BNEQX : UBS U.S. Sustainable Equity Fund Class A

BNEQX is a US Stocks Market Large Blend with HIGH fees.

BNEQX

UBS U.S. Sustainable Equity Fund Class A

FI Score

27 /100

Expense Ratio Rating

4 /10

Expense Rating

1 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

Similar Funds

We found 668 US Stocks Large Blend funds. Here they are ordered by FI Score.

Compare BNEQX vs GPAFX

43% FI Score
  • gpafx
  • Mutual Fund
  • US Stocks
  • Large Blend

Victory RS Large Cap Alpha Fund Class A

Expenses: 0.89% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs HUSV

43% FI Score
  • husv
  • ETF
  • US Stocks
  • Large Blend

First Trust Horizon Managed Volatility Domestic ETF

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs CHTCX

43% FI Score
  • chtcx
  • Mutual Fund
  • US Stocks
  • Large Blend

Invesco Charter Fund Class C

Expenses: 1.82% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs PMYCX

42% FI Score
  • pmycx
  • Mutual Fund
  • US Stocks
  • Large Blend

Putnam Multi-Cap Core Fund Class C

Expenses: 1.78% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs JLCAX

42% FI Score
  • jlcax
  • Mutual Fund
  • US Stocks
  • Large Blend

JPMorgan U.S. Large Cap Core Plus Fund Class A Shares

Expenses: 1.91% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs ARSQX

42% FI Score
  • arsqx
  • Mutual Fund
  • US Stocks
  • Large Blend

Aristotle Value Equity Fund Class I

Expenses: 0.78% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs OCRDX

42% FI Score
  • ocrdx
  • Mutual Fund
  • US Stocks
  • Large Blend

Invesco Oppenheimer Rising Dividends Fund Class C

Expenses: 1.80% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs VARIX

42% FI Score
  • varix
  • Mutual Fund
  • US Stocks
  • Large Blend

Virtus Rampart Sector Trend Fund Class I

Expenses: 0.76% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs OMSOX

42% FI Score
  • omsox
  • Mutual Fund
  • US Stocks
  • Large Blend

Invesco Oppenheimer Main Street All Cap Fund Class A

Expenses: 1.14% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs TLCYX

42% FI Score
  • tlcyx
  • Mutual Fund
  • US Stocks
  • Large Blend

Touchstone Large Cap Fund Class Y

Expenses: 0.86% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs GSPQX

42% FI Score
  • gspqx
  • Mutual Fund
  • US Stocks
  • Large Blend

Goldman Sachs U.S. Equity Dividend and Premium Fund Class C

Expenses: 1.87% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs SILVX

42% FI Score
  • silvx
  • Mutual Fund
  • US Stocks
  • Large Blend

SGI U.S. Large Cap Equity Fund Class I

Expenses: 0.93% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs GTCEX

42% FI Score
  • gtcex
  • Mutual Fund
  • US Stocks
  • Large Blend

Glenmede Strategic Equity Portfolio

Expenses: 0.84% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs ACSI

42% FI Score
  • acsi
  • ETF
  • US Stocks
  • Large Blend

American Customer Satisfaction ETF

Expenses: 0.66% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs PMYBX

42% FI Score
  • pmybx
  • Mutual Fund
  • US Stocks
  • Large Blend

Putnam Multi-Cap Core Fund Class B

Expenses: 1.78% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs SPICX

42% FI Score
  • spicx
  • Mutual Fund
  • US Stocks
  • Large Blend

Invesco S&P 500 Index Fund Class C

Expenses: 1.31% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs JLPCX

41% FI Score
  • jlpcx
  • Mutual Fund
  • US Stocks
  • Large Blend

JPMorgan U.S. Large Cap Core Plus Fund Class C Shares

Expenses: 2.42% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs XLSR

41% FI Score
  • xlsr
  • ETF
  • US Stocks
  • Large Blend

SPDR SSGA U.S. Sector Rotation ETF

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs SECT

41% FI Score
  • sect
  • ETF
  • US Stocks
  • Large Blend

Main Sector Rotation ETF

Expenses: 0.83% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Compare BNEQX vs NDGIX

41% FI Score
  • ndgix
  • Mutual Fund
  • US Stocks
  • Large Blend

Neuberger Berman Dividend Growth Fund Class Institutional

Expenses: 0.69% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2026   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo