4 / 5 Stars
4 4 5 2 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#69 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 32.53 percent over the past year, 19.24 percent over the past three years, and 17.48 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.8%|
|3 Years (Annualized)||19.2%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
Edgewood Growth Fund has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.