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EP Emerging Markets A EPASX

Quantitative rating as of
  • NAV / 1-Day Return 9.92  /  1.20 %
  • Total Assets 82.1 Mil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.50%
  • Turnover 31%

Morningstar’s Analysis EPASX

Will EPASX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in the People Pillar isn't sufficient for EP Emerging Markets A to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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