Edgewood Growth FundEGFIX

MUTUAL FUNDEdgewood
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$6.2B
Expense ratio
1.00%
1-year return
-1.1%
3 years, a year
+14.0%
5 years, a year
+2.1%
Holdings
23

What it aims to do.

The investment objective of the Edgewood Growth Fund (the Fund) is to provide long-term growth of capital.

Top 10 holdings.

Holding% of fund
NFLX Netflix, Inc.8.77%
ASML ASML Holding N.V.8.10%
NVDA Nvidia Corporation7.45%
AVGO Broadcom Inc.6.97%
SNPS Synopsys, Inc.5.90%
V Visa Inc.5.85%
AXON Axon Enterprise, Inc.5.64%
MSCI MSCI Inc.4.83%
TDG Transdigm Group Incorporated4.70%
SHOP Shopify Inc.4.67%

More on EGFIX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.