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 MLVGX

34% FI Score
  • mlvgx
  • Mutual Fund
  • US Stocks
  • Large Blend

MFS Low Volatility Equity Fund Class C

Expenses: 1.64% (Better than 0% of similar funds)

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

Compare ESSIX vs JICAX

34% FI Score
  • jicax
  • Mutual Fund
  • US Stocks
  • Large Blend

JPMorgan Intrepid Sustainable Equity Fund Class A Shares

Expenses: 0.83% (Better than 1% of similar funds)

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

Compare ESSIX vs WSEFX

34% FI Score
  • wsefx
  • Mutual Fund
  • US Stocks
  • Large Blend

Walden Equity 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 MXXVX

34% FI Score
  • mxxvx
  • Mutual Fund
  • US Stocks
  • Large Blend

Matthew 25 Fund

Expenses: 1.08% (Better than 0% of similar funds)

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

Compare ESSIX vs MLVBX

34% FI Score
  • mlvbx
  • Mutual Fund
  • US Stocks
  • Large Blend

MFS Low Volatility Equity Fund Class B

Expenses: 1.64% (Better than 0% of similar funds)

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

Compare ESSIX vs GCAEX

34% FI Score
  • gcaex
  • Mutual Fund
  • US Stocks
  • Large Blend

Gabelli Equity Income Fund Class A

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 GABEX

34% FI Score
  • gabex
  • Mutual Fund
  • US Stocks
  • Large Blend

Gabelli Equity Income Fund Class AAA

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 PTMCX

34% FI Score
  • ptmcx
  • Mutual Fund
  • US Stocks
  • Large Blend

PGIM QMA Large-Cap Core Equity Fund- Class C

Expenses: 1.47% (Better than 0% of similar funds)

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

Compare ESSIX vs BOPCX

34% FI Score
  • bopcx
  • Mutual Fund
  • US Stocks
  • Large Blend

Sterling Capital Special Opportunities Fund Class C

Expenses: 1.86% (Better than 0% of similar funds)

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

Compare ESSIX vs MMPCX

34% FI Score
  • mmpcx
  • Mutual Fund
  • US Stocks
  • Large Blend

MainStay MAP Equity Fund Class C

Expenses: 2.07% (Better than 0% of similar funds)

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

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