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 MRGBX

45% FI Score
  • mrgbx
  • Mutual Fund
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MFS Core Equity Fund Class B

Expenses: 1.73% (Better than 0% of similar funds)

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

Compare ESSIX vs PCODX

45% FI Score
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Pioneer Fund Class C

Expenses: 1.84% (Better than 0% of similar funds)

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

Compare ESSIX vs RFFC

45% FI Score
  • rffc
  • ETF
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  • Large Blend

RiverFront Dynamic US Flex-Cap ETF

Expenses: 0.52% (Better than 1% of similar funds)

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

Compare ESSIX vs RDCEX

45% FI Score
  • rdcex
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Columbia Disciplined Core Fund Class C

Expenses: 1.73% (Better than 0% of similar funds)

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

Compare ESSIX vs HILVX

45% FI Score
  • hilvx
  • Mutual Fund
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Harbor Large Cap Value Fund Investor Class

Expenses: 1.06% (Better than 0% of similar funds)

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

Compare ESSIX vs USGIX

45% FI Score
  • usgix
  • Mutual Fund
  • US Stocks
  • Large Blend

USAA Growth & Income Fund Adviser Shares

Expenses: 1.15% (Better than 0% of similar funds)

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

Compare ESSIX vs TFFYX

45% FI Score
  • tffyx
  • Mutual Fund
  • US Stocks
  • Large Blend

Touchstone Focused Fund Class Y

Expenses: 0.91% (Better than 0% of similar funds)

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

Compare ESSIX vs AMANX

44% FI Score
  • amanx
  • Mutual Fund
  • US Stocks
  • Large Blend

Amana Mutual Funds Trust Income Fund Investor

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

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

Compare ESSIX vs NSBCX

44% FI Score
  • nsbcx
  • Mutual Fund
  • US Stocks
  • Large Blend

Nuveen Santa Barbara Dividend Growth Fund Class C

Expenses: 1.71% (Better than 0% of similar funds)

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

Compare ESSIX vs PSPAX

44% FI Score
  • pspax
  • Mutual Fund
  • US Stocks
  • Large Blend

PIMCO StocksPLUS® Fund Class A

Expenses: 0.96% (Better than 0% of similar funds)

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

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