EGFIX Mutual Fund

EGFIX Mutual Fund (Edgewood Growth Fund Institutional Class) is managed by Edgewood with $1.46B in net assets. EGFIX expense ratio is 0.85%, holding 26 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2006-02-28.

EGFIX performance shows a YTD return of 799.06%. The 1-year return is 814.56% and the 5-year return is -0.57%.

EGFIX top holdings include Asml Holding Nv Unsponsored Adr Ordinary Shares (8.7%), Broadcom Inc (8.2%), Nvidia Corp (7.1%), Amphenol Corp. Class A (6.8%), Axon Enterprise Inc (6.8%). Go to all EGFIX holdings, EGFIX sectors, or EGFIX dividends.

EGFIX can be compared against other funds. Use EGFIX overlap to find shared positions, or EGFIX vs another fund for a side-by-side view. EGFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.