Morningstar

1290 Essex Small Cap Growth Fund Class I ESCJX

Morningstar Medalist Rating
Medalist Rating as of | See 1290 Funds Investment Hub
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Morningstar’s Analysis ESCJX

Will ESCJX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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

by Morningstar Automated Analysis
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Portfolio Holdings ESCJX

More ESCJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
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  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kiniksa Pharmaceuticals International PLC Class A

2.74 3M
Healthcare

Adaptive Biotechnologies Corp

2.45 3M
Healthcare

JPMorgan Prime Money Market IM

2.33 3M
Cash and Equivalents

CECO Environmental Corp

2.24 3M
Industrials

Travere Therapeutics Inc Ordinary Shares

1.97 2M
Healthcare

Leonardo DRS Inc

1.96 2M
Industrials

Oceaneering International Inc

1.72 2M
Energy

BrainsWay Ltd ADR

1.72 2M
Healthcare

Tower Semiconductor Ltd

1.57 2M
Technology

Lincoln Educational Services Corp

1.52 2M
Consumer Defensive

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