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 LCCCX

49% FI Score
  • lcccx
  • Mutual Fund
  • US Stocks
  • Large Blend

Columbia Contrarian 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 ESSIX vs SPXV

49% FI Score
  • spxv
  • ETF
  • US Stocks
  • Large Blend

ProShares S&P 500 ex-Health Care ETF

Expenses: 0.27% (Better than 1% of similar funds)

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

Compare ESSIX vs PLICX

49% FI Score
  • plicx
  • Mutual Fund
  • US Stocks
  • Large Blend

Principal LargeCap S&P 500 Index Fund Class C

Expenses: 1.30% (Better than 0% of similar funds)

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

Compare ESSIX vs CHTRX

49% FI Score
  • chtrx
  • Mutual Fund
  • US Stocks
  • Large Blend

Invesco Charter Fund Class A

Expenses: 1.07% (Better than 0% of similar funds)

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

Compare ESSIX vs MUBFX

49% FI Score
  • mubfx
  • Mutual Fund
  • US Stocks
  • Large Blend

MainStay MAP Equity Fund Class I

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

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

Compare ESSIX vs RWLS

49% FI Score
  • rwls
  • ETF
  • US Stocks
  • Large Blend

Direxion Russell Large Over Small Cap ETF

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

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

Compare ESSIX vs PIORX

48% FI Score
  • piorx
  • Mutual Fund
  • US Stocks
  • Large Blend

Pioneer Fund Class R

Expenses: 1.45% (Better than 0% of similar funds)

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

Compare ESSIX vs MFRCX

48% FI Score
  • mfrcx
  • Mutual Fund
  • US Stocks
  • Large Blend

MFS Research Fund Class C

Expenses: 1.55% (Better than 0% of similar funds)

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

Compare ESSIX vs MDSPX

48% FI Score
  • mdspx
  • Mutual Fund
  • US Stocks
  • Large Blend

BlackRock Advantage U.S. Total Market Fund, Inc.Investor A Shares

Expenses: 0.73% (Better than 1% of similar funds)

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

Compare ESSIX vs NYVCX

48% FI Score
  • nyvcx
  • Mutual Fund
  • US Stocks
  • Large Blend

Davis New York Venture Fund Class C

Expenses: 1.68% (Better than 0% of similar funds)

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

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