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.
- NAV / 1-Day Return 6.41 / 1.69 %
- Total Assets 94.7 Mil
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Adj. Expense Ratio
- 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.