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Morningstar

EIP Funds

EIP Funds Parent Rating

Above Average
Morningstar Manager Research

EIP Funds remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.

A mark that sets this steward apart is that managers invest significantly alongside fundholders. Almost 100% of the firm’s assets are covered by a$ 1 million investment, 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 I48
EIP Growth and Income Investor54
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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