EGFIX Edgewood Growth Instl Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), VISA (NYSE:V), Netflix (NASDAQ:NFLX), Intuitive Surgical (NASDAQ:ISRG), SERVICENOW (NYSE:NOW), Intuit (NASDAQ:INTU), Adobe (NASDAQ:ADBE).

The investment seeks long-term growth of capital. The fund primarily invests in a core group of 15-35 equity securities, including both common stocks and sponsored American Depositary Receipts ("ADRs"). Its investments are expected to have a bias toward larger capitalization issuers (those with market capitalizations in excess of $10 billion), but the fund may also invest in small-capitalization (between $100 million and $4 billion) and medium-capitalization (between $4 billion and $10 billion) companies. It is non-diversified.

The average market capitalization across the Edgewood Growth Instl MF is 1.05T. The market cap for tickers in the group ranges from 78.36B to 4.53T. NVDA holds the highest valuation in this group at 4.53T. The lowest valued company is ABNB at 78.36B.

The average weekly volume growth across all stocks in the Edgewood Growth Instl MF was -22%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -42%