Expense Ratio Rating
9 /10
Expense Rating
9 /10
Market Score
2 /10
Category Score
5 /10
Market Size
2 /10
We found 9,682 Allocation Target-Date funds. Here they are ordered by FI Score.
MFS Total Return Bond Fund Class A
Expenses: 0.69% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
Eaton Vance Tax-Managed Growth 1.0 Fund
Expenses: 0.47% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
JPMorgan International Equity Fund Class I
Expenses: 0.70% (Better than 1% of similar funds)
This is an OK choice for a Large Blend International Stocks fund. See why »
Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class I
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
AQR Large Cap Momentum Style Fund Class I
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
The Hartford Equity Income Fund Class R6
Expenses: 0.66% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
Morgan Stanley Institutional Fund Trust Core Plus Fixed Income Portfolio Class Institutional
Expenses: 0.41% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
Western Asset Managed Municipals Fund Class A
Expenses: 0.66% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
Invesco BulletShares 2025 Corporate Bond ETF
Expenses: 0.10% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
BlackRock Short-Term Municipal Fund Institutional Shares
Expenses: 0.36% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
Wells Fargo California Tax-Free Fund - Class Inst
Expenses: 0.48% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
Carillon Reams Core Plus Bond Fund Class I
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
Lord Abbett Short Duration Income Fund Class A
Expenses: 0.60% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares
Expenses: 0.15% (Better than 1% of similar funds)
This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »
iShares MSCI Singapore Capped ETF
Expenses: 0.50% (Better than 1% of similar funds)
This is an OK choice for a Other Region International Stocks fund. See why »
American Century Growth Fund I Class
Expenses: 0.78% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
SPDR Dow Jones International Real Estate ETF
Expenses: 0.59% (Better than 1% of similar funds)
This is an OK choice for a Real Estate Sector Equity fund. See why »
The Hartford Dividend and Growth Fund Class I
Expenses: 0.73% (Better than 1% of similar funds)
This is an OK choice for a Large Value US 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