Expense Ratio Rating
0 /10
Expense Rating
0 /10
Market Score
4 /10
Category Score
5 /10
Market Size
4 /10
We found 8,182 US Stocks Mid-Cap Value funds. Here they are ordered by FI Score.
BlackRock LifePath® Smart Beta 2025 Fund Investor A Shares
Expenses: 0.32% (Better than 1% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
Columbia Global Equity Value Fund Class A
Expenses: 1.13% (Better than 1% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
First Trust Developed Markets Ex-US AlphaDEX Fund
Expenses: 0.80% (Better than 1% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
Angel Oak Multi-Strategy Income Fund Class C
Expenses: 2.11% (Better than 0% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
Invesco Global Growth Fund Class A
Expenses: 1.22% (Better than 0% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
JPMorgan Opportunistic Equity Long/Short Fund Class I
Expenses: 1.99% (Better than 1% of similar funds)
This is a bad choice for a Short Alternatives fund. See why »
PIMCO RAE Worldwide Long/Short PLUS Fund Class C
Expenses: 2.34% (Better than 0% of similar funds)
This is a bad choice for a Short Alternatives fund. See why »
American Century Investments One Choice In Retirement Portfolio Investor Class
Expenses: 0.75% (Better than 0% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
JPMorgan SmartRetirement® 2025 Fund Class C
Expenses: 0.97% (Better than 0% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
Templeton Global Bond Fund Class C
Expenses: 1.25% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
JPMorgan Government Bond Fund Class C
Expenses: 1.36% (Better than 0% of similar funds)
This is a bad choice for a Government Bond Bond fund. See why »
Franklin Adjustable U.S. Government Securities Fund Class A1
Expenses: 0.79% (Better than 0% of similar funds)
This is a bad choice for a Government Bond Bond fund. See why »
iShares Evolved U.S. Consumer Staples ETF
Expenses: 0.18% (Better than 1% of similar funds)
This is a bad choice for a Consumer Defensive Sector Equity fund. See why »
Nuveen Tax-Advantaged Dividend Growth Fund
Expenses: 2.71% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
JPMorgan Realty Income Fund Class I
Expenses: 0.93% (Better than 1% of similar funds)
This is a bad choice for a Real Estate Alternatives fund. See why »
AQR International Equity Fund Class I
Expenses: 0.84% (Better than 1% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
Touchstone Ultra Short Duration Fixed Income Fund Class Y
Expenses: 0.44% (Better than 0% of similar funds)
This is a bad choice for a Short Alternative fund. See why »
Minafi - The intersection of FI, minimalism & mindfulness.
Don't miss out on new posts, courses, interactive articles and more!
Join & Get Your First Course Free© 2026 Adam Fortuna
Site Map