• amadx
• Mutual Fund
• US Stocks
• Large Value

American Century Income and Growth Fund Class A

Expenses: 0.92% (Better than 1% of similar funds)

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

• intax
• Mutual Fund
• Bond
• Municipal Bond

Columbia Strategic Municipal Income Fund Class A

Expenses: 0.81% (Better than 0% of similar funds)

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

• iym
• ETF
• Sector Equity
• Basic Materials

iShares U.S. Basic Materials ETF

Expenses: 0.42% (Better than 1% of similar funds)

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

• jcpb
• ETF
• Bond
• Total US Bond Market

JPMorgan Core Plus Bond ETF

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

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

• bwz
• ETF
• Bond
• High Yield Bond

SPDR Bloomberg Barclays Short Term International Treasury Bond ETF

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

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

• awtm
• ETF
• Alternative
• Short

Aware Ultra-Short Duration Enhanced Income ETF

Expenses: 0.23% (Better than 1% of similar funds)

This is an OK choice for a Short Alternative fund. See why »

• espix
• Mutual Fund
• US Stocks
• Small Value

Wells Fargo Special Small Cap Value Fund - Class Admin

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

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

• ibdu
• ETF
• Bond
• High Yield Bond

iShares iBonds Dec 2029 Term Corporate ETF

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

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

• evsyx
• Mutual Fund
• US Stocks
• Large Blend

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

Expenses: 0.74% (Better than 1% of similar funds)

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

• ffc
• Mutual Fund
• Other
• Preferred Stock

Flaherty & Crumrine Preferred Securities Income Fund

Expenses: 2.52% (Better than 1% of similar funds)

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