Morningstar

1290 Essex Small Cap Growth Fund Class I ESCJX

Morningstar Medalist Rating
Medalist Rating as of | See 1290 Funds Investment Hub
  • NAV / 1-Day Return 19.83  /  −1.44 %
  • Total Assets 120.1M
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 55%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 4:23 AM GMT+0

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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ESCJX

More ESCJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lincoln Educational Services Corp

3.26 4M
Consumer Defensive

Tower Semiconductor Ltd

2.91 3M
Technology

Leonardo DRS Inc

2.48 3M
Industrials

CECO Environmental Corp

2.31 3M
Industrials

Argan Inc

2.12 3M
Industrials

Arteris Inc

2.05 2M
Technology

Sterling Infrastructure Inc

1.98 2M
Industrials

Graham Corp

1.92 2M
Industrials

JPMorgan Prime Money Market IM

1.86 2M
Cash and Equivalents

BrainsWay Ltd ADR

1.85 2M
Healthcare

Sponsor Center