• hrscx
• Mutual Fund
• US Stocks
• Small Growth

Carillon Eagle Small Cap Growth Fund Class A

Expenses: 1.08% (Better than 1% of similar funds)

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

• aambx
• Mutual Fund
• Bond
• Municipal Bond

Thrivent Municipal Bond 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 »

• tibax
• Mutual Fund
• Allocation
• Total World

Thornburg Investment Income Builder Fund Class A

Expenses: 1.13% (Better than 1% of similar funds)

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

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

Hartford Growth Allocation Fund Class A

Expenses: 0.54% (Better than 1% of similar funds)

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

• gtrnx
• Mutual Fund
• Alternatives
• Short

Gotham Total Return Fund Investor Class

Expenses: 0.25% (Better than 1% of similar funds)

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

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

BlackRock 20/80 Target Allocation Fund Investor A Shares

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

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

• dmuax
• Mutual Fund
• Bond
• Municipal Bond

BNY Mellon AMT-Free Municipal Bond 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 »

• trulx
• Mutual Fund
• US Stocks
• Large Blend

T. Rowe Price U.S. Large-Cap Core Fund

Expenses: 0.74% (Better than 1% of similar funds)

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

• fmy
• Mutual Fund
• Bond
• Total US Bond Market

First Trust Mortgage Income Fund

Expenses: 1.33% (Better than 0% of similar funds)

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

• scmgx
• Mutual Fund
• Allocation
• Total World

Sands Capital Global Growth Fund Institutional Shares

Expenses: 0.97% (Better than 1% of similar funds)

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

• nprtx
• Mutual Fund
• US Stocks
• Large Value

Neuberger Berman Large Cap Value Fund Investor Class

Expenses: 0.86% (Better than 1% of similar funds)

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

• hyem
• ETF
• Bond
• High Yield Bond

VanEck Vectors Emerging Markets High Yield Bond ETF

Expenses: 0.40% (Better than 1% of similar funds)

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

• frvlx
• Mutual Fund
• US Stocks
• Small Value

Franklin Small Cap Value Fund Class A

Expenses: 1.05% (Better than 1% of similar funds)

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

• bsmq
• ETF
• Bond
• Municipal Bond

Invesco BulletShares (R) 2026 Municipal Bond ETF

Expenses: 0.18% (Better than 1% of similar funds)

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

• vmpax
• Mutual Fund
• Bond
• Municipal Bond

Wells Fargo Strategic Municipal Bond Fund - Class A

Expenses: 0.80% (Better than 0% of similar funds)

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

• prjax
• Mutual Fund
• Allocation
• Total World

PGIM Jennison Global Opportunities Fund-Class A

Expenses: 1.08% (Better than 1% of similar funds)

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

• esg
• ETF
• US Stocks
• Large Blend

FlexShares STOXX US ESG Impact Index Fund

Expenses: 0.32% (Better than 1% of similar funds)

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

• fekfx
• Mutual Fund
• US Stocks
• Large Value

Fidelity® Equity-Income K6 Fund

Expenses: 0.34% (Better than 1% of similar funds)

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

• eigmx
• Mutual Fund
• Bond
• High Yield Bond

Eaton Vance Global Macro Absolute Return Fund Class I

Expenses: 0.75% (Better than 1% of similar funds)

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

• pctex
• Mutual Fund
• Bond
• Municipal Bond

Putnam California Tax Exempt Income Fund Class A

Expenses: 0.72% (Better than 1% of similar funds)

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