Edgewood Growth Fund

Scorecard
4 / 5 Stars
Lipper
5 4 5 2 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

#33 in Large Growth

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 34.68 percent over the past year, 18.27 percent over the past three years, and 22.57 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 3.8%
1 Year 34.7%
3 Years (Annualized) 18.3%
5 Years (Annualized) 22.6%
10 Years (Annualized) N/A

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Summary

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.

Fees

Fees are Average compared to funds in the same category.
Edgewood Growth Fund has an expense ratio of 1.00 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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