• vadcx
• Mutual Fund
• US Stocks
• Large Blend

Invesco Equally-Weighted S&P 500 Fund Class C

Expenses: 1.27% (Better than 0% of similar funds)

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

• gibcx
• Mutual Fund
• Bond
• Total US Bond Market

Guggenheim Total Return Bond Fund Class C

Expenses: 1.55% (Better than 0% of similar funds)

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

• mghyx
• Mutual Fund
• Bond
• High Yield Bond

DWS Global High Income Fund - Class Inst

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

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

• qval
• ETF
• US Stocks
• Mid-Cap Value

Alpha Architect U.S. Quantitative Value ETF

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

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

• ifeu
• ETF
• Sector Equity
• Real Estate

iShares Europe Developed Real Estate ETF

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

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

• ibce
• ETF
• Bond
• High Yield Bond

iShares iBonds Mar 2023 Term Corporate ex-Financials ETF

Expenses: 0.10% (Better than 1% of similar funds)

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

• mcftx
• Mutual Fund
• Bond
• Municipal Bond

MFS California Municipal Bond Fund Class A

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

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

• evsax
• Mutual Fund
• US Stocks
• Large Blend

Wells Fargo Disciplined U.S. Core Fund - Class A

Expenses: 0.84% (Better than 1% of similar funds)

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

• msfbx
• Mutual Fund
• Allocation
• Total World

Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Class A

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

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

• wldr
• ETF
• Allocation
• Total World

Affinity World Leaders Equity ETF

Expenses: 0.47% (Better than 1% of similar funds)

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

• mrbbx
• Mutual Fund
• Bond
• Total US Bond Market

MFS Total Return Bond Fund Class B

Expenses: 1.44% (Better than 0% of similar funds)

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

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

American Funds American Balanced Fund® Class C

Expenses: 1.34% (Better than 0% of similar funds)

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

• uagnx
• Mutual Fund
• Bond
• Government Bond

USAA Government Securities Fund Adviser Shares

Expenses: 0.75% (Better than 0% of similar funds)

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

• mawix
• Mutual Fund
• Bond
• High Yield Bond

BlackRock Strategic Global Bond Fund, Inc. Institutional Shares

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

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

• artsx
• Mutual Fund
• US Stocks
• Small Growth

Artisan Small Cap Fund Investor Shares

Expenses: 1.20% (Better than 1% of similar funds)

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

• etv
• Mutual Fund
• Other
• Options-based

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

Expenses: 1.08% (Better than 0% of similar funds)

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

• useq
• ETF
• US Stocks
• Mid-Cap Blend

Invesco Russell 1000 Enhanced Equal Weight ETF

Expenses: 0.29% (Better than 1% of similar funds)

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

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

JPMorgan Investor Conservative Growth Fund Class C

Expenses: 1.08% (Better than 0% of similar funds)

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

• yafix
• Mutual Fund
• US Stocks
• Large Value

AMG Yacktman Focused Fund Class I

Expenses: 1.06% (Better than 0% of similar funds)

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

• fkasx
• Mutual Fund
• US Stocks
• Small Growth

Federated Kaufmann Small Cap Fund Class A Shares

Expenses: 1.36% (Better than 0% of similar funds)

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