Expense Ratio Rating
1 /10
Expense Rating
0 /10
Market Score
3 /10
Category Score
8 /10
Market Size
3 /10
We found 8,043 US Stocks Large Value funds. Here they are ordered by FI Score.
UBS Global Allocation Fund Class P
Expenses: 0.95% (Better than 1% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
Hartford Global Impact Fund Class R5
Expenses: 0.76% (Better than 1% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
JPMorgan SmartRetirement® 2040 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 »
Diamond Hill Corporate Credit Fund Class A
Expenses: 0.90% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Eagle Growth and Income Opportunities Fund
Expenses: 3.33% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Oakmark International Small Cap Fund Investor Class
Expenses: 1.38% (Better than 0% of similar funds)
This is a bad choice for a Mid-Cap Blend International Stocks fund. See why »
MainStay Epoch International Choice Fund Class I
Expenses: 0.94% (Better than 1% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
Credit Suisse Floating Rate High Income Fund A
Expenses: 0.95% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Invesco S&P SmallCap Materials ETF
Expenses: 0.29% (Better than 1% of similar funds)
This is a bad choice for a Basic Materials Sector Equity fund. See why »
William Blair Emerging Markets Growth Fund Class I
Expenses: 1.26% (Better than 0% of similar funds)
This is a bad choice for a Emerging Markets International Stocks fund. See why »
RiverFront Asset Allocation Moderate Class A
Expenses: 0.50% (Better than 1% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Hartford Conservative Allocation Fund Class A
Expenses: 0.59% (Better than 1% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Voya Infrastructure Industrials and Materials Fund
Expenses: 1.22% (Better than 0% of similar funds)
This is a bad choice for a Options-based Other fund. See why »
ProShares Ultra Semiconductors
Expenses: 0.95% (Better than 1% of similar funds)
This is a bad choice for a Leveraged Equities Alternative fund. See why »
Franklin Mutual Shares Fund Class C
Expenses: 1.78% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
BlackRock Global Long/Short Equity Fund Institutional Shares
Expenses: 1.63% (Better than 1% of similar funds)
This is a bad choice for a Neutral Alternatives fund. See why »
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Expenses: 0.42% (Better than 1% of similar funds)
This is a bad choice for a Financial Services Sector Equity fund. See why »
Madison Core Bond Fund Class Y
Expenses: 0.65% (Better than 1% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
Minafi - The intersection of FI, minimalism & mindfulness.
Don't miss out on new posts, courses, interactive articles and more!
Join & Get Your First Course Free© 2025 Adam Fortuna
Site Map