Morningstar

1290 Essex Small Cap Growth Fund Class A ESCFX

Morningstar Medalist Rating
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Medalist Rating as of See 1290 Funds Investment Hub
  • NAV / 1-Day Return$17.72  /  +1.78%
  • Fund Size$104.6M
  • Adjusted Expense Ratio1.130%
  • Net Expense Ratio1.130%
  • Fee Level: DistributionBelow Average
  • Share Class TypeFront Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio55%
NAV and 1-Day Return as of

Morningstar’s Analysis ESCFX

Will ESCFX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESCFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESCFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ESCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

1290 Essex Small Cap Growth A holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings ESCFX

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  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings19.1
Top 10 Holdings
% Portfolio Weight
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