• lscrx
• Mutual Fund
• US Stocks
• Small Blend

Loomis Sayles Small Capital Value Fund Retail Class

Expenses: 1.15% (Better than 0% of similar funds)

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

• py
• ETF
• US Stocks
• Mid-Cap Value

Principal Shareholder Yield Index ETF

Expenses: 0.29% (Better than 1% of similar funds)

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

• gssdx
• Mutual Fund
• Bond
• Government Bond

Goldman Sachs Short Duration Government Fund Class A

Expenses: 0.82% (Better than 0% of similar funds)

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

• notax
• Mutual Fund
• Bond
• Municipal Bond

DWS Strategic High Yield Tax-Free Fund - Class A

Expenses: 0.91% (Better than 0% of similar funds)

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

• facex
• Mutual Fund
• US Stocks
• Large Growth

Frost Growth Equity Fund Investor Class Shares

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

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

• pnocx
• Mutual Fund
• US Stocks
• Large Growth

Putnam Sustainable Leaders Fund Class C

Expenses: 1.79% (Better than 0% of similar funds)

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

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

Diamond Hill Small Mid Cap Fund Class A

Expenses: 1.21% (Better than 0% of similar funds)

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

• gsilx
• Mutual Fund
• International Stocks
• Large Growth

Goldman Sachs GQG Partners International Opportunities Fund Class C

Expenses: 1.98% (Better than 0% of similar funds)

This is a bad choice for a Large Growth International Stocks fund. See why »

• frvfx
• Mutual Fund
• US Stocks
• Small Value

Franklin Small Cap Value Fund Class C

Expenses: 1.80% (Better than 0% of similar funds)

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

• hwdax
• Mutual Fund
• Bond
• High Yield Bond

The Hartford World Bond Fund Class A

Expenses: 1.02% (Better than 0% of similar funds)

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

• msqlx
• Mutual Fund
• International Stocks
• Large Blend

Morgan Stanley Institutional Fund, Inc. International Equity Portfolio Class L

Expenses: 1.78% (Better than 0% of similar funds)

This is a bad choice for a Large Blend International Stocks fund. See why »

• gsapx
• Mutual Fund
• Bond
• Government Bond

Goldman Sachs Inflation Protected Securities Fund Class A Shares

Expenses: 0.69% (Better than 1% of similar funds)

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

• bsjq
• ETF
• Bond
• High Yield Bond

Invesco BulletShares 2026 High Yield Corporate Bond ETF

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

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

• jvxix
• Mutual Fund
• International Stocks
• Large Growth

Virtus Vontobel Foreign Opportunities Fund Class I

Expenses: 1.08% (Better than 1% of similar funds)

This is a bad choice for a Large Growth International Stocks fund. See why »

• husv
• ETF
• US Stocks
• Large Blend

First Trust Horizon Managed Volatility Domestic ETF

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

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

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

Herzfeld Caribbean Basin Fund

Expenses: 2.79% (Better than 0% of similar funds)

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

• msiix
• Mutual Fund
• International Stocks
• Large Growth

MainStay MacKay International Equity Fund Class I

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

This is a bad choice for a Large Growth International Stocks fund. See why »

• jscbx
• Mutual Fund
• US Stocks
• Small Blend

John Hancock II Small Cap Value Fund Class I

Expenses: 1.17% (Better than 0% of similar funds)

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

• jpmf
• ETF
• Alternatives
• Future

JPMorgan Managed Futures Strategy ETF

Expenses: 0.59% (Better than 1% of similar funds)

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

• lexnx
• Mutual Fund
• Bond
• Government Bond

Voya GNMA Income Fund Class A

Expenses: 0.95% (Better than 0% of similar funds)

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