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

Mutual Fund Insights: Edgewood Growth Instl Fund (EGFIX)

In-depth Analysis of Edgewood Growth Instl Fund (EGFIX)

Mutual fund chart: Edgewood Growth Instl Fund (EGFIX)

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See Edgewood Growth Instl Fund (EGFIX) performance details as of January 31, 2010

  

    Last Trade: $10.13 on 3/18/2010, Change: -0.02 (-0.2%)
Experiment our closing price forecasting tool for Edgewood Growth Instl Fund (EGFIX) (alpha release)

  

Fund Manager - Alan W. Breed

Fund Manager Tenure: 4.1 years   [Similar Funds: EGFFX ]
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Alan is president of the adviser since June 1998, he joined Edgewood Management in 1994 as a Managing Director from First Boston Corporation where he was a vice-president in the institutional equity department and a member of the firm's stock selection committee. In addition to his years at First Boston Alan worked at Brown Brothers Harriman & Co. where he completed their equity research training program and joined the equity department.  Get more insights on Alan W. Breed

  

What we like about Edgewood Growth Instl Fund (EGFIX) What we like about Edgewood Growth Instl Fund (EGFIX)

Data for Edgewood Growth Instl Fund (EGFIX) as of January 31, 2010

  • Edgewood Growth Instl Fund (EGFIX) management has been with Edgewood Growth Instl Fund for 4.1 years
  • Edgewood Growth Instl Fund (EGFIX) has good mid-term performance (3-year return -3.86% vs -5.20% Large Growth category average)
  • Edgewood Growth Instl Fund (EGFIX) has an annual stock turnover rate of 38.00% vs Large Growth average of 109.93%. It is good that Edgewood Growth Instl management does not trade extensively for its return.
  • Edgewood Growth Instl Fund (EGFIX) has a lower management fee than its Large Growth average: 1.02% vs 1.33%
  • Edgewood Growth Instl Fund (EGFIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Edgewood Growth Instl Fund (EGFIX) What we are cautious about Edgewood Growth Instl Fund (EGFIX)

Data for Edgewood Growth Instl Fund (EGFIX) as of January 31, 2010

  • Edgewood Growth Instl 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 Instl Fund (EGFIX) has a less-than-ideal short-term performance (1-year return 22.95% vs 35.76% Large Growth category average)
  • Edgewood Growth Instl Fund (EGFIX) ratio of up-years vs down years can be improved
  • Edgewood Growth Instl Fund (EGFIX) has a Morningstar rating of 3 and below
  • Edgewood Growth Instl Fund (EGFIX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.75 that is higher than category average of 21.28
See Edgewood Growth Instl Fund (EGFIX) performance details as of January 31, 2010

  

  

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Edgewood Growth Instl Fund (EGFIX) Net Asset

Track net asset change of Edgewood Growth Instl fund (EGFIX)

DateNet Asset
01/2010$931.89M
11/2009$932.07M
10/2009$873.59M
More historic net asset information on Edgewood Growth Instl Fund (EGFIX)

  

Edgewood Growth Instl Fund (EGFIX) Portfolio Allocation

Track portfolio allocation change of Edgewood Growth Instl fund (EGFIX)

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 Instl Fund (EGFIX)

  

Most Recent Top 10 Holdings in Edgewood Growth Instl Fund (EGFIX)

Discover what Edgewood Growth Instl Fund (EGFIX) 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. [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 Instl Fund (EGFIX)

  

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