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Morningstar

EIP Funds

EIP Funds Parent Rating

Above Average
Morningstar Manager Research

Overall, EIP Funds benefits from a strong investment culture, earning it an Above Average Parent Pillar rating.

Managers at EIP Funds are at the top of the industry when it comes to eating their own cooking. Almost 100% of the firm’s assets are represented by a manager who invests at least$ 1 million in their respective product, in an effort to align portfolio manager and shareholder interests. EIP Funds has brought continuity to its product shelf, with low portfolio management turnover compared with peer firms over the past five years.

EIP Funds Investments

Mutual Funds

See All EIP Funds Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

82.32 Mil

Investment Flows (TTM)

−37.53 Mil

Asset Growth Rate (TTM)

−34.59%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
1
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
EIP Growth and Income I49
EIP Growth and Income Investor55
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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