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Fund Intelligence | Best Managers | EGFFX Insights | EGFFX Score | EGFFX Performance | EGFFX Manager | EGFFX News | EGFFX Allocation | EGFFX Holdings Change

Mutual Fund Insights: Edgewood Growth Retail Fund (EGFFX)

In-depth Analysis of Edgewood Growth Retail Fund (EGFFX)

Mutual fund chart: Edgewood Growth Retail Fund (EGFFX)

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See Edgewood Growth Retail Fund (EGFFX) performance details as of February 28, 2010

  

    Last Trade: $9.89 on 3/19/2010, Change: -0.06 (-0.6%)
Experiment our closing price forecasting tool for Edgewood Growth Retail Fund (EGFFX) (alpha release)

  

Fund Manager - Scott H. Edwardson

Fund Manager Tenure: 4.1 years   [Similar Funds: EGFIX ]
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)
Scott H. Edwardson has served as senior research analyst of the Adviser since May 2000. Scott H. Edwardson has served on the portfolio management team of the fund since its inception. Scott H. Edwardson has more than 5 years of investment experience.  Get more insights on Scott H. Edwardson

  

What we like about Edgewood Growth Retail Fund (EGFFX) What we like about Edgewood Growth Retail Fund (EGFFX)

Data for Edgewood Growth Retail Fund (EGFFX) as of February 28, 2010

  • Edgewood Growth Retail Fund (EGFFX) management has been with Edgewood Growth Retail Fund for 4.1 years
  • Edgewood Growth Retail Fund (EGFFX) has an annual stock turnover rate of 38.00% vs Large Growth average of 109.62%. It is good that Edgewood Growth Retail management does not trade extensively for its return.

  

What we are cautious about Edgewood Growth Retail Fund (EGFFX) What we are cautious about Edgewood Growth Retail Fund (EGFFX)

Data for Edgewood Growth Retail Fund (EGFFX) as of February 28, 2010

  • Edgewood Growth Retail Fund is a focused fund with 53.81% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Edgewood Growth Retail Fund (EGFFX) has a less-than-ideal short-term performance (1-year return 35.62% vs 51.46 % Large Growth category average)
  • Edgewood Growth Retail Fund (EGFFX) has a less-than-ideal mid-term performance (3-year return -3.47% vs -3.50 % Large Growth category average)
  • Edgewood Growth Retail Fund (EGFFX) ratio of up-years vs down years can be improved
  • Edgewood Growth Retail Fund (EGFFX) has a Morningstar rating of 3 and below
  • Edgewood Growth Retail Fund (EGFFX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.11 that is higher than category average of 21.35
  • Edgewood Growth Retail Fund (EGFFX) has a higher management fee of 1.35% than its Large Growth average of 1.33%
  • Even though Edgewood Growth Retail Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Edgewood Growth Retail Fund (EGFFX) performance details as of February 28, 2010

  

  

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Edgewood Growth Retail Fund (EGFFX) Net Asset

Track net asset change of Edgewood Growth Retail fund (EGFFX)

DateNet Asset
02/2010$1.08B
01/2010$96.27M
11/2009$89.31M
More historic net asset information on Edgewood Growth Retail Fund (EGFFX)

  

Edgewood Growth Retail Fund (EGFFX) Portfolio Allocation

Track portfolio allocation change of Edgewood Growth Retail fund (EGFFX)

DateCashStockBondOther
10/20092.61%97.39%0%0%
06/20092.54%97.46%0%0%
03/20093.4%106.49%0%0%
Click here to see more historic asset allocation information on Edgewood Growth Retail Fund (EGFFX)

  

Most Recent Top 10 Holdings in Edgewood Growth Retail Fund (EGFFX)

Discover what Edgewood Growth Retail Fund (EGFFX) manager is buying

31-Oct-09
Research In Motion Limited [7.03%]
Cognizant Technology Solutions [5.96%]
CME Group Inc. [5.86%]
AMER TOWER CP [5.44%]
QUALCOMM Incorporated [5.33%]
Vestas Wind Systems [5.21%]
ALLERGAN INC [4.94%]
NATL OILWELL VARCO [4.78%]
CVS CAREMARK CP [4.72%]
Gilead Sciences, Inc. [4.54%]

30-Jun-09
Research in Motion Limited [6.68%]
Cognizant Technology Solutions [6.45%]
AMER TOWER CP [6.3%]
CME GROUP INC CL A [6.23%]
QUALCOMM Incorporated [5.44%]
Vestas Wind Systems [5.23%]
Genzyme Corporation [5.08%]
Apple Inc. [4.82%]
MONSANTO COMPANY [4.77%]
Gilead Sciences, Inc. [4.75%]

31-Mar-09
AMER TOWER CP [7.39%]
Gilead Sciences, Inc. [6.34%]
QUALCOMM Incorporated [6.04%]
Cognizant Technology Solutions [5.89%]
Genzyme Corporation [5.75%]
QUANTA SERVICES INC [5.62%]
Research in Motion, Ltd. [5.48%]
Apple Inc. [4.78%]
CME Group Inc. [4.55%]
MONSANTO COMPANY [4.53%]
Click here for Stock Holding Change Map in Edgewood Growth Retail Fund (EGFFX)

  

Related books and products to Edgewood Growth Retail Fund (EGFFX)

  

Latest News on Edgewood Growth Retail (EGFFX)

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