Expense Ratio Rating
8 /10
Expense Rating
1 /10
Market Score
0 /10
Category Score
5 /10
Market Size
0 /10
We found 8,203 US Stocks Small Value funds. Here they are ordered by FI Score.
PIMCO Senior Floating Rate Fund Class A
Expenses: 1.05% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
JPMorgan High Yield Municipal Fund Class C Shares
Expenses: 1.14% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
Putnam Tax-Free High Yield Fund Class C
Expenses: 1.61% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund Class F
Expenses: 1.52% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
PIMCO Dividend and Income Fund Class A
Expenses: 1.30% (Better than 0% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
Western Asset Global High Yield Bond Fund Class I
Expenses: 0.89% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Global X MSCI China Industrials ETF
Expenses: 0.66% (Better than 1% of similar funds)
This is a bad choice for a China Stock International Stocks fund. See why »
McKee International Equity Fund Class Institutional
Expenses: 1.05% (Better than 0% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
Wells Fargo Moderate Balanced Fund - Class Admin
Expenses: 0.87% (Better than 1% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Invesco Peak Retirement 2050 Fund Class A
Expenses: 0.44% (Better than 0% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
VelocityShares 3x Long Natural Gas ETN Linked to the S&P GSCI Natural Gas Index ER
Expenses: 1.65% (Better than 0% of similar funds)
This is a bad choice for a Focused Commodities fund. See why »
Grandeur Peak Emerging Markets Opportunities Fund Investor Class
Expenses: 1.76% (Better than 0% of similar funds)
This is a bad choice for a Emerging Markets International Stocks fund. See why »
Delaware Tax-Free New York Fund Class A
Expenses: 0.80% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
Wilmington Intermediate-Term Bond Fund Class A
Expenses: 0.80% (Better than 0% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
Eaton Vance Balanced Fund Class C
Expenses: 1.73% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Pacific Funds Floating Rate Income Fund Class C
Expenses: 1.71% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Fidelity Managed Retirement Income Fund
Expenses: 0.46% (Better than 0% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
Invesco Long/Short Equity Fund Class A
Expenses: 1.58% (Better than 1% of similar funds)
This is a bad choice for a Short Alternatives fund. See why »
First Trust Emerging Markets Equity Select ETF
Expenses: 0.75% (Better than 1% 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