Morningstar

1290 Essex Small Cap Growth I ESCJX

Morningstar Medalist Rating
Medalist Rating as of | See 1290 Funds Investment Hub
  • NAV / 1-Day Return 12.05  /  +0.18 %
  • Total Assets 63.2 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • 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 ESCJX

Will ESCJX 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 ESCJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESCJX 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 ESCJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in 1290 Essex Small Cap Growth I'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 portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings ESCJX

More ESCJX 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
Sector

Leonardo DRS Inc

3.06 2.0 Mil
Industrials

Zeta Global Holdings Corp Class A

2.44 1.6 Mil
Technology

PROCEPT BioRobotics Corp

1.93 1.2 Mil
Healthcare

Kratos Defense & Security Solutions Inc

1.84 1.2 Mil
Industrials

Jp Morgan Prime Var 12/50

1.81 1.2 Mil
—

Insmed Inc

1.79 1.1 Mil
Healthcare

CECO Environmental Corp

1.76 1.1 Mil
Industrials

ClearPoint Neuro Inc

1.75 1.1 Mil
Healthcare

Willdan Group Inc

1.73 1.1 Mil
Industrials

Graham Corp

1.70 1.1 Mil
Industrials

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