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Edgewood Growth Fund Retail: (MF: EGFFX)

(NASDAQ Mutual Funds) As of Jul 14, 2026 05:28 PM ET

$0.10 USD

0.00 (-0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD -8.98 99
3 months -2.93 93
6 months -9.34 99
1 Year -4.12 97
3 Year 10.50 90
5 Year 1.28 95
10 Year 12.25 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.50
Bull Market (2/09 - 3/21) 948.10

Load Adjusted Returns as of May 31, 2026

1 Year 0.23
5 Year 1.88
10 Year 11.92
Since Inception 10.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -13.41 NA NA NA
2025 -7.94 15.72 -1.35 1.40
2024 12.87 2.80 0.27 1.85
2023 14.98 11.05 -5.88 15.79
2022 -17.61 -26.87 -9.59 9.08
2021 1.38 17.95 0.76 2.16

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.986.5618.5139.16-40.5923.1141.6333.671.8734.253.16
% Total Return Rel to Index -14.76-11.65-6.5012.92-22.38-5.5723.232.186.2712.45-8.77
% Total Return Rel to Peer -14.13-6.15-0.8716.16-20.891.0521.715.248.7313.57-4.65
% Perf Quintile vs Peer* 5.005.003.001.005.003.001.002.001.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 24.4015.627.770.004.743.483.000.111.420.380.48
Expense Ratio 0.001.401.401.401.401.401.401.401.401.401.39

* 1 = Top 20%, 5 = Bottom 20%