• ivwcx
• Mutual Fund
• Allocation
• Total World

IVA Worldwide Fund Class C

Expenses: 1.98% (Better than 0% of similar funds)

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

• enyix
• Mutual Fund
• Bond
• Municipal Bond

Eaton Vance New York Municipal Opportunities Fund Class I

Expenses: 0.59% (Better than 1% of similar funds)

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

• irbo
• ETF
• Sector Equity
• Technology

iShares Robotics and Artificial Intelligence ETF

Expenses: 0.47% (Better than 1% of similar funds)

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

• prvlx
• Mutual Fund
• Allocation
• Target-Date

Putnam RetirementReady 2045 Fund Class A

Expenses: 0.42% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

• smtcx
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® 2040 Fund Class C

Expenses: 0.97% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

• himzx
• Mutual Fund
• Bond
• High Yield Bond

Virtus Newfleet Low Duration Core Plus Bond Fund Class A

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

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

• hfycx
• Mutual Fund
• International Stocks
• Large Value

Hartford Schroders International Multi-Cap Value Fund Class C

Expenses: 1.87% (Better than 0% of similar funds)

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

• ccctx
• Mutual Fund
• Allocation
• Target-Date

American Funds 2020 Target Date Retirement Fund® Class C

Expenses: 1.10% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

• srjcx
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® 2035 Fund Class C

Expenses: 0.97% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

• btttx
• Mutual Fund
• Bond
• Government Bond

American Century Zero Coupon 2020 Fund Investor Class

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

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

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

Calamos Strategic Total Return Fund

Expenses: 3.05% (Better than 0% of similar funds)

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

• lcfix
• Mutual Fund
• Bond
• Municipal Bond

Lord Abbett California Tax Free Fund Class A

Expenses: 0.79% (Better than 0% of similar funds)

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

• giezx
• Mutual Fund
• International Stocks
• Large Blend

GuideStone Funds International Equity Fund Investor Class

Expenses: 1.34% (Better than 0% of similar funds)

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

• hfoax
• Mutual Fund
• International Stocks
• Large Blend

Janus Henderson International Opportunities Fund Class A

Expenses: 1.32% (Better than 0% of similar funds)

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

• cgo
• Mutual Fund
• Allocation
• Total World

Calamos Global Total Return Fund

Expenses: 3.42% (Better than 0% of similar funds)

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

• imrfx
• Mutual Fund
• Allocation
• Total World

Columbia Global Opportunities Fund Class A

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

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

• kbwr
• ETF
• Sector Equity
• Financial Services

Invesco KBW Regional Banking ETF

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

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

• bst
• Mutual Fund
• Sector Equity
• Technology

BlackRock Science and Technology Trust

Expenses: 0.92% (Better than 0% of similar funds)

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

• wbeix
• Mutual Fund
• International Stocks
• Emerging Markets

William Blair Emerging Markets Growth Fund Class I

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a Emerging Markets International Stocks fund. See why »

• giccx
• Mutual Fund
• International Stocks
• Mid-Cap Blend

Goldman Sachs International Small Cap Insights Fund Class C

Expenses: 2.01% (Better than 0% of similar funds)

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