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Essential 40 Stock I ESSIX Fund Analysis

| Quantitative rating as of

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 management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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