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Edgewood Growth Retail (EGFFX) Fund Ranking and Research

Ranking, Research and Recommendation of Edgewood Growth Retail (EGFFX) Fund

    Last Trade: $24.04 on 3/24/2017, Change: +0.09 (0.38%)

 

Graph of Edgewood Growth Retail Fund (EGFFX) ManagerFund Manager - Lawrence G. Creel

Fund Manager Information

Fund Manager Tenure: 11.1 years
Similar Funds: EGFIX 
Fund Family: Edgewood
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.87)     (What does this score mean?)

 

Graph of Edgewood Growth Retail Fund (EGFFX) ProfileEdgewood Growth Retail Fund (EGFFX) Profile

Fund Profile and Description

Edgewood Growth Retail Fund seeks long-term growth of capital. Edgewood Growth Retail 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: a record of consistent earnings power; an earnings growth rate in excess of the S&P 500 Growth index, etc. Edgewood Growth Retail 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. Edgewood Growth Retail Fund is non-diversified.

 

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

Data for Edgewood Growth Retail Fund (EGFFX) as of May 30, 2016

  • Edgewood Growth Retail Fund (EGFFX) management has been with Edgewood Growth Retail Fund for 11.1 years
  • Edgewood Growth Retail Fund (EGFFX) has good short-term performance (1-year return 3.11% vs -1.74% Large Growth category median performance)
  • Edgewood Growth Retail Fund (EGFFX) has good mid-term performance (3-year return 14.58% vs 10.74% Large Growth category median performance)
  • Edgewood Growth Retail Fund (EGFFX) has good Long-term performance (5-year return 14.19% vs 10.14% Large Growth category median performance)
  • Edgewood Growth Retail Fund (EGFFX) ratio of up-years vs down years is greater than 2
  • Edgewood Growth Retail Fund (EGFFX) has a Morningstar rating of 4 and above
  • Edgewood Growth Retail Fund (EGFFX) has an annual stock turnover rate of 24.00% vs Large Growth average of 50.46%. It is good that Edgewood Growth Retail management does not trade extensively for its return.

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

Data for Edgewood Growth Retail Fund (EGFFX) as of May 30, 2016

  • Edgewood Growth Retail Fund (EGFFX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.59 that is higher than category average of 12.75
  • Edgewood Growth Retail Fund (EGFFX) has a higher expense ratio of 1.39% than its Large Growth average of 1.17%
  • 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 May 30, 2016

 

What do you think?

 

Compare Edgewood Growth Retail Fund (EGFFX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Edgewood Growth Retail-1.643.1114.5814.19
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Edgewood Growth Retail Fund (EGFFX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Edgewood Growth Retail Fund (EGFFX) Net Asset TrackingEdgewood Growth Retail (EGFFX) Fund Net Asset

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

DateNet Asset
05/2016$5.73B
03/2016$5.73B
02/2016$5.29B
More historic net asset information on Edgewood Growth Retail Fund (EGFFX)

  

Graph of Edgewood Growth Retail Fund (EGFFX) Portfolio TrackingEdgewood Growth Retail (EGFFX) Fund Portfolio Allocation

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

DateCashStockBondOther
01/20162.02%97.98%0%0%
10/20151.98%98.02%0%0%
07/20152.05%97.95%0%0%
Click here to see more historic asset allocation information on Edgewood Growth Retail Fund (EGFFX)

 

graph of Edgewood Growth Retail Fund (EGFFX) Top 10 Position TrackingTop 10 Holdings in Edgewood Growth Retail (EGFFX) Fund

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

Jan 30, 2016
Visa Inc. [6.67%]
Celgene Corporation [5.99%]
Amazon.com, Inc. [5.92%]
Illumina, Inc. [5.91%]
Cognizant Technology Solutions [5.43%]
Alphabet Inc. [5.35%]
Equinix, Inc. [5.24%]
ARM Holdings PLC ADR [4.92%]
Facebook, Inc. [4.67%]
The Priceline Group Inc. [4.43%]

Oct 30, 2015
Celgene Corporation [6.75%]
Gilead Sciences, Inc. [6.46%]
Visa Inc. [6.32%]
Amazon.com, Inc. [6.32%]
The Priceline Group Inc. [5.53%]
Cognizant Technology Solutions [5.39%]
Alliance Data Systems Corporati [4.82%]
ARM Holdings PLC ADR [4.79%]
Equinix, Inc. [4.66%]
Illumina, Inc. [4.37%]

Jul 30, 2015
Celgene Corporation [7.27%]
Gilead Sciences, Inc. [7.11%]
Visa Inc. [6.49%]
Illumina, Inc. [6.2%]
Cognizant Technology Solutions [5.89%]
Amazon.com, Inc. [5.46%]
ARM Holdings PLC ADR [4.85%]
Charles Schwab Corporation (The [4.82%]
Alliance Data Systems Corporati [4.74%]
Equinix, Inc. [4.72%]
Click here for Stock Holding Change Map in Edgewood Growth Retail Fund (EGFFX)

  

Latest News on Edgewood Growth Retail (EGFFX) Fund

See what is happening with Edgewood Growth Retail Fund (EGFFX)

 

Edgewood Growth Retail Fund (EGFFX) Related ResourcesSee more information on Edgewood Growth Retail (EGFFX) Fund

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