ESCKX – 1290 Essex Small Cap Growth R Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of small- and micro-capitalization companies. For the fund, a company is considered to be a “small-capitalization” company if, at the time of purchase, its market capitalization is less than or equal to the market capitalization of the largest company included within the Russell 2000® Growth Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ESCJX	1290 Essex Small Cap Growth Fund Class I	Institutional	Open			Jul 11, 2022	$113.51M	0.880%	Below Average	$1M	$8.37M
ESCFX	1290 Essex Small Cap Growth Fund Class A	Front Load	Open			Jul 11, 2022	$1.28M	1.130%	Below Average	$1,000	$757,699.39
ESCKX	1290 Essex Small Cap Growth Fund Class R	Retirement, Medium	Open			Jul 11, 2022	$375,069.00	1.380%	Average	$0	$111,825.49

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