ESSIX : Essential 40 Stock Fund Class I

ESSIX is a US Stocks Market Large Blend with MODERATE fees.

ESSIX

Essential 40 Stock Fund Class I

FI Score

39 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

Different Funds

We found 7,874 US Stocks Large Blend funds. Here they are ordered by FI Score.

Compare ESSIX vs SMN

21% FI Score
  • smn
  • ETF
  • Alternative
  • Inverse

ProShares UltraShort Basic Materials

Expenses: 0.95% (Better than 0% of similar funds)

This is a bad choice for a Inverse Alternative fund. See why »

Compare ESSIX vs SLTMX

21% FI Score
  • sltmx
  • Mutual Fund
  • Bond
  • Government Bond

Virtus Seix U.S. Mortgage Fund Class A

Expenses: 0.90% (Better than 0% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

Compare ESSIX vs SGACX

21% FI Score
  • sgacx
  • Mutual Fund
  • Allocation
  • Total World

Virtus SGA Global Growth C Class

Expenses: 2.10% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ESSIX vs RYIUX

21% FI Score
  • ryiux
  • Mutual Fund
  • Alternative
  • Inverse

Rydex Inverse Russell 2000 2x Strategy Fund Class A

Expenses: 1.89% (Better than 0% of similar funds)

This is a bad choice for a Inverse Alternative fund. See why »

Compare ESSIX vs GITCX

21% FI Score
  • gitcx
  • Mutual Fund
  • Sector Equity
  • Technology

Goldman Sachs Technology Opportunities Fund Class C

Expenses: 2.10% (Better than 0% of similar funds)

This is a bad choice for a Technology Sector Equity fund. See why »

Compare ESSIX vs RSIVX

21% FI Score
  • rsivx
  • Mutual Fund
  • Bond
  • High Yield Bond

RiverPark Strategic Income Fund Retail Class

Expenses: 1.33% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare ESSIX vs RNCIX

21% FI Score
  • rncix
  • Mutual Fund
  • Allocation
  • All-In-One

RiverNorth Core Opportunity Fund Class I

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare ESSIX vs RYIRX

21% FI Score
  • ryirx
  • Mutual Fund
  • Alternative
  • Inverse

Rydex Inverse Russell 2000 2x Strategy Fund Class H

Expenses: 1.89% (Better than 0% of similar funds)

This is a bad choice for a Inverse Alternative fund. See why »

Compare ESSIX vs QBDSX

21% FI Score
  • qbdsx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Quantified Managed Income Fund Investor Class

Expenses: 1.42% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

Compare ESSIX vs BFOCX

21% FI Score
  • bfocx
  • Mutual Fund
  • Sector Equity
  • Technology

Berkshire Focus Fund

Expenses: 1.95% (Better than 0% of similar funds)

This is a bad choice for a Technology Sector Equity fund. See why »

Compare ESSIX vs PIOCX

21% FI Score
  • piocx
  • Mutual Fund
  • International Stocks
  • Large Growth

Putnam International Growth Fund Class C

Expenses: 2.25% (Better than 0% of similar funds)

This is a bad choice for a Large Growth International Stocks fund. See why »

Compare ESSIX vs PINWX

21% FI Score
  • pinwx
  • Mutual Fund
  • International Stocks
  • Large Growth

Putnam International Growth Fund Class B

Expenses: 2.12% (Better than 0% of similar funds)

This is a bad choice for a Large Growth International Stocks fund. See why »

Compare ESSIX vs WAESX

21% FI Score
  • waesx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

Wasatch Emerging Markets Select Fund Investor Class Shares

Expenses: 1.51% (Better than 0% of similar funds)

This is a bad choice for a Emerging Markets International Stocks fund. See why »

Compare ESSIX vs BCIIX

21% FI Score
  • bciix
  • Mutual Fund
  • International Stocks
  • Large Growth

Brown Capital Management International Equity Fund Investor Shares

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Large Growth International Stocks fund. See why »

Compare ESSIX vs BBGRX

21% FI Score
  • bbgrx
  • Mutual Fund
  • Allocation
  • Total World

BBH Global Core Select Fund Retail Class Shares

Expenses: 1.50% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ESSIX vs KBIWX

21% FI Score
  • kbiwx
  • Mutual Fund
  • Sector Equity
  • Industrials

KBI Global Investors Aquarius Fund Institutional Shares

Expenses: 1.10% (Better than 0% of similar funds)

This is a bad choice for a Industrials Sector Equity fund. See why »

Compare ESSIX vs TCSHX

21% FI Score
  • tcshx
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Multi-Asset Income Fund Class C

Expenses: 1.85% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare ESSIX vs MAHNX

21% FI Score
  • mahnx
  • Mutual Fund
  • Allocation
  • All-In-One

Litman Gregory Masters High Income Alternative Fund Investor Class

Expenses: 1.23% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare ESSIX vs FBPBX

21% FI Score
  • fbpbx
  • Mutual Fund
  • Allocation
  • All-In-One

FBP Appreciation & Income Opportunities Fund

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare ESSIX vs SEMRX

21% FI Score
  • semrx
  • Mutual Fund
  • Alternative
  • Short

Semper Short Duration Fund Investor Shares

Expenses: 0.85% (Better than 0% of similar funds)

This is a bad choice for a Short Alternative 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

© 2025   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