Diversification Rating
5 /10
Expense Ratio Rating
9 /10
Expense Rating
7 /10
Market Score
6 /10
Category Score
8 /10
Market Size
6 /10
$DTD Alternatives
Different Funds
We found 8,043 US Stocks Large Value funds. Here they are ordered by FI Score.
- ptcax
- Mutual Fund
- Allocation
- Target-Date
Principal LifeTime 2030 Fund Class A
Expenses: 0.38% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- mgxix
- Mutual Fund
- Allocation
- All-In-One
MainStay Growth Allocation Fund Class I
Expenses: 0.16% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- nanr
- ETF
- Sector Equity
- Basic Materials
SPDR S&P North American Natural Resources ETF
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a Basic Materials Sector Equity fund. See why »
- jrbex
- Mutual Fund
- Allocation
- Target-Date
JPMorgan SmartRetirement® Blend 2030 Fund Class I
Expenses: 0.32% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- nezyx
- Mutual Fund
- Bond
- Total US Bond Market
Loomis Sayles Strategic Income Fund Class Y
Expenses: 0.71% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
- sabpx
- Mutual Fund
- Allocation
- All-In-One
Principal Strategic Asset Management Balanced Portfolio Class A
Expenses: 0.62% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- inpex
- Mutual Fund
- Allocation
- All-In-One
American Funds Conservative Growth and Income Portfolio Class F-2
Expenses: 0.12% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- oniax
- Mutual Fund
- Bond
- Total US Bond Market
JPMorgan Core Plus Bond Fund Class A
Expenses: 0.74% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
- stpz
- ETF
- Bond
- Government Bond
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
Expenses: 0.20% (Better than 1% of similar funds)
This is an OK choice for a Government Bond Bond fund. See why »
- nefrx
- Mutual Fund
- Bond
- Total US Bond Market
Loomis Sayles Core Plus Bond Fund Class A
Expenses: 0.73% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
- hedj
- ETF
- International Stocks
- Europe Stock
WisdomTree Europe Hedged Equity Fund
Expenses: 0.58% (Better than 1% of similar funds)
This is an OK choice for a Europe Stock International Stocks fund. See why »
- nlgix
- Mutual Fund
- Allocation
- Total World
Columbia Global Strategic Equity Fund Class A
Expenses: 0.48% (Better than 1% of similar funds)
This is an OK choice for a Total World Allocation fund. See why »
- trpbx
- Mutual Fund
- Allocation
- All-In-One
T. Rowe Price Spectrum Moderate Allocation Fund
Expenses: 0.54% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- trrwx
- Mutual Fund
- Allocation
- Target-Date
T. Rowe Price Target 2030 Fund
Expenses: 0.18% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- nsitx
- Mutual Fund
- Bond
- Municipal Bond
Northern Short-Intermediate Tax-Exempt Fund
Expenses: 0.45% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- fndsx
- Mutual Fund
- Bond
- Total US Bond Market
Fidelity® Sustainability Bond Index Fund
Expenses: 0.10% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
- ftfqx
- Mutual Fund
- Bond
- Municipal Bond
Franklin California Tax Free Income Fund Class A
Expenses: 0.76% (Better than 0% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- fwtkx
- Mutual Fund
- Allocation
- Target-Date
Fidelity Freedom® 2035 Fund Class K6
Expenses: 0.49% (Better than 0% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »