Expense Ratio Rating
2 /10
Expense Rating
1 /10
Market Score
4 /10
Category Score
5 /10
Market Size
4 /10
We found 9,682 Allocation Target-Date funds. Here they are ordered by FI Score.
Metropolitan West Ultra Short Bond Fund Class Institutional
Expenses: 0.34% (Better than 1% of similar funds)
This is a bad choice for a Short Alternative fund. See why »
Global X YieldCo & Renewable Energy Income ETF
Expenses: 0.65% (Better than 1% of similar funds)
This is a bad choice for a Utilities Sector Equity fund. See why »
MainStay CBRE Real Estate Fund Class I
Expenses: 0.91% (Better than 1% of similar funds)
This is a bad choice for a Real Estate Alternatives fund. See why »
Transamerica Capital Growth Fund Class C
Expenses: 1.93% (Better than 0% of similar funds)
This is a bad choice for a Large Growth US Stocks fund. See why »
American Funds Corporate Bond Fund Class F-1
Expenses: 0.97% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Morgan Stanley Institutional Fund Trust Core Plus Fixed Income Portfolio Class L
Expenses: 1.01% (Better than 0% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
Putnam California Tax Exempt Income Fund Class B
Expenses: 1.36% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
PIMCO California Short Duration Municipal Income Fund Class A
Expenses: 0.73% (Better than 1% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
Goldman Sachs International Tax-Managed Equity Fund Class A
Expenses: 1.25% (Better than 0% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
PIMCO CommoditiesPLUS® Strategy Fund Class C
Expenses: 1.98% (Better than 0% of similar funds)
This is a bad choice for a Broad Commodities fund. See why »
Columbia Connecticut Intermediate Municipal Bond Fund Class V
Expenses: 0.70% (Better than 1% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
BNY Mellon Income Stock Fund Investor shares
Expenses: 1.05% (Better than 0% of similar funds)
This is a bad choice for a Large Value US Stocks fund. See why »
Eaton Vance Floating-Rate Advantage Fund Class I
Expenses: 1.62% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
AMG FQ Long-Short Equity Fund Class N
Expenses: 1.28% (Better than 1% of similar funds)
This is a bad choice for a Short Alternatives fund. See why »
Virtus Ceredex Large-Cap Value Equity Fund Class A
Expenses: 1.24% (Better than 0% of similar funds)
This is a bad choice for a Large Value US Stocks fund. See why »
Invesco BulletShares 2027 High Yield Corporate Bond ETF
Expenses: 0.42% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Royce International Premier Fund Service Class
Expenses: 1.41% (Better than 0% of similar funds)
This is a bad choice for a Mid-Cap Growth International Stocks fund. See why »
RBC Microcap Value Fund Class I
Expenses: 1.07% (Better than 1% of similar funds)
This is a bad choice for a Small Value US Stocks fund. See why »
Mirae Asset Emerging Markets Great Consumer Fund Class A
Expenses: 1.43% (Better than 0% of similar funds)
This is a bad choice for a Emerging Markets International Stocks 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