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ERShares US Small Cap™ Inst IMPAX

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%

Morningstar’s Analysis IMPAX

Will IMPAX outperform in future?

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

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.

Unlock our full analysis with Morningstar Investor