• msccx
• Mutual Fund
• Bond
• Municipal Bond

MainStay MacKay California Tax Free Opportunities Fund Class C

Expenses: 1.02% (Better than 0% of similar funds)

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

• ppvcx
• Mutual Fund
• Bond
• High Yield Bond

American Funds Preservation Portfolio Class C

Expenses: 1.11% (Better than 0% of similar funds)

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

• mrcgx
• Mutual Fund
• US Stocks
• Small Growth

Meridian Growth Fund® Class C

Expenses: 1.87% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

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

Putnam Dynamic Asset Allocation Balanced Fund Class C

Expenses: 1.72% (Better than 0% of similar funds)

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

• crarx
• Mutual Fund
• Alternatives
• Real Estate

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 »

• sviix
• Mutual Fund
• US Stocks
• Large Value

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 »

• ectgx
• Mutual Fund
• US Stocks
• Large Growth

Eaton Vance Tax-Managed Growth 1.1 Fund Class C

Expenses: 1.55% (Better than 0% of similar funds)

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

• msiox
• Mutual Fund
• Bond
• Total US Bond Market

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 »

• pctbx
• Mutual Fund
• Bond
• Municipal Bond

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 »

• pcdax
• Mutual Fund
• Bond
• Municipal Bond

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 »

• iofcx
• Mutual Fund
• Bond
• Total US Bond Market

AlphaCentric Income Opportunities Fund Class C

Expenses: 2.50% (Better than 0% of similar funds)

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

• ipay
• ETF
• Allocation
• Other

ETFMG Prime Mobile Payments ETF

Expenses: 0.75% (Better than 0% of similar funds)

This is a bad choice for a Other Allocation fund. See why »

• bsjr
• ETF
• Bond
• High Yield Bond

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 »

• pcpcx
• Mutual Fund
• Commodities
• Broad

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 »

• rspyx
• Mutual Fund
• US Stocks
• Small Blend

Victory RS Partners Fund Class Y

Expenses: 1.12% (Better than 1% of similar funds)

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

• miisx
• Mutual Fund
• US Stocks
• Large Value

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 »

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

Madison Moderate Allocation Fund Class A

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

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

• tcwax
• Mutual Fund
• International Stocks
• China Stock

Templeton China World Fund Class A

Expenses: 1.83% (Better than 0% of similar funds)

This is a bad choice for a China Stock International Stocks fund. See why »

• rnsc
• ETF
• US Stocks
• Small Blend

First Trust Small Cap US Equity Select ETF

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

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

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

Federated Kaufmann Fund Class C Shares

Expenses: 2.45% (Better than 0% of similar funds)

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