• mitbx
• Mutual Fund
• US Stocks
• Large Blend

MFS Massachusetts Investors Trust Class B

Expenses: 1.46% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

• bmsax
• Mutual Fund
• Bond
• Total US Bond Market

BlackRock Income Fund Investor A Shares

Expenses: 0.87% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

• rcd
• ETF
• Sector Equity
• Consumer Cyclicals

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Expenses: 0.40% (Better than 1% of similar funds)

This is a bad choice for a Consumer Cyclicals Sector Equity fund. See why »

• oakwx
• Mutual Fund
• Allocation
• Total World

Oakmark Global Select Fund Investor Class

Expenses: 1.18% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

• peqcx
• Mutual Fund
• US Stocks
• Large Value

Putnam Equity Income Fund Class C

Expenses: 1.66% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

• usnyx
• Mutual Fund
• Bond
• Municipal Bond

USAA New York Bond Fund

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

• prmax
• Mutual Fund
• Allocation
• Target-Date

Putnam RetirementReady Maturity Class A

Expenses: 0.38% (Better than 1% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

• peqnx
• Mutual Fund
• US Stocks
• Large Value

Putnam Equity Income Fund Class B

Expenses: 1.66% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

• mmhbx
• Mutual Fund
• Bond
• Municipal Bond

MFS Municipal High Income Fund Class B

Expenses: 1.41% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

• artmx
• Mutual Fund
• US Stocks
• Mid-Cap Growth

Artisan Mid Cap Fund Investor Class

Expenses: 1.19% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why »

• febax
• Mutual Fund
• Allocation
• Total World

First Eagle Global Income Builder Fund Class A

Expenses: 1.18% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

• miaax
• Mutual Fund
• Bond
• Government Bond

MFS Inflation-Adjusted Bond Fund Class A

Expenses: 0.80% (Better than 0% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

• mindx
• Mutual Fund
• International Stocks
• India Stock

Matthews India Fund Investor Class

Expenses: 1.11% (Better than 0% of similar funds)

This is a bad choice for a India Stock International Stocks fund. See why »

• aooix
• Mutual Fund
• Allocation
• Target-Date

American Century Investments One Choice 2045 Portfolio I Class

Expenses: 0.66% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

• eos
• Mutual Fund
• Other
• Options-based

Eaton Vance Enhanced Equity Income Fund II

Expenses: 1.09% (Better than 0% of similar funds)

This is a bad choice for a Options-based Other fund. See why »

• ptsox
• Mutual Fund
• International Stocks
• Large Value

PIMCO RAE PLUS International Fund Class A

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Large Value International Stocks fund. See why »

• baeix
• Mutual Fund
• US Stocks
• Large Value

Sterling Capital Equity Income Fund Class A

Expenses: 1.02% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

• fimsx
• Mutual Fund
• Bond
• Municipal Bond

Fidelity® Municipal Income 2025 Fund

Expenses: 0.40% (Better than 1% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

• artgx
• Mutual Fund
• Allocation
• Total World

Artisan Global Value Fund Investor Class

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

• pyhrx
• Mutual Fund
• Bond
• High Yield Bond

Payden High Income Fund Investor Class

Expenses: 0.62% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »