Skip to Content

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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor