• ptbcx
• Mutual Fund
• Bond
• Municipal Bond

Principal Tax-Exempt Bond Fund Class C

Expenses: 1.67% (Better than 0% of similar funds)

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

• nvsox
• Mutual Fund
• US Stocks
• Small Blend

Wells Fargo Disciplined Small Cap Fund Administrator Class

Expenses: 0.95% (Better than 1% of similar funds)

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

• sissx
• Mutual Fund
• Alternative
• Short

Virtus Seix Ultra-Short Bond Fund Class I

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

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

• ptrbx
• Mutual Fund
• Bond
• High Yield Bond

Putnam Fixed Income Absolute Return Fund Class B

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

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

• pbcax
• Mutual Fund
• Bond
• Municipal Bond

PGIM California Muni Income Fund-Class A

Expenses: 0.93% (Better than 0% of similar funds)

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

• ofsix
• Mutual Fund
• US Stocks
• Small Value

O'Shaughnessy Small Cap Value Fund Class I

Expenses: 0.99% (Better than 1% of similar funds)

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

• msusx
• Mutual Fund
• Alternatives
• Real Estate

Morgan Stanley Institutional Fund, Inc. U.S. Real Estate Portfolio Class I

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why »

• culax
• Mutual Fund
• Alternative
• Short

Calvert Ultra-Short Duration Income Fund Class A

Expenses: 0.74% (Better than 0% of similar funds)

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

• pzsix
• Mutual Fund
• US Stocks
• Small Value

PPM Small Cap Value Fund Institutional Shares

Expenses: 1.00% (Better than 1% of similar funds)

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

• cvlox
• Mutual Fund
• Allocation
• Total World

Calamos Global Growth & Income Fund Class A

Expenses: 1.49% (Better than 0% of similar funds)

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