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 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 »

Compare ESSIX vs MITBX

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

MFS Massachusetts Investors Trust Class B

Expenses: 1.46% (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 MITCX

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

MFS Massachusetts Investors Trust Class C

Expenses: 1.46% (Better than 0% 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 OARLX

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

Oakmark Select Fund Service Class

Expenses: 1.24% (Better than 0% of similar funds)

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

Compare ESSIX vs MFRBX

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

MFS Research Fund Class B

Expenses: 1.54% (Better than 0% of similar funds)

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

Compare ESSIX vs SDVGX

47% FI Score
  • sdvgx
  • Mutual Fund
  • US Stocks
  • Large Blend

Sit Dividend Growth Fund Class I

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

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

Compare ESSIX vs AFDAX

47% FI Score
  • afdax
  • Mutual Fund
  • US Stocks
  • Large Blend

American Century Sustainable Equity Fund A Class

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

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

Compare ESSIX vs EVSTC

47% FI Score
  • evstc
  • ETF
  • US Stocks
  • Large Blend

Eaton Vance Stock NextShares

Expenses: 0.65% (Better than 1% of similar funds)

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

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