About EGFFX
The Edgewood Growth Fund Retail Class is an actively managed mutual fund focused on pursuing long-term capital appreciation. Employing a concentrated large cap growth strategy, the fund typically invests in a select group of 15 to 35 equity securities, primarily targeting companies with market capitalizations exceeding $10 billion, yet retaining the flexibility to include mid and small capitalization firms. The fund’s portfolio is characterized by a relatively low number of holdings, with more than half of its assets concentrated in the top ten positions, featuring prominent names such as Visa, Netflix, NVIDIA, and ASML. This concentrated approach reflects the fund manager’s high-conviction stock selection process, emphasizing companies with strong earnings and sales growth potential. The fund is benchmarked against the S&P 500 Index and is structured as a non-diversified investment company under the Investment Company Act of 1940. Catering to retail investors, the fund plays a significant role in the large growth segment, offering exposure to innovative U.S. companies across sectors like technology, healthcare, and financial services, with the objective of delivering competitive long-term returns through disciplined stock selection and active portfolio management.
Fund Family Edgewood
Category Large-Cap Growth
Performance Rating Low
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol EGFFX
Share Class Retail Class Shares
Index S&P 500 Growth Total Return Index
EGFFX had a total return of -8.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.10%.
