• jpsrx
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® Blend 2035 Fund Class I

Expenses: 0.35% (Better than 1% of similar funds)

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

• astex
• Mutual Fund
• Bond
• Municipal Bond

American Funds Short-Term Tax-Exempt Bond Fund® Class A

Expenses: 0.58% (Better than 1% of similar funds)

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

• olgax
• Mutual Fund
• US Stocks
• Large Growth

JPMorgan Large Cap Growth Fund Class A

Expenses: 0.93% (Better than 1% of similar funds)

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

• prgsx
• Mutual Fund
• Allocation
• Total World

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 »

• mdlmx
• Mutual Fund
• Bond
• Municipal Bond

BlackRock Short-Term Municipal Fund Investor A1 Shares

Expenses: 0.46% (Better than 1% of similar funds)

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

• vevfx
• Mutual Fund
• US Stocks
• Small Blend

Vanguard Explorer Value Fund Investor Shares

Expenses: 0.55% (Better than 1% of similar funds)

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

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

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 »

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

T. Rowe Price Spectrum Moderate Growth Allocation Fund

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

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

• lttax
• Mutual Fund
• Allocation
• Target-Date

MFS Lifetime 2025 Fund Class A

Expenses: 0.22% (Better than 1% of similar funds)

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

• ppeax
• Mutual Fund
• Allocation
• Target-Date

Principal LifeTime 2050 Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

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

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

Fidelity Asset Manager® 70% Fund

Expenses: 0.69% (Better than 1% of similar funds)

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

• eusa
• ETF
• US Stocks
• Large Blend

iShares MSCI USA Equal Weighted ETF

Expenses: 0.15% (Better than 1% of similar funds)

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

• dynf
• ETF
• US Stocks
• Large Blend

BlackRock U.S. Equity Factor Rotation ETF

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

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

• fhndx
• Mutual Fund
• Allocation
• Target-Date

Fidelity Freedom® Blend 2020 Fund Class K6

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

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

• gblex
• Mutual Fund
• Allocation
• Total World

American Funds Global Balanced Fund Class F-1

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

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

• sgcax
• Mutual Fund
• Bond
• Municipal Bond

Wells Fargo California Tax-Free Fund - Class Admin

Expenses: 0.55% (Better than 1% of similar funds)

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

• swntx
• Mutual Fund
• Bond
• Municipal Bond

Schwab Tax-Free Bond Fund™

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

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

• emaix
• Mutual Fund
• Bond
• Municipal Bond

Eaton Vance Short Duration Municipal Opportunities Fund Class I

Expenses: 0.51% (Better than 1% of similar funds)

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

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

JPMorgan Income Builder Fund Class A Shares

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

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

• mfaax
• Mutual Fund
• Bond
• Government Bond

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 »