• msifx
• Mutual Fund
• Bond
• High Yield Bond

BMO Short Term Income Advisor Fund Class I

Expenses: 0.35% (Better than 1% of similar funds)

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

• mtfix
• Mutual Fund
• Bond
• Municipal Bond

BMO Short Tax-Free Fund Class I

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

This is an OK choice for a Municipal 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 »

• phdg
• ETF
• Alternatives
• Short

Invesco S&P 500 Downside Hedged ETF

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

This is an OK choice for a Short Alternatives 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 »

• nsmmx
• Mutual Fund
• Bond
• Municipal Bond

Columbia Short Term Municipal Bond Fund Class A

Expenses: 0.66% (Better than 1% of similar funds)

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

• nudm
• ETF
• International Stocks
• Large Blend

Nuveen ESG International Developed Markets Equity ETF

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

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

• nure
• ETF
• Alternatives
• Real Estate

Nuveen Short-Term REIT ETF

Expenses: 0.35% (Better than 1% of similar funds)

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

• tdeix
• Mutual Fund
• US Stocks
• Large Growth

Transamerica US Growth Class I

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

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

• temfx
• Mutual Fund
• International Stocks
• Large Value

Templeton Foreign Fund Class A

Expenses: 1.08% (Better than 0% of similar funds)

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