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Edgewood Growth Instl EGFIX

Quantitative rating as of
  • NAV / 1-Day Return 35.19  /  0.66 %
  • Total Assets 16.7 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 32%

Morningstar’s Analysis EGFIX

Will EGFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A lowering of People Pillar rating is the primary driver of Edgewood Growth Instl's downgrade to a Morningstar Quantitative Rating of Neutral from Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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