Morningstar

1290 Essex Small Cap Growth A ESCFX

Morningstar Medalist Rating
Medalist Rating as of | See 1290 Funds Investment Hub
  • NAV / 1-Day Return 11.98  /  +0.17 %
  • Total Assets 63.2 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 69%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 3:52 AM GMT+0

Morningstar’s Analysis ESCFX

Will ESCFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESCFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESCFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ESCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in 1290 Essex Small Cap Growth A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings ESCFX

More ESCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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—

Insmed Inc

1.79 1.1 Mil
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CECO Environmental Corp

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ClearPoint Neuro Inc

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Willdan Group Inc

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Graham Corp

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