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Edgewood Growth Retail EGFFX

Medalist Rating as of | See Edgewood Investment Hub
  • NAV / 1-Day Return 43.61  /  1.54 %
  • Total Assets 19.8 Bil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield
  • Turnover 23%

Morningstar’s Analysis EGFFX

Will EGFFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Edgewood Growth Retail's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings EGFFX

  • Current Portfolio Date
  • Equity Holdings 22
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 56.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.10
1,144,549,081
Financial Services
6.82
1,099,532,488
Technology
6.11
985,086,189
Technology
5.72
921,774,787
Technology
5.69
917,257,990
Communication Services
5.68
916,795,101
Technology
5.20
838,494,017
Technology
4.75
766,747,840
Healthcare
4.60
741,795,778
Technology
4.55
733,394,310
Consumer Cyclical