratio:1.02%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:21.48%
5y Avg Return:N/A
Rank in Category (ytd):1207
% Rank in Category (ytd):66.98%
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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