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

Principal Strategic Asset Management Conservative Growth Fund Class A

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

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

• sgcax
• Mutual Fund
• Bond
• Municipal Bond

Wells Fargo California Tax-Free Fund - Class Admin

Expenses: 0.55% (Better than 1% of similar funds)

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

• sidrx
• Mutual Fund
• International Stocks
• Large Value

Hartford Schroders International Multi-Cap Value Fund Class SDR

Expenses: 0.76% (Better than 1% of similar funds)

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

• spvu
• ETF
• US Stocks
• Large Value

Invesco S&P 500 Enhanced Value ETF

Expenses: 0.13% (Better than 1% of similar funds)

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

• srwax
• Mutual Fund
• Allocation
• Total World

SEI Asset Allocation Trust Market Growth Strategy Fund Class F

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

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

• ssgax
• Mutual Fund
• Allocation
• Total World

SEI Asset Allocation Trust Aggressive Strategy Fund Class F

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

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

• susyx
• Mutual Fund
• US Stocks
• Large Value

SEI Institutional Managed Trust U.S. Managed Volatility Fund Class Y

Expenses: 0.68% (Better than 1% of similar funds)

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

• stryx
• Mutual Fund
• Bond
• Total US Bond Market

Pioneer Strategic Income Fund Class Y

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

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

• tepfx
• Mutual Fund
• Bond
• Municipal Bond

American Funds Tax-Exempt Preservation Portfolio Class F-1

Expenses: 0.41% (Better than 1% of similar funds)

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

• tswix
• Mutual Fund
• International Stocks
• Large Value

Transamerica International Equity I

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

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

• twwox
• Mutual Fund
• Bond
• Municipal Bond

American Century Intermediate Term Tax-Free Bond 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 »

• ubvlx
• Mutual Fund
• US Stocks
• Small Value

Undiscovered Managers Behavioral Value Fund Class L

Expenses: 0.90% (Better than 1% of similar funds)

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

• usisx
• Mutual Fund
• US Stocks
• Large Value

USAA Income Stock Fund

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

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

• vevfx
• Mutual Fund
• US Stocks
• Small Blend

Vanguard Explorer Value Fund Investor Shares

Expenses: 0.55% (Better than 1% of similar funds)

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

• watix
• Mutual Fund
• Bond
• Total US Bond Market

Western Asset Intermediate Bond Fund Class I

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

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

• wdiv
• ETF
• Allocation
• Total World

SPDR S&P Global Dividend ETF

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

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

• jgasx
• Mutual Fund
• US Stocks
• Large Growth

JPMorgan Growth Advantage Fund Class I

Expenses: 0.89% (Better than 1% of similar funds)

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

• jisix
• Mutual Fund
• International Stocks
• Large Blend

JPMorgan International Advantage Fund Class I

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

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

• btmsx
• Mutual Fund
• Bond
• Municipal Bond

Baird Short-Term Municipal Bond Fund Investor Class

Expenses: 0.55% (Better than 1% of similar funds)

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

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

Baron WealthBuilder Fund Institutional Shares

Expenses: 0.07% (Better than 1% of similar funds)

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