EGFSX Mutual Fund

EGFSX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.10%
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%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

EGFSX Mutual Fund Overview

EGFSX Mutual Fund (Edgewood Growth Fund Service Share Class) is managed by Edgewood. EGFSX expense ratio is 1.10%, 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. Go to all EGFSX holdings, EGFSX sectors, or EGFSX dividends.

EGFSX can be compared against other funds. Use EGFSX overlap to find shared positions, or EGFSX vs another fund for a side-by-side view. EGFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.