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EGFIX
Mutual Fund ticker: NASDAQ
AS OF
Nov 19 closing price
Price
$46.43
Change
+$0.37 (+0.80%)
Net Assets
11.45B

EGFIX Edgewood Growth Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

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

Industry description

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.

Market Cap

The average market capitalization across the Edgewood Growth Instl MF is 1T. The market cap for tickers in the group ranges from 69.39B to 4.54T. NVDA holds the highest valuation in this group at 4.54T. The lowest valued company is ABNB at 69.39B.

Volume

The average weekly volume growth across all stocks in the Edgewood Growth Instl MF was 31%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was 538%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 68
P/E Growth Rating: 68
Price Growth Rating: 54
SMR Rating: 38
Profit Risk Rating: 45
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Advisors' Inner Circle (Edgewood Growth)P. O. Box 219009Kansas City
Phone
800-791-4226
Web
www.edgewoodfunds.com
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EGFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EGFIX has been closely correlated with RGACX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if EGFIX jumps, then RGACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EGFIX
1D Price
Change %
EGFIX100%
N/A
RGACX - EGFIX
95%
Closely correlated
-0.70%
RGABX - EGFIX
95%
Closely correlated
-0.69%
RGAGX - EGFIX
94%
Closely correlated
-0.69%
RGAFX - EGFIX
94%
Closely correlated
-0.69%
RGAEX - EGFIX
94%
Closely correlated
-0.69%
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