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.
Manning & Napier Target Income Series Class K
Expenses: 0.45% (Better than 0% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
Western Asset Inflation Indexed Plus Bond Fund Class A
Expenses: 0.71% (Better than 0% of similar funds)
This is a bad choice for a Government Bond Bond fund. See why »
BlackRock International Fund of BlackRock Series, Inc.Investor A Shares
Expenses: 1.14% (Better than 0% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
ProShares VIX Mid-Term Futures ETF
Expenses: 0.87% (Better than 1% of similar funds)
This is a bad choice for a Volatility Alternative fund. See why »
Voya Floating Rate Fund Class I
Expenses: 0.80% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Direxion Daily Financial Bear 3X Shares
Expenses: 1.07% (Better than 0% of similar funds)
This is a bad choice for a Inverse Alternative fund. See why »
Lord Abbett New York Tax Free Fund Class A
Expenses: 0.79% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
American Century Investments One Choice 2040 Portfolio Investor Class
Expenses: 0.83% (Better than 0% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
PIMCO StocksPLUS® Short Fund Class C
Expenses: 2.24% (Better than 0% of similar funds)
This is a bad choice for a Inverse Alternatives fund. See why »
Calvert International Equity Fund Class I
Expenses: 0.98% (Better than 0% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
Scharf Global Opportunity Fund Retail Class
Expenses: 0.59% (Better than 1% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
ALPS/Smith Total Return Bond Fund Investor Shares
Expenses: 0.96% (Better than 0% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
DWS RREEF Real Assets Fund - Class A
Expenses: 1.22% (Better than 0% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
Columbia Capital Allocation Moderate Aggressive Portfolio Class C
Expenses: 1.25% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Natixis Loomis Sayles Short Duration Income ETF
Expenses: 0.38% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Touchstone Global ESG Equity Fund - Class A
Expenses: 1.17% (Better than 0% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
American Funds Retirement Income Portfolio - Enhanced Class C
Expenses: 1.06% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
PIMCO Diversified Income Fund Class C
Expenses: 1.94% (Better than 0% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
Metropolitan West Flexible Income Fund Class I
Expenses: 0.55% (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