Expense Ratio Rating
9 /10
Expense Rating
9 /10
Market Score
9 /10
Category Score
5 /10
Market Size
9 /10
We found 9,682 Allocation Target-Date funds. Here they are ordered by FI Score.
MFS New Discovery Fund Class B
Expenses: 2.04% (Better than 0% of similar funds)
This is a bad choice for a Small Growth US Stocks fund. See why »
Cullen High Dividend Equity Fund Class C
Expenses: 1.75% (Better than 0% of similar funds)
This is a bad choice for a Large Value US Stocks fund. See why »
Thornburg California Limited Term 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 »
Thornburg New York Intermediate Municipal Fund Class I
Expenses: 0.67% (Better than 1% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
Pacific Funds High Income Fund Class I
Expenses: 0.70% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Putnam Small Cap Value Fund Class A
Expenses: 1.23% (Better than 1% of similar funds)
This is a bad choice for a Small Value US Stocks fund. See why »
Wells Fargo Emerging Growth Fund - Class A
Expenses: 1.29% (Better than 0% of similar funds)
This is a bad choice for a Small Growth US Stocks fund. See why »
Pacific Funds High Income Fund Advisor Class
Expenses: 0.70% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Goldman Sachs U.S. Mortgages Fund Class A Shares
Expenses: 0.79% (Better than 0% of similar funds)
This is a bad choice for a Government Bond Bond fund. See why »
First Trust Japan AlphaDEX Fund
Expenses: 0.80% (Better than 0% of similar funds)
This is a bad choice for a Japan Stock International Stocks fund. See why »
Federated Equity Income Fund, Inc. Class F Shares
Expenses: 1.38% (Better than 0% of similar funds)
This is a bad choice for a Large Value US Stocks fund. See why »
Federated International Leaders Fund Class C Shares
Expenses: 2.04% (Better than 0% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Institutional Shares
Expenses: 0.68% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Fidelity® Select Transportation Portfolio
Expenses: 0.79% (Better than 0% of similar funds)
This is a bad choice for a Industrials Sector Equity fund. See why »
iShares Self-Driving EV and Tech ETF
Expenses: 0.47% (Better than 1% of similar funds)
This is a bad choice for a Technology Sector Equity fund. See why »
BlackRock Health Sciences Opportunities Portfolio Investor C Shares
Expenses: 1.85% (Better than 0% of similar funds)
This is a bad choice for a Healthcare Sector Equity fund. See why »
Principal Government & High Quality Bond Fund Class C
Expenses: 1.63% (Better than 0% of similar funds)
This is a bad choice for a Government Bond Bond fund. See why »
American Beacon Tocqueville International Value Fund Investor Class
Expenses: 1.18% (Better than 0% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
Columbia Select Large Cap Value Fund Class C
Expenses: 1.55% (Better than 0% of similar funds)
This is a bad choice for a Large Value US Stocks fund. See why »
BNY Mellon International Fund Class Investor
Expenses: 1.27% (Better than 0% of similar funds)
This is a bad choice for a Large Blend International Stocks 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