Expense Ratio Rating
7 /10
Expense Rating
7 /10
Market Score
7 /10
Category Score
5 /10
Market Size
7 /10
We found 9,682 Allocation Target-Date funds. Here they are ordered by FI Score.
Janus Henderson Venture Fund Class I
Expenses: 0.75% (Better than 1% of similar funds)
This is an OK choice for a Small Growth US Stocks fund. See why »
iShares Morningstar Large-Cap ETF
Expenses: 0.20% (Better than 1% of similar funds)
This is an OK choice for a Large Blend US Stocks fund. See why »
Lord Abbett Alpha Strategy Fund Class A
Expenses: 0.44% (Better than 1% of similar funds)
This is an OK choice for a Small Growth US Stocks fund. See why »
The Hartford Equity Income Fund Class R6
Expenses: 0.66% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
Thornburg Limited Term Municipal Fund Class A
Expenses: 0.69% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
Janus Henderson Small Cap Value Fund Class I
Expenses: 0.79% (Better than 1% of similar funds)
This is an OK choice for a Small Value US Stocks fund. See why »
T. Rowe Price International Bond Fund (USD Hedged)
Expenses: 0.64% (Better than 1% of similar funds)
This is an OK choice for a International Bond fund. See why »
Carillon Eagle Small Cap Growth Fund Class I
Expenses: 0.76% (Better than 1% of similar funds)
This is an OK choice for a Small Growth US Stocks fund. See why »
JPMorgan International Equity Fund Class I
Expenses: 0.70% (Better than 1% of similar funds)
This is an OK choice for a Large Blend International Stocks fund. See why »
Wells Fargo California Tax-Free Fund - Class Inst
Expenses: 0.48% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
JPMorgan Core Bond Fund Class A
Expenses: 0.75% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
BBH Limited Duration Fund Class Institutional
Expenses: 0.28% (Better than 1% of similar funds)
This is an OK choice for a Short Alternative fund. See why »
Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class I
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
Eaton Vance High Yield Municipal Income Fund Class I
Expenses: 0.51% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
iShares MSCI Singapore Capped ETF
Expenses: 0.50% (Better than 1% of similar funds)
This is an OK choice for a Other Region International Stocks fund. See why »
Federated Short-Term Income Fund Institutional Shares
Expenses: 0.37% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
MFS Total Return Bond Fund Class A
Expenses: 0.69% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
The Hartford Dividend and Growth Fund Class I
Expenses: 0.73% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
Invesco S&P 500 Pure Growth ETF
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks 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