Skip to Content

Equity Investment

Equity Investment Parent Rating

Average

Equity Investment is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

The experienced longest-tenured portfolio management at Equity Investment is a core advantage over global asset management peers. With 22 years of average tenure across the management group, it is clear they've been put through their paces. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Equity Investment's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the highest quintile of similarly distributed strategies.

Equity Investment Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

264.75 Mil

Investment Flows (TTM)

−29.46 Mil

Asset Growth Rate (TTM)

−11.00%

# of Share Classes

3
Morningstar Rating # of Share Classes
1
2
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
EIC Value Institutional18
EIC Value A22
EIC Value C33

Quick Definitions: Key Morningstar Terms

Sponsor Center