EGFIX Mutual Fund
EGFIX Mutual Fund
Edgewood Growth Fund Institutional Class

EGFIX Mutual Fund Overview
EGFIX Mutual Fund (Edgewood Growth Fund Institutional Class) is managed by Edgewood with $5.80B in net assets. EGFIX expense ratio is 1.00%, holding 23 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2006-02-28.
EGFIX performance shows a YTD return of -85.73%. The 1-year return is -84.90% and the 5-year return is -25.22%. EGFIX dividend yield stands at 346.53%, paid annually.
EGFIX top holdings include Netflix, Inc. (8.8%), Asml Holding Nv, Adr (8.1%), Nvidia Corp. (7.5%), Broadcom Inc (7.0%), Synopsys (5.9%). View all EGFIX holdings, sector breakdown, or dividend history.
EGFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EGFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.