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Morningstar

ERShares US Small Cap™ Inst IMPAX

Morningstar Analyst Rating
Quantitative rating as of | See EntrepreneurShares Investment Hub
  • NAV / 1-Day Return 6.41  /  1.69 %
  • Total Assets 94.7 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.860%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 175%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis IMPAX

Will IMPAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IMPAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IMPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of IMPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A middling People rating and a subpar Parent Pillar limit ERShares US Small Cap™ Inst to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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