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 JUECX

52% FI Score
  • juecx
  • Mutual Fund
  • US Stocks
  • Large Blend

JPMorgan U.S. Equity Fund Class C

Expenses: 1.44% (Better than 0% of similar funds)

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

Compare ESSIX vs XDIV

51% FI Score
  • xdiv
  • ETF
  • US Stocks
  • Large Blend

Metaurus U.S. Equity Ex-Dividend Fund-Series 2027

Expenses: 0.58% (Better than 1% of similar funds)

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

Compare ESSIX vs AMINX

51% FI Score
  • aminx
  • Mutual Fund
  • US Stocks
  • Large Blend

Amana Mutual Funds Trust Income Fund Institutional

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

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

Compare ESSIX vs LAMAX

51% FI Score
  • lamax
  • Mutual Fund
  • US Stocks
  • Large Blend

Lord Abbett Dividend Growth Fund Class A

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

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

Compare ESSIX vs PIOTX

51% FI Score
  • piotx
  • Mutual Fund
  • US Stocks
  • Large Blend

Pioneer Core Equity Fund Class A

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

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

Compare ESSIX vs FRDTX

51% FI Score
  • frdtx
  • Mutual Fund
  • US Stocks
  • Large Blend

Franklin Rising Dividends Fund Class C

Expenses: 1.62% (Better than 0% of similar funds)

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

Compare ESSIX vs OAKLX

51% FI Score
  • oaklx
  • Mutual Fund
  • US Stocks
  • Large Blend

Oakmark Select Fund Investor Class

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

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

Compare ESSIX vs OEICX

51% FI Score
  • oeicx
  • Mutual Fund
  • US Stocks
  • Large Blend

JPMorgan Equity Index Fund Class C

Expenses: 1.05% (Better than 0% of similar funds)

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

Compare ESSIX vs DUSA

51% FI Score
  • dusa
  • ETF
  • US Stocks
  • Large Blend

Davis Select U.S. Equity ETF

Expenses: 0.63% (Better than 1% of similar funds)

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

Compare ESSIX vs MIGCX

50% FI Score
  • migcx
  • Mutual Fund
  • US Stocks
  • Large Blend

Invesco Oppenheimer Main Street Fund Class C

Expenses: 1.62% (Better than 0% of similar funds)

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

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