Morningstar

Edgewood Growth Fund Class Institutional EGFIX

Morningstar Medalist Rating
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Medalist Rating as of See Edgewood Investment Hub
  • NAV / 1-Day Return $43.21  /  −0.39 %
  • Fund Size $716.0M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis EGFIX

Will EGFIX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EGFIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EGFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EGFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Edgewood Growth Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings EGFIX

More EGFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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ASML Holding NV ADR

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Broadcom Inc

7.41 59M
Technology

Amphenol Corp Class A

6.99 55M
Technology

Shopify Inc Registered Shs -A- Subord Vtg

6.89 55M
Technology

Fidelity Inv MM Government I

5.95 47M
Cash and Equivalents

Visa Inc Class A

5.54 44M
Financial Services

Synopsys Inc

4.92 39M
Technology

Axon Enterprise Inc

4.70 37M
Industrials

Intuitive Surgical Inc

4.65 37M
Healthcare

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