Edgewood Growth Fund Class Institutional (EGFIX) Research
This fund primarily allocates its capital to a concentrated selection of 15 to 35 equity instruments, comprising both common shares and sponsored American Depositary Receipts (ADRs). While its investment strategy generally favors large-capitalization companies with market values exceeding $10 billion, it maintains the flexibility to also invest in mid-sized firms (those valued between $4 billion and $10 billion) and smaller entities (ranging from $100 million to $4 billion in market capitalization). It is important to note that this fund is categorized as non-diversified.
Market snapshot
- Symbol
- EGFIX
- Price
- $4.44
- Day change
- +1.11%
- Market cap
- $1.2B
- 52-week range
- 4.29-48.52
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AB Large Cap Growth Fund (APGCX)
- Columbia Funds Series Trust I - Columbia Contrarian Core Fund (COFYX)
- American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX)
- Fidelity Freedom Index 2025 Fund - Investor Class (FQIFX)
- Fidelity Advisor Strategic Income I (FSRIX)
- MainStay Large Cap Growth Fund Class A (MLAAX)
- Oakmark International R6 (OAZIX)
- MFS Mid Cap Growth Fund Class R6 (OTCKX)
Open Edgewood Growth Fund Class Institutional (EGFIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.