• smtsx
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® 2040 Fund Class I

Expenses: 0.22% (Better than 1% of similar funds)

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

• sscnx
• Mutual Fund
• Allocation
• Target-Date

State Street Target Retirement 2040 Fund Class I

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

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

• twtix
• Mutual Fund
• Bond
• Municipal Bond

American Century Intermediate Term Tax-Free Bond Fund Investor Class

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

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

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

American Funds Tax-Aware Conservative Growth and Income Portfolio Class A

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

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

• idv
• ETF
• International Stocks
• Large Value

iShares International Select Dividend ETF

Expenses: 0.49% (Better than 1% of similar funds)

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

• ftkfx
• Mutual Fund
• Bond
• Total US Bond Market

Fidelity® Total Bond K6 Fund

Expenses: 0.30% (Better than 1% of similar funds)

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

• ijj
• ETF
• US Stocks
• Mid-Cap Value

iShares S&P Mid-Cap 400 Value ETF

Expenses: 0.25% (Better than 1% of similar funds)

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

• ijs
• ETF
• US Stocks
• Small Value

iShares S&P Small-Cap 600 Value ETF

Expenses: 0.25% (Better than 1% of similar funds)

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

• iws
• ETF
• US Stocks
• Mid-Cap Value

iShares Russell Mid-Cap Value ETF

Expenses: 0.24% (Better than 1% of similar funds)

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

• vgenx
• Mutual Fund
• Sector Equity
• Energy

Vanguard Energy Fund Investor Shares

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a Energy Sector Equity fund. See why »

• prgfx
• Mutual Fund
• US Stocks
• Large Growth

T. Rowe Price Growth Stock Fund

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

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

• oidax
• Mutual Fund
• International Stocks
• Large Growth

Invesco Oppenheimer International Diversified Fund Class A

Expenses: 0.44% (Better than 1% of similar funds)

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

• bscm
• ETF
• Bond
• High Yield Bond

Invesco BulletShares 2022 Corporate Bond ETF

Expenses: 0.10% (Better than 1% of similar funds)

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

• vpacx
• Mutual Fund
• International Stocks
• Asia/Pacific Stock

Vanguard Pacific Stock Index Fund Investor Shares

Expenses: 0.23% (Better than 1% of similar funds)

This is an OK choice for a Asia/Pacific Stock International Stocks fund. See why »

• vigi
• ETF
• International Stocks
• Large Growth

Vanguard International Dividend Appreciation Index Fund ETF Shares

Expenses: 0.20% (Better than 1% of similar funds)

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

• smaix
• Mutual Fund
• Bond
• Municipal Bond

Wells Fargo Ultra Short-Term Municipal Income Fund - Class Inst

Expenses: 0.37% (Better than 1% of similar funds)

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

• pomix
• Mutual Fund
• US Stocks
• Large Blend

T. Rowe Price Total Equity Market Index Fund

Expenses: 0.30% (Better than 1% of similar funds)

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

• smmyx
• Mutual Fund
• Bond
• Municipal Bond

Western Asset Managed Municipals Fund Class I

Expenses: 0.49% (Better than 1% of similar funds)

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

• srjsx
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® 2035 Fund Class I

Expenses: 0.22% (Better than 1% of similar funds)

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

• ssfnx
• Mutual Fund
• Allocation
• Target-Date

State Street Target Retirement Fund Class I

Expenses: -0.03% (Better than 1% of similar funds)

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