Expense Ratio Rating
5 /10
Expense Rating
1 /10
Market Score
5 /10
Category Score
8 /10
Market Size
5 /10
We found 8,043 US Stocks Large Value funds. Here they are ordered by FI Score.
Pacific Funds Portfolio Optimization Growth Fund Class C
Expenses: 1.35% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Invesco Dynamic Food & Beverage ETF
Expenses: 0.63% (Better than 0% of similar funds)
This is a bad choice for a Consumer Defensive Sector Equity fund. See why »
Loomis Sayles High Income Fund Class Y
Expenses: 0.77% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
PIMCO Mortgage-Backed Securities Fund Class I-3
Expenses: 0.90% (Better than 0% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
Touchstone Balanced Fund Class A
Expenses: 1.01% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
American Century Short-Term Government Fund A Class
Expenses: 0.80% (Better than 0% of similar funds)
This is a bad choice for a Government Bond Bond fund. See why »
USAA Global Equity Income Fund Fund Shares
Expenses: 1.00% (Better than 1% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
Value Line Capital Appreciation Fund, Inc. Investor Class
Expenses: 1.09% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
William Blair Global Leaders Fund Class N
Expenses: 1.20% (Better than 0% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
Reality Shares Nasdaq NexGen Economy ETF
Expenses: 0.68% (Better than 1% of similar funds)
This is a bad choice for a Technology Sector Equity fund. See why »
PGIM Jennison Utility Fund- Class B
Expenses: 1.78% (Better than 0% of similar funds)
This is a bad choice for a Utilities Sector Equity fund. See why »
John Hancock Funds II Multi-Asset High Income Fund Class A
Expenses: 0.62% (Better than 1% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
RMB Mendon Financial Services Fund Class I
Expenses: 1.03% (Better than 0% of similar funds)
This is a bad choice for a Financial Services Sector Equity fund. See why »
Rydex NASDAQ-100® 2x Strategy Fund Class C
Expenses: 2.60% (Better than 0% of similar funds)
This is a bad choice for a Leveraged Equities Alternative fund. See why »
DWS Enhanced Commodity Strategy Fund - Class C
Expenses: 2.09% (Better than 0% of similar funds)
This is a bad choice for a Broad Commodities fund. See why »
Virtus Seix Short-Term Bond Fund Class I
Expenses: 0.60% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Manning & Napier Target 2055 Series Class K
Expenses: 0.45% (Better than 0% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A
Expenses: 0.98% (Better than 0% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
Federated Capital Income Fund Class C Shares
Expenses: 1.69% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation 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