Edgewood Growth Fund Quote
| EGFIX Fund | USD 52.62 0.23 0.44% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Edgewood Growth is trading at 52.62 as of the 22nd of November 2024; that is 0.44 percent down since the beginning of the trading day. The fund's open price was 52.85. Edgewood Growth has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Edgewood Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund primarily invests in a core group of 15-35 equity securities, including both common stocks and sponsored American Depositary Receipts . Its investments are expected to have a bias toward larger capitalization issuers , but the fund may also invest in small-capitalization and medium-capitalization companies. More on Edgewood Growth Fund
Moving together with Edgewood Mutual Fund
Edgewood Mutual Fund Highlights
| Fund Concentration | Edgewood Funds, Large Growth Funds, Large Growth, Edgewood (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | October |
Edgewood Growth Fund [EGFIX] is traded in USA and was established 22nd of November 2024. Edgewood Growth is listed under Edgewood category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Edgewood family. This fund currently has accumulated 17.8 B in assets under management (AUM) with minimum initial investment of 100 K. Edgewood Growth is currently producing year-to-date (YTD) return of 19.78%, while the total return for the last 3 years was -0.71%.
Check Edgewood Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Edgewood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Edgewood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Edgewood Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Edgewood Growth Fund Mutual Fund Constituents
| CTSH | Cognizant Technology Solutions | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| SPGI | SP Global | Stock | Financials | |
| SNAP | Snap Inc | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NKE | Nike Inc | Stock | Consumer Discretionary |
Edgewood Growth Risk Profiles
| Mean Deviation | 0.7332 | |||
| Semi Deviation | 1.03 | |||
| Standard Deviation | 0.9911 | |||
| Variance | 0.9823 |
Edgewood Growth Against Markets
Other Information on Investing in Edgewood Mutual Fund
Edgewood Growth financial ratios help investors to determine whether Edgewood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Edgewood with respect to the benefits of owning Edgewood Growth security.
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