• sgiix
• Mutual Fund
• Allocation
• Total World

First Eagle Global Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

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

• ptdax
• Mutual Fund
• Allocation
• Target-Date

Principal LifeTime 2040 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 »

• hqiyx
• Mutual Fund
• US Stocks
• Large Value

The Hartford Equity Income Fund Class Y

Expenses: 0.71% (Better than 1% of similar funds)

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

• flql
• ETF
• US Stocks
• Large Blend

Franklin LibertyQ U.S. Equity ETF

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

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

• hfmtx
• Mutual Fund
• US Stocks
• Mid-Cap Growth

The Hartford MidCap Fund Class R5

Expenses: 0.84% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »

• flcsx
• Mutual Fund
• US Stocks
• Large Blend

Fidelity® Large Cap Stock Fund

Expenses: 0.62% (Better than 1% of similar funds)

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

• aibax
• Mutual Fund
• Bond
• High Yield Bond

American Funds Intermediate Bond Fund of America® Class A

Expenses: 0.63% (Better than 1% of similar funds)

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

• lisax
• Mutual Fund
• Bond
• Municipal Bond

Lord Abbett Intermediate Tax Free Fund Class A

Expenses: 0.70% (Better than 1% of similar funds)

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

• omeax
• Mutual Fund
• US Stocks
• Small Blend

JPMorgan Market Expansion Enhanced Index Fund Class A

Expenses: 0.60% (Better than 1% of similar funds)

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

• lceax
• Mutual Fund
• US Stocks
• Large Value

Invesco Diversified Dividend Fund Class A

Expenses: 0.81% (Better than 1% of similar funds)

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

• mgbix
• Mutual Fund
• Bond
• Total US Bond Market

AMG Managers Loomis Sayles Bond Fund Class I

Expenses: 0.52% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

• ftfqx
• Mutual Fund
• Bond
• Municipal Bond

Franklin California Tax Free Income Fund Class A

Expenses: 0.76% (Better than 0% of similar funds)

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

• rwj
• ETF
• US Stocks
• Small Value

Invesco S&P SmallCap 600 Revenue ETF

Expenses: 0.39% (Better than 1% of similar funds)

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

• pialx
• Mutual Fund
• Allocation
• Total World

Pioneer Solutions - Balanced Fund Class A

Expenses: 0.45% (Better than 1% of similar funds)

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

• fshix
• Mutual Fund
• Bond
• Municipal Bond

Federated Short-Intermediate Duration Municipal Trust Institutional Shares

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

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

• sopyx
• Mutual Fund
• US Stocks
• Large Blend

ClearBridge Dividend Strategy Fund Class I

Expenses: 0.73% (Better than 1% of similar funds)

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

• fhldx
• Mutual Fund
• Allocation
• Target-Date

Fidelity Freedom® Blend 2025 Fund Class K6

Expenses: 0.31% (Better than 1% of similar funds)

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

• mint
• ETF
• Alternative
• Short

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Expenses: 0.36% (Better than 1% of similar funds)

This is an OK choice for a Short Alternative fund. See why »

• rem
• ETF
• Alternatives
• Real Estate

iShares Mortgage Real Estate Capped ETF

Expenses: 0.48% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why »

• mntrx
• Mutual Fund
• Bond
• Total US Bond Market

Wells Fargo Core Bond Fund - Class Admin

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »