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 HCMDX

25% FI Score
  • hcmdx
  • Mutual Fund
  • US Stocks
  • Large Blend

HCM Tactical Growth Fund Investor Class

Expenses: 2.48% (Better than 0% of similar funds)

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

Compare ESSIX vs RYSOX

25% FI Score
  • rysox
  • Mutual Fund
  • US Stocks
  • Large Blend

Rydex S&P 500 Fund Class A

Expenses: 1.67% (Better than 0% of similar funds)

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

Compare ESSIX vs FPCGX

25% FI Score
  • fpcgx
  • Mutual Fund
  • US Stocks
  • Large Blend

Fort Pitt Capital Total Return Fund

Expenses: 1.24% (Better than 0% of similar funds)

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

Compare ESSIX vs MOATX

25% FI Score
  • moatx
  • Mutual Fund
  • US Stocks
  • Large Blend

Castle Focus Fund Class Investor

Expenses: 1.34% (Better than 0% of similar funds)

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

Compare ESSIX vs PWBCX

25% FI Score
  • pwbcx
  • Mutual Fund
  • US Stocks
  • Large Blend

Virtus Rampart Sector Trend Fund Class C

Expenses: 1.75% (Better than 0% of similar funds)

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

Compare ESSIX vs JHJAX

25% FI Score
  • jhjax
  • Mutual Fund
  • US Stocks
  • Large Blend

John Hancock ESG Large Cap Core Fund Class A

Expenses: 1.18% (Better than 0% of similar funds)

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

Compare ESSIX vs CDIVX

25% FI Score
  • cdivx
  • Mutual Fund
  • US Stocks
  • Large Blend

Copeland Risk Managed Dividend Growth Fund Class I Shares

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 NECOX

25% FI Score
  • necox
  • Mutual Fund
  • US Stocks
  • Large Blend

Natixis Funds Trust II Oakmark Fund Class C

Expenses: 1.92% (Better than 0% of similar funds)

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

Compare ESSIX vs KNGLX

25% FI Score
  • knglx
  • Mutual Fund
  • US Stocks
  • Large Blend

CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Investor Class

Expenses: 1.21% (Better than 0% of similar funds)

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

Compare ESSIX vs RYSPX

25% FI Score
  • ryspx
  • Mutual Fund
  • US Stocks
  • Large Blend

Rydex S&P 500 Fund Class H

Expenses: 1.66% (Better than 0% of similar funds)

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

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