• caapx
• Mutual Fund
• US Stocks
• Mid-Cap Value

Ariel Appreciation Fund Investor Class

Expenses: 1.14% (Better than 0% of similar funds)

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

• jogex
• Mutual Fund
• Allocation
• Total World

JOHCM Global Equity Fund Class I

Expenses: 1.16% (Better than 0% of similar funds)

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

• hpf
• Mutual Fund
• Other
• Preferred Stock

John Hancock Preferred Income Fund II

Expenses: 2.98% (Better than 0% of similar funds)

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

• spvzx
• Mutual Fund
• US Stocks
• Mid-Cap Value

PGIM QMA Mid-Cap Value Fund- Class Z

Expenses: 0.84% (Better than 1% of similar funds)

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

• fca
• ETF
• International Stocks
• China Stock

First Trust China AlphaDEX Fund

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

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

• iofax
• Mutual Fund
• Bond
• Total US Bond Market

AlphaCentric Income Opportunities Fund Class A

Expenses: 1.75% (Better than 0% of similar funds)

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

• espcx
• Mutual Fund
• US Stocks
• Small Value

Wells Fargo Special Small Cap Value Fund - Class C

Expenses: 2.02% (Better than 0% of similar funds)

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

• rww
• ETF
• Sector Equity
• Utilities

Invesco S&P Financials Revenue ETF

Expenses: 0.45% (Better than 1% of similar funds)

This is a bad choice for a Utilities Sector Equity fund. See why »

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

Eventide Gilead Class A

Expenses: 1.44% (Better than 0% of similar funds)

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

• bulix
• Mutual Fund
• Sector Equity
• Utilities

American Century Utilities Fund Investor Class

Expenses: 0.67% (Better than 1% of similar funds)

This is a bad choice for a Utilities Sector Equity fund. See why »

• oghcx
• Mutual Fund
• Bond
• High Yield Bond

JPMorgan High Yield Fund Class C

Expenses: 1.49% (Better than 0% of similar funds)

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

• bcsvx
• Mutual Fund
• International Stocks
• Mid-Cap Growth

Brown Capital Management International Small Company Fund Investor Shares

Expenses: 1.46% (Better than 0% of similar funds)

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

• cgoax
• Mutual Fund
• US Stocks
• Small Growth

Columbia Small Cap Growth Fund I Class A

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

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

• afdcx
• Mutual Fund
• US Stocks
• Large Blend

American Century Sustainable Equity Fund C Class

Expenses: 1.80% (Better than 0% of similar funds)

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

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

Transamerica Asset Allocation Moderate Growth Portfolio Class C

Expenses: 1.28% (Better than 0% of similar funds)

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

• cdbcx
• Mutual Fund
• Bond
• Total US Bond Market

American Century Diversified Bond Fund C Class

Expenses: 1.60% (Better than 0% of similar funds)

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

• mtsix
• Mutual Fund
• US Stocks
• Large Blend

BNY Mellon Tax-Sensitive Large Cap Multi-Strategy Fund Class Investment

Expenses: 0.89% (Better than 0% of similar funds)

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

• lroix
• Mutual Fund
• Bond
• High Yield Bond

BrandywineGLOBAL - Global Unconstrained Bond Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

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

• erm
• ETF
• US Stocks
• Large Value

EquityCompass Risk Manager ETF

Expenses: 0.65% (Better than 1% of similar funds)

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

• noiyx
• Mutual Fund
• International Stocks
• Large Blend

Natixis Funds Trust I Oakmark International Fund Class Y

Expenses: 1.04% (Better than 0% of similar funds)

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