Expense Ratio Rating
8 /10
Expense Rating
3 /10
Market Score
10 /10
Category Score
8 /10
Market Size
10 /10
We found 8,043 US Stocks Large Value funds. Here they are ordered by FI Score.
BlackRock Balanced Capital Fund Institutional Shares
Expenses: 0.53% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
American Funds 2060 Target Date Retirement Fund® Class F-1
Expenses: 0.39% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
Fidelity Freedom® 2050 Fund Class K6
Expenses: 0.49% (Better than 0% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
iShares Edge U.S. Fixed Income Balanced Risk ETF
Expenses: 0.25% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
Invesco S&P 500 Equal Weight Health Care ETF
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a Healthcare Sector Equity fund. See why »
Principal Strategic Asset Management Conservative Growth Fund Class A
Expenses: 0.63% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
DWS Intermediate Tax-Free Fund - Class Inst
Expenses: 0.53% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
VanEck Vectors AMT-Free Long Municipal Index ETF
Expenses: 0.24% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
SPDR Bloomberg Barclays International Treasury Bond ETF
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
Janus Henderson Global Allocation Fund - Conservative Class T
Expenses: 0.37% (Better than 1% of similar funds)
This is an OK choice for a Total World Allocation fund. See why »
WisdomTree Japan Hedged Equity Fund
Expenses: 0.48% (Better than 1% of similar funds)
This is an OK choice for a Japan Stock International Stocks fund. See why »
Xtrackers Municipal Infrastructure Revenue Bond ETF
Expenses: 0.15% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
T. Rowe Price Global Stock Fund
Expenses: 0.82% (Better than 1% of similar funds)
This is an OK choice for a Total World Allocation fund. See why »
T. Rowe Price Target 2035 Fund
Expenses: 0.18% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
Lord Abbett Ultra Short Bond Fund Class A
Expenses: 0.41% (Better than 0% of similar funds)
This is an OK choice for a Short Alternative fund. See why »
Fidelity MSCI Utilities Index ETF
Expenses: 0.08% (Better than 1% of similar funds)
This is an OK choice for a Utilities Sector Equity fund. See why »
Lord Abbett Core Fixed Income Fund Class A
Expenses: 0.64% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
T. Rowe Price Real Assets Fund
Expenses: 0.81% (Better than 1% of similar funds)
This is an OK choice for a Total World Allocation fund. See why »
American Funds Mortgage Fund® Class A
Expenses: 0.69% (Better than 1% of similar funds)
This is an OK choice for a Government Bond Bond fund. See why »
Franklin Federal Tax Free Income Fund Class A
Expenses: 0.78% (Better than 0% of similar funds)
This is an OK choice for a Municipal Bond Bond 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© 2025 Adam Fortuna
Site Map