Edgewood Growth Fund Class Institutional
EGFIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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Price
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NAV
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Company Information
Provider
Edgewood
Manager/Tenure
(Years)
(Years)
Alan W. Breed (19), Lawrence G. Creel (19), Scott Edwardson (19), 3 others
Website
Address
Edgewood
Kansas City MO - 64121
Kansas City MO - 64121
Country
United States
Phone Number
800-791-4226
Investment Strategy
The investment seeks long-term growth of capital. The fund primarily invests in a core group of 15-35 equity securities, including both common stocks and sponsored American Depositary Receipts ("ADRs"). Its investments are expected to have a bias toward larger capitalization issuers (those with market capitalizations in excess of $10 billion), but the fund may also invest in small-capitalization (between $100 million and $4 billion) and medium-capitalization (between $4 billion and $10 billion) companies. It is non-diversified.