Essential 40 Stock Fund Class I (ESSIX) is a Large Blend fund with $53.11 Million in assets. The fund allocates 28.86% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is ELI LILLY CO at 3.10% of total assets. This is followed by META PLATFORMS-A (3.08%) and ALPHABET INC-A (2.94%).