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 PFCDX

39% FI Score
  • pfcdx
  • Mutual Fund
  • US Stocks
  • Large Blend

Pacific Funds Large-Cap Advisor Class

Expenses: 0.67% (Better than 1% of similar funds)

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

Compare ESSIX vs SXPCX

39% FI Score
  • sxpcx
  • Mutual Fund
  • US Stocks
  • Large Blend

DWS 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 AFYCX

39% FI Score
  • afycx
  • Mutual Fund
  • US Stocks
  • Large Blend

AAM/Bahl & Gaynor Income Growth Fund Class C

Expenses: 1.83% (Better than 0% of similar funds)

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

Compare ESSIX vs WOGSX

39% FI Score
  • wogsx
  • Mutual Fund
  • US Stocks
  • Large Blend

White Oak Select Growth Fund

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

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

Compare ESSIX vs KNG

38% FI Score
  • kng
  • ETF
  • US Stocks
  • Large Blend

CBOE Vest S&P 500 Dividend Aristocrats Target Income Index ETF

Expenses: 0.75% (Better than 1% of similar funds)

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

Compare ESSIX vs NFAAX

38% FI Score
  • nfaax
  • Mutual Fund
  • US Stocks
  • Large Blend

Neuberger Berman Focus Fund Class A

Expenses: 1.11% (Better than 0% of similar funds)

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

Compare ESSIX vs GATCX

38% FI Score
  • gatcx
  • Mutual Fund
  • US Stocks
  • Large Blend

Gabelli Asset Fund Class C

Expenses: 2.11% (Better than 0% of similar funds)

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

Compare ESSIX vs MINVX

38% FI Score
  • minvx
  • Mutual Fund
  • US Stocks
  • Large Blend

Madison Investors Fund Class Y

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

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

Compare ESSIX vs NMUAX

38% FI Score
  • nmuax
  • Mutual Fund
  • US Stocks
  • Large Blend

Neuberger Berman Multi-Cap Opportunities Fund Class A

Expenses: 1.12% (Better than 0% of similar funds)

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

Compare ESSIX vs NBFCX

38% FI Score
  • nbfcx
  • Mutual Fund
  • US Stocks
  • Large Blend

Neuberger Berman Focus Fund Trust Class

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

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

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