• jamcx
• Mutual Fund
• US Stocks
• Mid-Cap Value

JPMorgan Mid Cap Value Fund Class A

Expenses: 1.23% (Better than 0% of similar funds)

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

• jpi
• Mutual Fund
• Other
• Preferred Stock

Nuveen Preferred & Income Term Fund

Expenses: 2.72% (Better than 1% of similar funds)

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

• jls
• Mutual Fund
• Bond
• Total US Bond Market

Nuveen Mortgage Opportunity Term

Expenses: 2.53% (Better than 0% of similar funds)

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

• emlp
• ETF
• Other
• Master Limited Partnership

First Trust North American Energy Infrastructure Fund

Expenses: 0.96% (Better than 1% of similar funds)

This is an OK choice for a Master Limited Partnership Other 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 »

• polrx
• Mutual Fund
• US Stocks
• Large Growth

Polen Growth Fund Investor Class

Expenses: 1.25% (Better than 0% of similar funds)

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

• fsttx
• Mutual Fund
• Bond
• Municipal Bond

American Funds Short-Term Tax-Exempt Bond Fund® Class F-1

Expenses: 0.80% (Better than 0% of similar funds)

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

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

Hartford Schroders US MidCap Opportunities Fund Class SDR

Expenses: 0.91% (Better than 1% of similar funds)

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

• dbl
• Mutual Fund
• Bond
• Total US Bond Market

Doubleline Opportunistic Credit Fund

Expenses: 2.30% (Better than 0% of similar funds)

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

• poncx
• Mutual Fund
• Bond
• Total US Bond Market

PIMCO Income Fund Class C

Expenses: 2.24% (Better than 0% of similar funds)

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

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

American Funds Conservative Growth and Income Portfolio Class C

Expenses: 1.07% (Better than 0% of similar funds)

This is an OK choice for a All-In-One Allocation 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 »

• fhrdx
• Mutual Fund
• Allocation
• Target-Date

Fidelity Freedom® Blend Income Fund Class K6

Expenses: 0.26% (Better than 1% of similar funds)

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

• tvlix
• Mutual Fund
• US Stocks
• Large Value

Touchstone Value Fund Institutional

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

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

• fhyix
• Mutual Fund
• Bond
• Municipal Bond

Franklin High Yield Tax Free Income Fund Class C

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

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

• siupx
• Mutual Fund
• Bond
• Total US Bond Market

Guggenheim Investment Grade Bond Fund Class P

Expenses: 0.80% (Better than 0% of similar funds)

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

• cmcyx
• Mutual Fund
• Commodities
• Broad

VanEck CM Commodity Index Fund Class Y

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

This is an OK choice for a Broad Commodities fund. See why »

• sbfix
• Mutual Fund
• Allocation
• Total World

Federated Global Allocation Fund Institutional Shares

Expenses: 0.86% (Better than 1% of similar funds)

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

• ety
• Mutual Fund
• Other
• Options-based

Eaton Vance Tax-Managed Diversified Equity Income Fund

Expenses: 1.07% (Better than 1% of similar funds)

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

• aftax
• Mutual Fund
• Allocation
• Target-Date

Invesco Balanced-Risk Retirement 2020 Fund Class A

Expenses: 0.25% (Better than 1% of similar funds)

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