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

Similar Funds

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

Compare ESSIX vs SPY

93% FI Score
  • spy
  • ETF
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SPDR S&P 500 ETF Trust

Expenses: 0.10% (Better than 1% of similar funds)

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

Compare ESSIX vs FZROX

93% FI Score
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Fidelity ZERO Total Market Index Fund

Expenses: 0.00% (Better than 1% of similar funds)

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

Compare ESSIX vs SCHX

92% FI Score
  • schx
  • ETF
  • US Stocks
  • Large Blend

Schwab U.S. Large-Cap ETF

Expenses: 0.03% (Better than 1% of similar funds)

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

Compare ESSIX vs NOSIX

92% FI Score
  • nosix
  • Mutual Fund
  • US Stocks
  • Large Blend

Northern Stock Index Fund

Expenses: 0.10% (Better than 1% of similar funds)

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

Compare ESSIX vs SCHB

92% FI Score
  • schb
  • ETF
  • US Stocks
  • Large Blend

Schwab U.S. Broad Market ETF

Expenses: 0.03% (Better than 1% of similar funds)

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

Compare ESSIX vs FCTDX

91% FI Score
  • fctdx
  • Mutual Fund
  • US Stocks
  • Large Blend

Strategic Advisers® Fidelity U.S. Total Stock Fund

Expenses: 0.17% (Better than 1% of similar funds)

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

Compare ESSIX vs VLACX

91% FI Score
  • vlacx
  • Mutual Fund
  • US Stocks
  • Large Blend

Vanguard Large Cap Index Fund Investor Shares

Expenses: 0.17% (Better than 1% of similar funds)

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

Compare ESSIX vs QUAL

90% FI Score
  • qual
  • ETF
  • US Stocks
  • Large Blend

iShares Edge MSCI USA Quality Factor ETF

Expenses: 0.15% (Better than 1% of similar funds)

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

Compare ESSIX vs PREIX

90% FI Score
  • preix
  • Mutual Fund
  • US Stocks
  • Large Blend

T. Rowe Price Equity Index 500 Fund

Expenses: 0.20% (Better than 1% of similar funds)

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

Compare ESSIX vs FCSAX

90% FI Score
  • fcsax
  • Mutual Fund
  • US Stocks
  • Large Blend

Strategic Advisers® Core Fund

Expenses: 0.20% (Better than 1% of similar funds)

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

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