Edgewood Growth Fund

Edgewood Growth Fund: Portfolio Overview

Portfolio Characteristics as of 03/31/2020

  Edgewood Growth Fund S&P 500 Growth S&P 500
Weighted Market Cap (Billions) $240bn $63bn $47bn
Number of Holdings 22 273 505
EPS Growth (5 Years Historical)* 11% 8% 7%
Sales Growth (3 Years) 18% 4% 7%

Numbers are provided by Bloomberg.

* EPS Growth Rate is a expressed as a % and shows the relative growth of earnings per share over a period of time.

Sector Breakdown as of 03/31/2020

Information Technology 15.5%
Financials 15.3
Medical Technology 12.1
Internet 9.9
Business Services 8.2
Consumer Discretionary 7.9
Media & Advertising 7.4
Industrials 6.6
Wireless 6.1
Technology 5.9
Consumer Staples 3.3
Cash 1.8

* As defined by Edgewood's Investment Committee.

Market Cap Exposure (In $Billions) as of 03/31/2020

Less than $20 5.2%
$20-$40 3.7
$40-$75 34.5
$75-$125 11.5
$125+ 43.4

* For the equity portion of the portfolio only

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost and current performance may be higher or lower than the performance quoted. For performance current to the most recent month end, please call 1-800-791-4226 or click here.


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