Expense Ratio Rating
1 /10
Expense Rating
0 /10
Market Score
7 /10
Category Score
5 /10
Market Size
7 /10
We found 9,682 Allocation Target-Date funds. Here they are ordered by FI Score.
Cohen & Steers Global Realty Shares, Inc. Class I
Expenses: 0.90% (Better than 1% of similar funds)
This is an OK choice for a Real Estate Sector Equity fund. See why »
Invesco S&P SmallCap High Dividend Low Volatility ETF
Expenses: 0.30% (Better than 1% of similar funds)
This is an OK choice for a Small Value US Stocks fund. See why »
First Trust Energy AlphaDEX Fund
Expenses: 0.65% (Better than 1% of similar funds)
This is an OK choice for a Energy Sector Equity fund. See why »
VanEck Vectors Morningstar Durable Dividend ETF
Expenses: 0.29% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
Wells Fargo California Tax-Free Fund - Class A
Expenses: 0.75% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
BNY Mellon Small/Mid Cap Growth Fund Class A
Expenses: 0.98% (Better than 1% of similar funds)
This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »
Xtrackers MSCI Emerging Markets Hedged Equity ETF
Expenses: 0.65% (Better than 1% of similar funds)
This is an OK choice for a Emerging Markets International Stocks fund. See why »
DoubleLine Flexible Income Fund Class I
Expenses: 0.69% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
BNY Mellon Appreciation Fund, Inc. - Investor Shares
Expenses: 0.89% (Better than 0% of similar funds)
This is an OK choice for a Large Blend US Stocks fund. See why »
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class F
Expenses: 0.93% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
American Century Equity Income Fund A Class
Expenses: 1.16% (Better than 0% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
Davis International Fund Class Y
Expenses: 0.71% (Better than 1% of similar funds)
This is an OK choice for a Large Blend International Stocks fund. See why »
Eaton Vance Atlanta Capital SMID-Cap Fund Class A
Expenses: 1.17% (Better than 0% of similar funds)
This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »
Eaton Vance Dividend Builder Fund Class I
Expenses: 0.76% (Better than 1% of similar funds)
This is an OK choice for a Large Blend US Stocks fund. See why »
iShares MSCI Israel Capped ETF
Expenses: 0.59% (Better than 0% of similar funds)
This is an OK choice for a Other Region International Stocks fund. See why »
Innovator MSCI Emerging Markets Power Buffer ETF - July
Expenses: 0.89% (Better than 1% of similar funds)
This is an OK choice for a Options-based Other fund. See why »
Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF
Expenses: 0.20% (Better than 1% of similar funds)
This is an OK choice for a Emerging Markets International Stocks fund. See why »
MainStay Epoch U.S. Equity Yield Fund Class I
Expenses: 0.83% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
PGIM QMA Strategic Alpha Small-Cap Growth ETF
Expenses: 0.29% (Better than 1% of similar funds)
This is an OK choice for a Small Growth US Stocks fund. See why »
Parametric TABS Intermediate-Term Municipal Bond Fund Class I
Expenses: 0.65% (Better than 1% 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