• jcapx
• Mutual Fund
• US Stocks
• Large Growth

Janus Henderson Forty Fund Class I

Expenses: 0.68% (Better than 1% of similar funds)

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

• shyg
• ETF
• Bond
• High Yield Bond

iShares 0-5 Year High Yield Corporate Bond ETF

Expenses: 0.30% (Better than 1% of similar funds)

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

• prilx
• Mutual Fund
• US Stocks
• Large Blend

Parnassus Core Equity Fund - Institutional Shares

Expenses: 0.63% (Better than 1% of similar funds)

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

• prfz
• ETF
• US Stocks
• Small Blend

Invesco FTSE RAFI US 1500 Small-Mid ETF

Expenses: 0.39% (Better than 1% of similar funds)

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

• prdgx
• Mutual Fund
• US Stocks
• Large Blend

T. Rowe Price Dividend Growth Fund

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

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

• sscjx
• Mutual Fund
• Allocation
• Target-Date

State Street Target Retirement 2035 Fund Class I

Expenses: 0.12% (Better than 1% of similar funds)

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

• sssvx
• Mutual Fund
• US Stocks
• Large Blend

State Street Equity 500 Index Fund Class A

Expenses: 0.28% (Better than 1% of similar funds)

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

• ustex
• Mutual Fund
• Bond
• Municipal Bond

USAA Tax Exempt Long-Term Fund

Expenses: 0.48% (Better than 1% of similar funds)

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

• xlu
• ETF
• Sector Equity
• Utilities

Utilities Select Sector SPDR Fund

Expenses: 0.13% (Better than 1% of similar funds)

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

• xly
• ETF
• Sector Equity
• Consumer Cyclicals

Consumer Discretionary Select Sector SPDR Fund

Expenses: 0.13% (Better than 1% of similar funds)

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

• bscn
• ETF
• Bond
• High Yield Bond

Invesco BulletShares 2023 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 »

• brgnx
• Mutual Fund
• US Stocks
• Large Blend

iShares Russell 1000 Large-Cap Index Fund Institutional Shares

Expenses: 0.13% (Better than 1% of similar funds)

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

• brmax
• Mutual Fund
• US Stocks
• Mid-Cap Blend

iShares Russell Mid-Cap Index Fund Investor A Shares

Expenses: 0.33% (Better than 1% of similar funds)

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

• jhrdx
• Mutual Fund
• Allocation
• Target-Date

John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class I

Expenses: 0.12% (Better than 1% of similar funds)

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

• jhrgx
• Mutual Fund
• Allocation
• Target-Date

John Hancock Funds II Multimanager 2030 Lifetime Portfolio Class I

Expenses: 0.13% (Better than 1% of similar funds)

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

• jhrmx
• Mutual Fund
• Allocation
• Target-Date

John Hancock Funds II Multimanager 2035 Lifetime Portfolio Class I

Expenses: 0.13% (Better than 1% of similar funds)

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

• pogrx
• Mutual Fund
• US Stocks
• Large Growth

PRIMECAP Odyssey Growth Fund

Expenses: 0.64% (Better than 1% of similar funds)

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

• mcbix
• Mutual Fund
• Bond
• Total US Bond Market

BMO Core Plus Bond Fund Class I

Expenses: 0.33% (Better than 1% of similar funds)

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

• cibfx
• Mutual Fund
• Allocation
• Total World

American Funds Capital Income Builder® Class F-1

Expenses: 0.66% (Better than 1% of similar funds)

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

• rwo
• ETF
• Sector Equity
• Real Estate

SPDR Dow Jones Global Real Estate ETF

Expenses: 0.50% (Better than 1% of similar funds)

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