1290 Essex Small Cap Growth I (ESCJX)
| Fund Assets | 119.13M |
| Expense Ratio | 0.88% |
| Min. Investment | $1,000,000 |
| Turnover | 55.00% |
| Dividend (ttm) | 0.28 |
| Dividend Yield | 1.40% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 12, 2025 |
| Previous Close | 19.84 |
| YTD Return | 17.47% |
| 1-Year Return | 42.38% |
| 5-Year Return | n/a |
| 52-Week Low | 14.22 |
| 52-Week High | 20.97 |
| Beta (5Y) | n/a |
| Holdings | 105 |
| Inception Date | Jul 11, 2022 |
About ESCJX
The 1290 Essex Small Cap Growth Fund Class I is an institutional share class of a mutual fund focused on U.S. small-capitalization equities. Its primary objective is long-term capital growth by investing in small companies that exhibit accelerating earnings and revenue growth, and that are considered undervalued based on the sub-adviser’s fundamental analysis. This approach involves rigorous analysis of financial statements, industry outlooks, and a company’s market position to identify businesses with strong potential for future expansion. The fund maintains a diversified portfolio across various growth phases and sectors, including industrials, healthcare, technology, and consumer defensive, helping to manage risks from individual positions. With a below-average expense ratio compared to peers and a minimum initial investment geared toward institutional investors, the fund appeals to those seeking targeted exposure to dynamic small-cap growth opportunities within the U.S. equity market. It plays a significant role for investors aiming to diversify their portfolios with high-growth, smaller enterprises that often serve as innovators or challengers within their industries.
Performance
ESCJX had a total return of 42.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.62%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VRTGX | Vanguard | Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.07% |
Top 10 Holdings
24.45% of assets| Name | Symbol | Weight |
|---|---|---|
| Lincoln Educational Services Corporation | LINC | 3.08% |
| JPMorgan Prime Money Market Fund | JIMXX | 2.92% |
| Short-Term Investment Trust - Invesco Government & Agency Portfolio | AGPXX | 2.76% |
| Tower Semiconductor Ltd. | TSEM | 2.67% |
| CECO Environmental Corp. | CECO | 2.43% |
| Argan, Inc. | AGX | 2.26% |
| Leonardo DRS, Inc. | DRS | 2.19% |
| Sterling Infrastructure, Inc. | STRL | 2.11% |
| BrainsWay Ltd. | BWAY | 2.05% |
| Globalstar, Inc. | GSAT | 1.98% |