• pgemx
• Mutual Fund
• Allocation
• All-In-One

George Putnam Balanced Fund Class M

Expenses: 1.48% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

• nbrfx
• Mutual Fund
• Alternatives
• Real Estate

Neuberger Berman Real Estate Fund Trust Class

Expenses: 1.04% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why »

• bdffx
• Mutual Fund
• US Stocks
• Small Growth

Baron Discovery Fund Retail Shares

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

• mdhax
• Mutual Fund
• Bond
• High Yield Bond

MainStay MacKay Short Duration High Yield Fund Class A

Expenses: 1.04% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

• peqbx
• Mutual Fund
• Allocation
• Total World

Putnam Global Equity Fund Class B

Expenses: 1.90% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

• pdgax
• Mutual Fund
• Allocation
• Target-Date

PIMCO RealPath Blend 2035 Fund Class A

Expenses: 0.56% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

• pctcx
• Mutual Fund
• Bond
• Municipal Bond

Putnam California Tax Exempt Income Fund Class C

Expenses: 1.51% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

• pcfex
• Mutual Fund
• US Stocks
• Small Value

PIMCO RAE PLUS Small Fund Class C

Expenses: 2.03% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

• jped
• ETF
• Alternatives
• Short

JPMorgan Event Driven ETF

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Short Alternatives fund. See why »

• jsmvx
• Mutual Fund
• US Stocks
• Mid-Cap Growth

Jackson Square SMID-Cap Growth Fund Investor Class

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why »

• shscx
• Mutual Fund
• Sector Equity
• Healthcare

BlackRock Health Sciences Opportunities Portfolio Investor C Shares

Expenses: 1.85% (Better than 0% of similar funds)

This is a bad choice for a Healthcare Sector Equity fund. See why »

• gfin
• ETF
• Sector Equity
• Financial Services

Goldman Sachs Finance Reimagined ETF

Expenses: 0.50% (Better than 1% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why »

• lfeix
• Mutual Fund
• US Stocks
• Large Value

Federated Equity Income Fund, Inc. Class F Shares

Expenses: 1.38% (Better than 0% of similar funds)

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

• lmffx
• Mutual Fund
• Bond
• Municipal Bond

Federated Municipal Bond Fund Class F Shares

Expenses: 0.83% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

• bfthx
• Mutual Fund
• US Stocks
• Large Growth

Baron Fifth Avenue Growth Fund Retail Class

Expenses: 1.00% (Better than 1% of similar funds)

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

• dbldx
• Mutual Fund
• Bond
• Government Bond

DoubleLine Long Duration Total Return Bond Fund Class I

Expenses: 0.65% (Better than 1% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

• lowix
• Mutual Fund
• Allocation
• All-In-One

Ladenburg Growth & Income Fund Class I

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

• pkb
• ETF
• Sector Equity
• Consumer Cyclicals

Invesco Dynamic Building & Construction ETF

Expenses: 0.60% (Better than 0% of similar funds)

This is a bad choice for a Consumer Cyclicals Sector Equity fund. See why »

• dcf
• Mutual Fund
• Bond
• High Yield Bond

BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.

Expenses: 2.99% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

• eirrx
• Mutual Fund
• Bond
• Government Bond

Eaton Vance Short Duration Inflation-Protected Income Fund Class I

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »