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.
- NAV / 1-Day Return 35.19 / 0.66 %
- Total Assets 16.7 Bil
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Adj. Expense Ratio
- 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.