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 MCSPX

31% FI Score
  • mcspx
  • Mutual Fund
  • US Stocks
  • Large Blend

BlackRock Advantage U.S. Total Market Fund, Inc.Investor C Shares

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 TOCQX

31% FI Score
  • tocqx
  • Mutual Fund
  • US Stocks
  • Large Blend

Tocqueville Fund

Expenses: 1.25% (Better than 0% of similar funds)

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

Compare ESSIX vs NEFOX

31% FI Score
  • nefox
  • Mutual Fund
  • US Stocks
  • Large Blend

Natixis Funds Trust II Oakmark Fund Class A

Expenses: 1.17% (Better than 0% of similar funds)

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

Compare ESSIX vs TVCFX

31% FI Score
  • tvcfx
  • Mutual Fund
  • US Stocks
  • Large Blend

Thornburg Value Fund Class C

Expenses: 2.19% (Better than 0% of similar funds)

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

Compare ESSIX vs BIADX

31% FI Score
  • biadx
  • Mutual Fund
  • US Stocks
  • Large Blend

Brown Advisory Equity Income Fund Investor Shares

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 RCOCX

31% FI Score
  • rcocx
  • Mutual Fund
  • US Stocks
  • Large Blend

Victory RS Large Cap Alpha 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 »

Compare ESSIX vs STEFX

31% FI Score
  • stefx
  • Mutual Fund
  • US Stocks
  • Large Blend

Stralem Equity 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 JHJIX

31% FI Score
  • jhjix
  • Mutual Fund
  • US Stocks
  • Large Blend

John Hancock ESG Large Cap Core Fund Class I

Expenses: 0.93% (Better than 0% of similar funds)

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

Compare ESSIX vs GCCEX

30% FI Score
  • gccex
  • Mutual Fund
  • US Stocks
  • Large Blend

Gabelli Equity Income Fund Class C

Expenses: 2.20% (Better than 0% of similar funds)

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

Compare ESSIX vs MUHLX

30% FI Score
  • muhlx
  • Mutual Fund
  • US Stocks
  • Large Blend

Muhlenkamp Fund

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

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

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