• emoix
• Mutual Fund
• Bond
• Municipal Bond

Eaton Vance Municipal Opportunities Fund Class I

Expenses: 0.69% (Better than 1% of similar funds)

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

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

PGIM Jennison Mid-Cap Growth Fund- Class Z

Expenses: 0.79% (Better than 1% of similar funds)

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

• jmbs
• ETF
• Bond
• Government Bond

Janus Henderson Mortgage-Backed Securities ETF

Expenses: 0.32% (Better than 1% of similar funds)

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

• enfr
• ETF
• Other
• Master Limited Partnership

Alerian Energy Infrastructure ETF

Expenses: 0.65% (Better than 1% of similar funds)

This is an OK choice for a Master Limited Partnership Other fund. See why »

• epsyx
• Mutual Fund
• Allocation
• Total World

Mainstay Epoch Global Equity Yield Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

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

• nulv
• ETF
• US Stocks
• Large Value

Nuveen ESG Large-Cap Value ETF

Expenses: 0.35% (Better than 1% of similar funds)

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

• iclax
• Mutual Fund
• Allocation
• All-In-One

Transamerica Asset Allocation Conservative Portfolio Class A

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

• pimsx
• Mutual Fund
• Bond
• High Yield Bond

Virtus Newfleet Multi-Sector Short Term Bond Fund Class I

Expenses: 0.72% (Better than 1% of similar funds)

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

• gunr
• ETF
• Sector Equity
• Basic Materials

FlexShares Morningstar Global Upstream Natural Resources Index Fund

Expenses: 0.46% (Better than 1% of similar funds)

This is an OK choice for a Basic Materials Sector Equity fund. See why »

• fdlsx
• Mutual Fund
• Sector Equity
• Consumer Cyclical

Fidelity® Select Leisure Portfolio

Expenses: 0.75% (Better than 1% of similar funds)

This is an OK choice for a Consumer Cyclical Sector Equity fund. See why »

• sicwx
• Mutual Fund
• US Stocks
• Large Blend

Touchstone Large Cap Focused Fund Class Y

Expenses: 0.73% (Better than 1% of similar funds)

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

• hcaix
• Mutual Fund
• US Stocks
• Large Growth

Harbor Capital Appreciation Fund Investor Class

Expenses: 1.03% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why »

• fgcix
• Mutual Fund
• Bond
• High Yield Bond

Federated Short-Intermediate Total Return Bond Fund Institutional Shares

Expenses: 0.37% (Better than 1% of similar funds)

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

• fhedx
• Mutual Fund
• Allocation
• Target-Date

Fidelity Freedom® Blend 2050 Fund Class K6

Expenses: 0.34% (Better than 1% of similar funds)

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

• hfkvx
• Mutual Fund
• Bond
• Total US Bond Market

Hartford Schroders Tax-Aware Bond Fund Class SDR

Expenses: 0.46% (Better than 1% of similar funds)

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

• hslvx
• Mutual Fund
• US Stocks
• Small Growth

Hartford Small Cap Growth Fund Class R6

Expenses: 0.76% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why »

• fpe
• ETF
• Other
• Preferred Stock

First Trust Preferred Securities and Income ETF

Expenses: 0.85% (Better than 1% of similar funds)

This is an OK choice for a Preferred Stock Other fund. See why »

• hwdyx
• Mutual Fund
• Bond
• High Yield Bond

The Hartford World Bond Fund Class Y

Expenses: 0.70% (Better than 1% of similar funds)

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

• ibmn
• ETF
• Bond
• Municipal Bond

iShares iBonds Dec 2025 Term Muni Bond ETF

Expenses: 0.18% (Better than 1% of similar funds)

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

• fscsx
• Mutual Fund
• Sector Equity
• Technology

Fidelity® Select Software & IT Services Portfolio

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a Technology Sector Equity fund. See why »