Edgewood Growth Fund Class Institutional

This fund primarily allocates its capital to a concentrated selection of 15 to 35 equity instruments, comprising both common shares and sponsored American Depositary Receipts (ADRs). While its investment strategy generally favors large-capitalization companies with market values exceeding $10 billion, it maintains the flexibility to also invest in mid-sized firms (those valued between $4 billion and $10 billion) and smaller entities (ranging from $100 million to $4 billion in market capitalization).

It is important to note that this fund is categorized as non-diversified.