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Equity Investment

Equity Investment Parent Rating

Average

Equity Investment has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

A strength of Equity Investment is its experienced longest-tenured portfolio managers, who have accrued an average 22 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. Equity Investment open-end and exchange-traded products are priced, on average, among the highest 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

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

275.55 Mil

Investment Flows (TTM)

12.42 Mil

Asset Growth Rate (TTM)

5.36%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
3
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
EIC Value A24
EIC Value Institutional20
EIC Value C36

Morningstar Mentions

These exchange-traded funds that invest in stocks earn Morningstar’s top rating.

Quick Definitions: Key Morningstar Terms

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