About EGFIX
Edgewood Growth Fund Institutional Shares is a large-cap growth mutual fund designed to achieve long-term capital appreciation. This fund targets a concentrated portfolio, typically holding between 15 and 35 equity securities, with a particular emphasis on mid- and large-sized companies that demonstrate strong financial performance, robust profitability, and high-quality management. Its strategy often includes both U.S. common stocks and American Depositary Receipts (ADRs), enabling diversification across leading global firms. The fund’s top holdings frequently represent key players in technology, healthcare, communication services, financials, and consumer sectors, highlighting its focus on industry leaders with significant growth potential. Managed by Edgewood Management LLC, the fund is benchmarked against the S&P 500 Growth Index, reflecting its commitment to outperforming broad large-cap growth benchmarks over a full market cycle. With a relatively high minimum investment, this institutional share class is tailored for larger investors seeking a focused, research-driven approach within the growth equity segment of the market. The fund is non-diversified, magnifying both the risk and reward potential of its concentrated investment philosophy.
Fund Family Edgewood
Category Large Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol EGFIX
Share Class Institutional Class Shares
Index S&P 500 Growth Total Return Index
EGFIX had a total return of -2.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.78%.
