Edgewood Growth Fund Class Institutional

Frequently Asked Questions About EGFIX

What are the top holdings of EGFIX?

A machine-readable holdings disclosure for Edgewood Growth Fund Class Institutional (EGFIX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does EGFIX invest in?

Edgewood Growth Fund Class Institutional (EGFIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is EGFIX most exposed to?

EGFIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is EGFIX a US-only fund?

The country allocation card on this page shows EGFIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does EGFIX invest in?

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.