Morningstar

1290 Essex Small Cap Growth R ESCKX

Morningstar Medalist Rating
Medalist Rating as of | See 1290 Funds Investment Hub
  • NAV / 1-Day Return 11.92  /  +0.17 %
  • Total Assets 63.2 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • 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 ESCKX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ESCKX

More ESCKX 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

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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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