Diversification Rating
0 /10
Expense Ratio Rating
7 /10
Expense Rating
4 /10
Market Score
9 /10
Category Score
0 /10
Market Size
9 /10
We found 9,674 Allocation Other funds. Here they are ordered by FI Score.
Invesco S&P MidCap 400 Equal Weight ETF
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a Mid-Cap Blend US Stocks fund. See why »
Columbia Large Cap Growth Fund Class V
Expenses: 1.04% (Better than 0% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
James Alpha Global Real Estate Investments Portfolio Class S Shares
Expenses: 0.88% (Better than 1% of similar funds)
This is an OK choice for a Real Estate Sector Equity fund. See why »
BlackRock Emerging Markets Fund, Inc. Institutional Shares
Expenses: 0.97% (Better than 1% of similar funds)
This is an OK choice for a Emerging Markets International Stocks fund. See why »
Hartford Quality Value Fund Class Y
Expenses: 0.55% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
DWS Capital Growth Fund - Class A
Expenses: 0.94% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
Osterweis Strategic Income Fund
Expenses: 0.84% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
Schroder Long Duration Investment-Grade Bond Fund Investor Shares
Expenses: 0.32% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
BNY Mellon Bond Fund Class Investor
Expenses: 0.80% (Better than 0% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
Sterling Capital Behavioral Large Cap Value Equity Fund Institutional
Expenses: 0.64% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class L
Expenses: 1.32% (Better than 0% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
T. Rowe Price Tax-Efficient Equity Fund
Expenses: 0.78% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
Thornburg California Limited Term Municipal Fund Class I
Expenses: 0.67% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
VanEck Emerging Markets Fund Class Y
Expenses: 1.10% (Better than 1% of similar funds)
This is an OK choice for a Emerging Markets International Stocks fund. See why »
JPMorgan Realty Income Fund Class L
Expenses: 0.78% (Better than 1% of similar funds)
This is an OK choice for a Real Estate Alternatives fund. See why »
Brown Capital Management International Small Company Fund Institutional Shares
Expenses: 1.19% (Better than 1% of similar funds)
This is an OK choice for a Mid-Cap Growth International Stocks fund. See why »
Invesco DB US Dollar Index Bearish Fund
Expenses: 0.75% (Better than 1% of similar funds)
This is an OK choice for a World Money Market fund. See why »
Innovator Lunt Low Vol/High Beta Tactical ETF
Expenses: 0.49% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
American Beacon International Equity Fund Class A
Expenses: 1.15% (Better than 0% of similar funds)
This is an OK choice for a Large Value International 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© 2026 Adam Fortuna
Site Map