• baeix
• Mutual Fund
• US Stocks
• Large Value

Sterling Capital Equity Income Fund Class A

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

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

• anbax
• Mutual Fund
• Bond
• Total US Bond Market

American Funds Strategic Bond Fund Class A

Expenses: 0.95% (Better than 0% of similar funds)

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

• parex
• Mutual Fund
• Alternatives
• Real Estate

T. Rowe Price Real Estate Fund Advisor Class

Expenses: 0.61% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why »

• jhms
• ETF
• Sector Equity
• Consumer Defensive

John Hancock Multifactor Consumer Staples ETF

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

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

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

The Hartford MidCap Fund Class R3

Expenses: 1.45% (Better than 0% of similar funds)

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

• biaux
• Mutual Fund
• US Stocks
• Small Blend

Brown Advisory Small-Cap Fundamental Value Fund Investor Shares

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

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

• hmjix
• Mutual Fund
• Bond
• Municipal Bond

Hartford Municipal Short Duration Fund Class I

Expenses: 0.41% (Better than 1% of similar funds)

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

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

Pacific Funds Portfolio Optimization Moderate-Conservative Fund Class A

Expenses: 0.60% (Better than 1% of similar funds)

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

• pladx
• Mutual Fund
• Bond
• High Yield Bond

Pacific Funds Short Duration Income 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 »

• asvix
• Mutual Fund
• US Stocks
• Small Value

American Century Small Cap Value Fund Investor Class

Expenses: 1.25% (Better than 0% of similar funds)

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

• oakwx
• Mutual Fund
• Allocation
• Total World

Oakmark Global Select Fund Investor Class

Expenses: 1.18% (Better than 0% of similar funds)

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

• fnyix
• Mutual Fund
• Bond
• Municipal Bond

Franklin New York Tax Free Income Fund Class C

Expenses: 1.18% (Better than 0% of similar funds)

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

• eittx
• Mutual Fund
• Bond
• Municipal Bond

Parametric TABS 10-to-20 Year Laddered Municipal Bond Fund Class I

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

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

• usnyx
• Mutual Fund
• Bond
• Municipal Bond

USAA New York Bond Fund

Expenses: 0.60% (Better than 1% of similar funds)

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

• stmsx
• Mutual Fund
• US Stocks
• Small Blend

SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund Class F

Expenses: 1.11% (Better than 1% of similar funds)

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

• mitcx
• Mutual Fund
• US Stocks
• Large Blend

MFS Massachusetts Investors Trust Class C

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

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

• opcax
• Mutual Fund
• Bond
• Municipal Bond

Invesco Oppenheimer Rochester California Municipal Fund Class A

Expenses: 0.93% (Better than 0% of similar funds)

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

• ocio
• ETF
• Allocation
• All-In-One

ClearShares OCIO ETF

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

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

• migdx
• Mutual Fund
• US Stocks
• Large Growth

MFS Massachusetts Investors Growth Stock Fund Class C

Expenses: 1.47% (Better than 0% of similar funds)

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

• lsdrx
• Mutual Fund
• Bond
• Total US Bond Market

Loomis Sayles Intermediate Duration Bond Fund A Class

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

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