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 EVSTX

37% FI Score
  • evstx
  • Mutual Fund
  • US Stocks
  • Large Blend

Wells Fargo Disciplined U.S. Core Fund - Class C

Expenses: 1.59% (Better than 0% of similar funds)

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

Compare ESSIX vs JEQIX

37% FI Score
  • jeqix
  • Mutual Fund
  • US Stocks
  • Large Blend

Johnson Equity Income Fund

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

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

Compare ESSIX vs LZUSX

37% FI Score
  • lzusx
  • Mutual Fund
  • US Stocks
  • Large Blend

Lazard US Equity Focus Portfolio Institutional Shares

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 UTRN

37% FI Score
  • utrn
  • ETF
  • US Stocks
  • Large Blend

Vesper U.S. Large Cap Short-Term Reversal Strategy 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 QGIAX

37% FI Score
  • qgiax
  • Mutual Fund
  • US Stocks
  • Large Blend

Pear Tree Quality Fund Institutional Shares

Expenses: 0.87% (Better than 0% of similar funds)

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

Compare ESSIX vs FEVCX

37% FI Score
  • fevcx
  • Mutual Fund
  • US Stocks
  • Large Blend

First Eagle U.S. Value Fund Class C

Expenses: 1.87% (Better than 0% of similar funds)

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

Compare ESSIX vs PSPCX

37% FI Score
  • pspcx
  • Mutual Fund
  • US Stocks
  • Large Blend

PIMCO StocksPLUS® Fund Class C

Expenses: 1.48% (Better than 0% of similar funds)

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

Compare ESSIX vs AMFEX

37% FI Score
  • amfex
  • Mutual Fund
  • US Stocks
  • Large Blend

AAMA Equity Fund

Expenses: 0.99% (Better than 0% of similar funds)

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

Compare ESSIX vs WOMN

37% FI Score
  • womn
  • ETF
  • US Stocks
  • Large Blend

Impact Shares YWCA Women's Empowerment 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 GSUSX

36% FI Score
  • gsusx
  • Mutual Fund
  • US Stocks
  • Large Blend

Goldman Sachs U.S. Equity Insights Fund Class C

Expenses: 1.69% (Better than 0% of similar funds)

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

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