Skip to Content

EIC Value Institutional EICIX

Quantitative rating as of
NAV / 1-Day Return
15.16  /  0.23 %
Total Assets
238.1 Mil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.70%
Turnover
33%

Morningstar’s Analysis EICIX

Will EICIX outperform in future?

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

Summary

|

A sound investment process and strong management team underpin EIC Value Institutional's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor