Literature
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The Edgewood Growth Fund (EGFIX & EGFFX) are generally available on most major broker-dealer platforms. For more information or should you have any questions, please visit the "How to Invest" section or call 800-791-4226.
Growth Fund Literature
- Edgewood Growth Fund Monthly Performance
- 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
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
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