EGFSX Mutual Fund

EGFSX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.25%
Dividend Yield (Current)
-
Holdings
23
Inception Date
Feb 28, 2006
Fund Family
Edgewood
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 98.36%
Cash: 1.60%
Other: 0.04%

Top Holdings

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Peer Comparison

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PRO
Peer outperformance: PRO
Category rank: PRO
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PRO
Peer Avg
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EGFSX Mutual Fund Overview

EGFSX Mutual Fund (Edgewood Growth Fund Service Share Class) is managed by Edgewood. EGFSX expense ratio is 1.25%, holding 23 positions across various sectors. Inception date: 2006-02-28.

EGFSX performance shows data across multiple time periods..

EGFSX top holdings include a diversified portfolio. View all EGFSX holdings, sector breakdown, or dividend history.

EGFSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EGFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.