1290 Essex Small Cap Growth I (ESCJX)

Fund Assets	115.17M
Expense Ratio	0.864%
Min. Investment	$1,000,000
Turnover	55.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 12, 2025

Previous Close	17.59
YTD Return	5.15%
1-Year Return	5.10%
5-Year Return	n/a
52-Week Low	15.75
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.

• Fund Family: 1290 Funds
• Category: Small Growth
• Performance Rating: Above Average
• Risk Rating: High
• Stock Exchange: Nasdaq
• Ticker Symbol: ESCJX
• Share Class: Class I
• Index: Russell 2000 Growth TR

Performance

ESCJX had a total return of 5.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.55%.

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%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
ESCFX	Class A	1.13%
ESCKX	Class R	1.38%

Top 10 Holdings

24.45% of assets

Name	Symbol	Weight
Lincoln Educational Services Corporation	LINC	3.08%
JPMorgan Prime Money Market IM	JIMXX	2.92%
Invesco Shrt-Trm Inv Gov&Agcy Instl	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%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 12, 2025	$0.27748	Dec 12, 2025

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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