Expense Ratio Rating
4 /10
Expense Rating
0 /10
Market Score
8 /10
Category Score
5 /10
Market Size
8 /10
$CVTRX Alternatives
Different Funds
We found 9,682 Allocation All-In-One funds. Here they are ordered by FI Score.
- sgovx
- Mutual Fund
- International Stocks
- Large Blend
First Eagle Overseas Fund Class A
Expenses: 1.15% (Better than 0% of similar funds)
This is an OK choice for a Large Blend International Stocks fund. See why »
- sigwx
- Mutual Fund
- US Stocks
- Small Blend
Touchstone Small Company Fund Class Y
Expenses: 0.87% (Better than 1% of similar funds)
This is an OK choice for a Small Blend US Stocks fund. See why »
- snpyx
- Mutual Fund
- Bond
- Municipal Bond
Western Asset New York Municipals Fund Class I
Expenses: 0.60% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- taxf
- ETF
- Bond
- Municipal Bond
American Century Diversified Municipal Bond ETF
Expenses: 0.29% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- tfoix
- Mutual Fund
- US Stocks
- Large Growth
Transamerica Capital Growth Fund Class I
Expenses: 0.92% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
- bmgax
- Mutual Fund
- US Stocks
- Mid-Cap Growth
BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares
Expenses: 1.05% (Better than 1% of similar funds)
This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »
- bsmp
- ETF
- Bond
- Municipal Bond
Invesco BulletShares (R) 2025 Municipal Bond ETF
Expenses: 0.18% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- dhlax
- Mutual Fund
- US Stocks
- Large Value
Diamond Hill Large Cap Fund Class A
Expenses: 0.97% (Better than 0% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
- diax
- Mutual Fund
- Other
- Options-based
Nuveen Dow 30 Dynamic Overwrite Fund
Expenses: 0.95% (Better than 1% of similar funds)
This is an OK choice for a Options-based Other fund. See why »
- pblax
- Mutual Fund
- US Stocks
- Large Growth
Principal Blue Chip Fund Class A
Expenses: 1.00% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
- csvix
- Mutual Fund
- US Stocks
- Small Blend
Calvert Small-Cap Fund Class I
Expenses: 0.95% (Better than 1% of similar funds)
This is an OK choice for a Small Blend US Stocks fund. See why »
- cvmix
- Mutual Fund
- International Stocks
- Emerging Markets
Calvert Emerging Markets Equity Fund Class I
Expenses: 0.97% (Better than 1% of similar funds)
This is an OK choice for a Emerging Markets International Stocks fund. See why »
- ncatx
- Mutual Fund
- Bond
- Municipal Bond
Northern California Tax-Exempt Fund
Expenses: 0.46% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- qfvix
- Mutual Fund
- International Stocks
- Large Value
Pear Tree Polaris Foreign Value Fund Class Institutional
Expenses: 1.04% (Better than 1% of similar funds)
This is an OK choice for a Large Value International Stocks fund. See why »
- otcax
- Mutual Fund
- US Stocks
- Mid-Cap Growth
MFS Mid Cap Growth Fund Class A
Expenses: 1.09% (Better than 1% of similar funds)
This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »
- osmax
- Mutual Fund
- International Stocks
- Mid-Cap Growth
Invesco Oppenheimer International Small-Mid Company Fund Class A
Expenses: 1.31% (Better than 1% of similar funds)
This is an OK choice for a Mid-Cap Growth International Stocks fund. See why »
- ealtx
- Mutual Fund
- Bond
- Municipal Bond
Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class A
Expenses: 0.65% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »