• mllax
• Mutual Fund
• Allocation
• Target-Date

MFS Lifetime Income Fund Class A

Expenses: 0.23% (Better than 1% of similar funds)

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

• omeax
• Mutual Fund
• US Stocks
• Small Blend

JPMorgan Market Expansion Enhanced Index Fund Class A

Expenses: 0.60% (Better than 1% of similar funds)

This is an OK choice for a Small Blend US Stocks fund. See why »

• focpx
• Mutual Fund
• US Stocks
• Large Growth

Fidelity® OTC Portfolio

Expenses: 0.88% (Better than 1% of similar funds)

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

• jmin
• ETF
• US Stocks
• Large Blend

JPMorgan U.S. Minimum Volatility ETF

Expenses: 0.12% (Better than 1% of similar funds)

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

• ebnd
• ETF
• Bond
• High Yield Bond

SPDR Bloomberg Barclays Emerging Markets Local Bond ETF

Expenses: 0.30% (Better than 1% of similar funds)

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

• lowc
• ETF
• Allocation
• Total World

SPDR MSCI ACWI Low Carbon Target ETF

Expenses: 0.20% (Better than 1% of similar funds)

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

• abhfx
• Mutual Fund
• Bond
• Municipal Bond

American High-Income Municipal Bond Fund® Class F-1

Expenses: 0.74% (Better than 1% of similar funds)

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

• trrux
• Mutual Fund
• Allocation
• Target-Date

T. Rowe Price Target 2020 Fund

Expenses: 0.14% (Better than 1% of similar funds)

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

• ftfqx
• Mutual Fund
• Bond
• Municipal Bond

Franklin California Tax Free Income Fund Class A

Expenses: 0.76% (Better than 0% of similar funds)

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

• pialx
• Mutual Fund
• Allocation
• Total World

Pioneer Solutions - Balanced Fund Class A

Expenses: 0.45% (Better than 1% of similar funds)

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

• stbcx
• Mutual Fund
• Bond
• High Yield Bond

Invesco Short Term Bond Fund Class C

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

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

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

Transamerica Asset Allocation Moderate Portfolio Class A

Expenses: 0.49% (Better than 1% of similar funds)

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

• sopyx
• Mutual Fund
• US Stocks
• Large Blend

ClearBridge Dividend Strategy Fund Class I

Expenses: 0.73% (Better than 1% of similar funds)

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

• mdhqx
• Mutual Fund
• Bond
• Total US Bond Market

BlackRock Total Return Fund Investor A Shares

Expenses: 0.78% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

• sgiix
• Mutual Fund
• Allocation
• Total World

First Eagle Global Fund Class I

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

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

• ieo
• ETF
• Sector Equity
• Energy

iShares U.S. Oil & Gas Exploration & Production ETF

Expenses: 0.42% (Better than 1% of similar funds)

This is an OK choice for a Energy Sector Equity fund. See why »

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

USAA Cornerstone Conservative Fund

Expenses: 0.10% (Better than 1% of similar funds)

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

• mgbix
• Mutual Fund
• Bond
• Total US Bond Market

AMG Managers Loomis Sayles Bond Fund Class I

Expenses: 0.52% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

• hcayx
• Mutual Fund
• US Stocks
• Large Blend

The Hartford Capital Appreciation Fund Class Y

Expenses: 0.74% (Better than 1% of similar funds)

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

• jvlix
• Mutual Fund
• US Stocks
• Large Value

John Hancock Funds Disciplined Value Fund Class I

Expenses: 0.81% (Better than 1% of similar funds)

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