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Morningstar

1290 Essex Small Cap Growth I ESCJX

Morningstar Medalist Rating
Medalist Rating as of | See 1290 Funds Investment Hub
  • NAV / 1-Day Return 10.77  /  +1.60 %
  • Total Assets 55.2 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 69%

USD | NAV as of Apr 27, 2024 | 1-Day Return as of Apr 27, 2024, 3:09 AM GMT+0

Morningstar’s Analysis ESCJX

Will ESCJX outperform in 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 ESCJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESCJX 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 ESCJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit 1290 Essex Small Cap Growth I to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ESCJX

More ESCJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Leonardo DRS Inc

2.66 1.5 Mil
Industrials

Jp Morgan Prime Var 12/50

2.11 1.2 Mil
—

CECO Environmental Corp

1.71 988,084
Industrials

Aspen Aerogels Inc

1.71 986,115
Industrials

Patrick Industries Inc

1.61 930,135
Consumer Cyclical

Kratos Defense & Security Solutions Inc

1.60 925,060
Industrials

EyePoint Pharmaceuticals Inc

1.50 864,135
Healthcare

Transcat Inc

1.45 836,968
Industrials

Talkspace Inc Ordinary Shares

1.45 836,571
Healthcare

Paymentus Holdings Inc Class A

1.43 828,041
Technology