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Essential 40 Stock I ESSIX Fund Analysis

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Morningstar’s Analysis ESSIX

Will ESSIX outperform in future?

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

Essential 40 Stock I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research


The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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