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ESSIX Mutual Fund Price & Analysis

The Essential 40 Stock Fund - Class I (ticker: ESSIX) is a mutual fund that primarily invests in a carefully selected portfolio of 40 stocks. This fund aims to provide investors with a diversified and well-balanced investment option, with a focus on high-quality and essential companies across various industries. As a Class I fund, it may have a lower expense ratio and higher minimum investment requirements compared to other classes of the same fund. ESSIX is suitable for investors seeking long-term growth potential through a concentrated portfolio of essential stocks.

ESSIX Mutual Fund Chart & Stats

ESSIX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Eli Lilly And Company
3.41%
Meta Platforms, Inc.
3.23%
Oracle Corporation
3.00%
Costco Wholesale Corp.
3.00%
JPMorgan Chase & Co.
2.90%
Berkshire Hathaway B
2.87%
Chubb Ltd
2.79%
International Business Machines Corporation
2.79%
Palo Alto Networks
2.78%
Lockheed Martin
2.75%
Total29.51%

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