• jffcx
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® 2055 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 »

• hwvax
• Mutual Fund
• US Stocks
• Small Value

Hotchkis & Wiley Small Cap Diversified Value Fund Class A

Expenses: 1.15% (Better than 1% of similar funds)

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

• msccx
• Mutual Fund
• Bond
• Municipal Bond

MainStay MacKay California Tax Free Opportunities Fund Class C

Expenses: 1.02% (Better than 0% of similar funds)

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

• mrcgx
• Mutual Fund
• US Stocks
• Small Growth

Meridian Growth Fund® Class C

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

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

• dbfrx
• Mutual Fund
• Bond
• High Yield Bond

DoubleLine Floating Rate Fund Class I Shares

Expenses: 0.70% (Better than 1% of similar funds)

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

• msiox
• Mutual Fund
• Bond
• Total US Bond Market

Morgan Stanley Institutional Fund Trust Core Plus Fixed Income Portfolio Class L

Expenses: 1.01% (Better than 0% of similar funds)

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

• pctbx
• Mutual Fund
• Bond
• Municipal Bond

Putnam California Tax Exempt Income Fund Class B

Expenses: 1.36% (Better than 0% of similar funds)

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

• bsjr
• ETF
• Bond
• High Yield Bond

Invesco BulletShares 2027 High Yield Corporate Bond ETF

Expenses: 0.42% (Better than 1% of similar funds)

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

• pcdax
• Mutual Fund
• Bond
• Municipal Bond

PIMCO California Short Duration Municipal Income Fund Class A

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

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

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

Federated Kaufmann Fund Class C Shares

Expenses: 2.45% (Better than 0% of similar funds)

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

• sviix
• Mutual Fund
• US Stocks
• Large Value

Virtus Ceredex Large-Cap Value Equity Fund Class A

Expenses: 1.24% (Better than 0% of similar funds)

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

• pcpcx
• Mutual Fund
• Commodities
• Broad

PIMCO CommoditiesPLUS® Strategy Fund Class C

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

This is a bad choice for a Broad Commodities fund. See why »

• miisx
• Mutual Fund
• US Stocks
• Large Value

BNY Mellon Income Stock Fund Investor shares

Expenses: 1.05% (Better than 0% of similar funds)

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

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

Federated Kaufmann Fund Class B Shares

Expenses: 2.45% (Better than 0% of similar funds)

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

• iofcx
• Mutual Fund
• Bond
• Total US Bond Market

AlphaCentric Income Opportunities Fund Class C

Expenses: 2.50% (Better than 0% of similar funds)

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

• asiax
• Mutual Fund
• International Stocks
• Asia/Pacific ex-Japan Stock

Invesco Asia Pacific Growth Fund Class A

Expenses: 1.43% (Better than 0% of similar funds)

This is a bad choice for a Asia/Pacific ex-Japan Stock International Stocks fund. See why »

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

Madison Moderate Allocation Fund Class A

Expenses: 0.70% (Better than 1% of similar funds)

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

• ipay
• ETF
• Allocation
• Other

ETFMG Prime Mobile Payments ETF

Expenses: 0.75% (Better than 0% of similar funds)

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

• sbapx
• Mutual Fund
• Bond
• High Yield Bond

Segall Bryant & Hamill Short Term Plus Fund Institutional

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

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

• rspyx
• Mutual Fund
• US Stocks
• Small Blend

Victory RS Partners Fund Class Y

Expenses: 1.12% (Better than 1% of similar funds)

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