How to Invest
The Edgewood Growth Fund is available for purchase through numerous brokers, please check with your specific broker for availability. You may also purchase shares directly from the Edgewood Growth Fund by completing the appropriate application listed below. For questions regarding investing, please contact 800-791-4226. You may also e-mail your questions to egf@edgewood.com.
Applications & Forms
- New Account Application - Institutional Shares
- New Account Application - Retail Shares
- IRA Account Application - Institutional Shares
- IRA Account Application - Retail Shares
- IRA Asset Transfer Form
Application Instructions
Upon completing one of the applications above, please return the following to the address below:
- The completed and executed application
- Voided bank check or deposit slip if applicable
- One check made payable to: Edgewood Growth Fund
Send To:
P.O. Box 219009
Kansas City, MO 64121-9009
For Overnight Packages:
c/o DST Systems
430 West 7th Street
Kansas City, MO 64105
Read The Prospectus Before Investing
Institutional & Retail Shares
- Edgewood Growth Fund Fact Sheet
- Edgewood Growth Fund Prospectus
- Edgewood Growth Fund Summary Prospectus Institutional
- Edgewood Growth Fund Summary Prospectus Retail
- Edgewood Growth Fund Statement of Additional Information
- Edgewood Growth Fund Semi-Annual Report dated March 31, 2023
- Edgewood Growth Fund Annual Report dated September 30, 2022
Additional Forms
- Edgewood Growth Fund IRA Distribution Election Form
- Edgewood Growth Fund Non IRA Redemption
- Edgewood Growth Fund Change of Ownership
Additional Information
- Edgewood Growth Fund 2022 Final Capital Gain Distribution
- Edgewood Growth Fund 2021 Final Capital Gain Distribution
- Edgewood Growth Fund 2020 Final Capital Gain Distribution
- Edgewood Growth Fund 2019 Final Capital Gain Distribution
- Edgewood Growth Fund 2018 Final Capital Gain Distribution
- Edgewood Growth Fund 2017 Final Capital Gain Distribution
- Edgewood Growth Fund 2016 Final Capital Gain Distribution
- Edgewood Growth Fund 2015 Income Distribution Information
- IRA Custodial Agreement and Disclosure Statement
- Interactive Data files for Risk/Return Summary sections(s) of the Edgewood Growth Fund
- Edgewood Growth Fund Schedule of Investments_June 30, 2023
- Edgewood Growth Fund Schedule of Investments_December 31, 2022
- Edgewood Growth Fund Schedule of Investments_June 30, 2022