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Edgewood Growth Instl (EGFIX) Fund Ranking and Research

Ranking, Research and Recommendation of Edgewood Growth Instl (EGFIX) Fund

    Last Trade: $29.37 on 10/20/2017, Change: +0.06 (0.2%)

 

Graph of Edgewood Growth Instl Fund (EGFIX) ManagerFund Manager - Scott D. Edwardson

Fund Manager Information

Fund Manager Tenure: 11.7 years
Similar Funds: EGFFX 
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 Instl Fund (EGFIX) ProfileEdgewood Growth Instl Fund (EGFIX) Profile

Fund Profile and Description

Edgewood Growth Instl Fund seeks long-term growth of capital. Edgewood Growth Instl 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 Instl 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 Instl Fund is non-diversified.

 

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

Data for Edgewood Growth Instl Fund (EGFIX) as of May 30, 2016

  • Edgewood Growth Instl Fund (EGFIX) management has been with Edgewood Growth Instl Fund for 11.7 years
  • Edgewood Growth Instl Fund (EGFIX) has good short-term performance (1-year return 3.62% vs -1.74% Large Growth category median performance)
  • Edgewood Growth Instl Fund (EGFIX) has good mid-term performance (3-year return 14.90% vs 10.74% Large Growth category median performance)
  • Edgewood Growth Instl Fund (EGFIX) has good Long-term performance (5-year return 14.42% vs 10.14% Large Growth category median performance)
  • Edgewood Growth Instl Fund (EGFIX) ratio of up-years vs down years is greater than 2
  • Edgewood Growth Instl Fund (EGFIX) has a Morningstar rating of 4 and above
  • Edgewood Growth Instl Fund (EGFIX) has an annual stock turnover rate of 24.00% vs Large Growth average of 50.46%. It is good that Edgewood Growth Instl management does not trade extensively for its return.
  • Edgewood Growth Instl Fund (EGFIX) has a lower expense ratio than its Large Growth average: 1.00% vs 1.17%
  • Edgewood Growth Instl Fund (EGFIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for Edgewood Growth Instl Fund (EGFIX) as of May 30, 2016

  • Edgewood Growth Instl Fund (EGFIX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.53 that is higher than category average of 12.75
See Edgewood Growth Instl Fund (EGFIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Edgewood Growth Instl Fund (EGFIX)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 Instl-1.423.6214.9014.42
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 Instl Fund (EGFIX)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 Instl Fund (EGFIX) Net Asset TrackingEdgewood Growth Instl (EGFIX) Fund Net Asset

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

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

  

Graph of Edgewood Growth Instl Fund (EGFIX) Portfolio TrackingEdgewood Growth Instl (EGFIX) Fund Portfolio Allocation

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

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 Instl Fund (EGFIX)

 

graph of Edgewood Growth Instl Fund (EGFIX) Top 10 Position TrackingTop 10 Holdings in Edgewood Growth Instl (EGFIX) Fund

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

  

Latest News on Edgewood Growth Instl (EGFIX) Fund

See what is happening with Edgewood Growth Instl Fund (EGFIX)

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Edgewood Growth Instl Fund (EGFIX) Related ResourcesSee more information on Edgewood Growth Instl (EGFIX) Fund

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