Edgewood Growth Retail
Kansas City, MO64121-9009
P. O. Box 219009
Advisors' Inner Circle (Edgewood Growth)
800-791-4226
管理資訊
Kevin R. Seth,自 2006年2月27日 起的牽頭經辦人
Kevin joined Edgewood Management in 1995 as a Partner after nine years as an institutional salesman for Credit Suisse First Boston. He is a member of Edgewood’s Investment Committee. Kevin worked for First Boston in London, New York and Boston covering institutional accounts in the U.S. and Australia. Prior to First Boston, Kevin worked in London from 1983 to 1986 for Robert Fleming Ltd. as a North American equities analyst and junior portfolio manager. He is a graduate of Montana State University with a BS degree in Economics and Pre-Law. Kevin served for 4 years as a member of the Board of Governors in addition to being a member and past chairman of the Investment Committee for the Montana State University Foundation for which he served 12 years. Kevin is currently on the board of the New Canaan Public Library and more recently the National Park Trust as a board member and a member of the finance committee as well as development and land acquisition committees.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Large Growth
基金家族Edgewood
淨資產18.74B
本年度至今日回報6.14%
收益率0.00%
晨星評級★★
成立日期2006年2月27日
基金運作
上次股息無
上次資本增益38.00
持股週轉率23.00%
組別平均無
費用與支出
支出EGFFX類別平均
年報支出比率 (淨值)1.00%0.99%
招股書淨支出比率1.00%無
招股書總支出比率1.03%無
最高 12b1 費用無無
最高首次認購費無5.36%
最高遞延銷售費用無1.33%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
