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Edgewood Growth Fund Insti: (MF: EGFIX)

(NASDAQ Mutual Funds) As of Jul 16, 2026 05:36 PM ET

$4.51 USD

-0.02 (-0.48%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD -5.28 97
3 months 9.29 80
6 months -5.28 97
1 Year -5.06 96
3 Year 9.61 88
5 Year 0.73 95
10 Year 13.47 45

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -46.70
Bull Market (2/09 - 3/21) 1,037.31

Load Adjusted Returns as of Jun 30, 2026

1 Year -5.05
5 Year 0.72
10 Year 13.47
Since Inception 11.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -13.34 9.29 NA NA
2025 -7.85 15.81 -1.26 1.53
2024 12.98 2.89 0.37 1.98
2023 15.14 11.12 -5.76 15.89
2022 -17.54 -26.80 -9.50 9.18
2021 1.48 18.06 0.87 2.28

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.286.9819.0039.74-40.3623.6242.2034.182.2834.793.57
% Total Return Rel to Index -16.97-11.23-6.0113.49-22.16-5.0523.802.696.6712.99-8.36
% Total Return Rel to Peer -14.69-5.72-0.3816.74-20.661.5622.295.759.1414.11-4.24
% Perf Quintile vs Peer* 5.004.003.001.005.003.001.002.001.001.004.00
% 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 ($) 24.4015.627.770.004.743.483.000.111.420.380.47
Expense Ratio 1.001.001.001.001.001.001.001.001.001.001.00

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