Skip to Content

Equity Investment

Equity Investment Parent Rating


In a competitive industry, Equity Investment does n't differentiate itself enough, leading to an Average Parent Pillar rating. A strength of Equity Investment is its experienced longest-tenured portfolio managers, who have accrued an average 21 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. The firm's lineup has been durable. It has had a three-year risk-adjusted success ratio of 100%, meaning that of the strategies with a three-year track record, 100% have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio not only indicates good performance but also provides insight into a firm’s discipline around investment strategy and product development. Equity Investment open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Equity Investment's rating.

Equity Investment Investments


US Open-end ex MM ex FoF ex Feeder

Total Net Assets

255.72 Mil

Investment Flows (TTM)

16.86 Mil

Asset Growth Rate (TTM)


# of Share Classes


Highest Rated Investments

See All Equity Investment Funds
Morningstar Rating # of Share Classes
Not Rated 0
Morningstar Rating Overall
5-Year Category Rank
EIC Value A19
EIC Value Institutional16
EIC Value C32
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars. Star ratings are calculated at the end of every month. Investments must have at least 36 continuous months of total returns to receive a rating.

Quick Definitions: Key Morningstar Terms

Sponsor Center