Expense Ratio Rating
8 /10
Expense Rating
4 /10
Market Score
4 /10
Category Score
8 /10
Market Size
4 /10
$JPIVX Alternatives
Different Funds
We found 8,043 US Stocks Large Value funds. Here they are ordered by FI Score.
- smmyx
- Mutual Fund
- Bond
- Municipal Bond
Western Asset Managed Municipals Fund Class I
Expenses: 0.49% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- srjsx
- Mutual Fund
- Allocation
- Target-Date
JPMorgan SmartRetirement® 2035 Fund Class I
Expenses: 0.22% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- ssfnx
- Mutual Fund
- Allocation
- Target-Date
State Street Target Retirement Fund Class I
Expenses: -0.03% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- bscl
- ETF
- Bond
- High Yield Bond
Invesco BulletShares 2021 Corporate Bond ETF
Expenses: 0.10% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
- bbre
- ETF
- Alternatives
- Real Estate
JPMorgan BetaBuilders MSCI U.S. REIT ETF
Expenses: 0.11% (Better than 1% of similar funds)
This is an OK choice for a Real Estate Alternatives fund. See why »
- tdtt
- ETF
- Bond
- Government Bond
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
Expenses: 0.18% (Better than 1% of similar funds)
This is an OK choice for a Government Bond Bond fund. See why »
- prulx
- Mutual Fund
- Bond
- Government Bond
T. Rowe Price U.S. Treasury Long-Term Fund
Expenses: 0.30% (Better than 1% of similar funds)
This is an OK choice for a Government Bond Bond fund. See why »
- mtbix
- Mutual Fund
- Bond
- Municipal Bond
MainStay MacKay Tax Free Bond Fund Class I
Expenses: 0.52% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- smtsx
- Mutual Fund
- Allocation
- Target-Date
JPMorgan SmartRetirement® 2040 Fund Class I
Expenses: 0.22% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- sscnx
- Mutual Fund
- Allocation
- Target-Date
State Street Target Retirement 2040 Fund Class I
Expenses: 0.07% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- paxwx
- Mutual Fund
- Allocation
- All-In-One
Pax Sustainable Allocation Fund Individual Investor Class
Expenses: 0.30% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- twtix
- Mutual Fund
- Bond
- Municipal Bond
American Century Intermediate Term Tax-Free Bond Fund Investor Class
Expenses: 0.47% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- taiax
- Mutual Fund
- Allocation
- All-In-One
American Funds Tax-Aware Conservative Growth and Income Portfolio Class A
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- noitx
- Mutual Fund
- Bond
- Municipal Bond
Northern Intermediate Tax-Exempt Fund
Expenses: 0.45% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- jpst
- ETF
- Alternative
- Short
JPMorgan Ultra-Short Income ETF
Expenses: 0.18% (Better than 1% of similar funds)
This is an OK choice for a Short Alternative fund. See why »
- vgenx
- Mutual Fund
- Sector Equity
- Energy
Vanguard Energy Fund Investor Shares
Expenses: 0.32% (Better than 1% of similar funds)
This is an OK choice for a Energy Sector Equity fund. See why »
- jttsx
- Mutual Fund
- Allocation
- Target-Date
JPMorgan SmartRetirement® 2020 Fund Class I
Expenses: 0.21% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- abndx
- Mutual Fund
- Bond
- Total US Bond Market
American Funds The Bond Fund of America® Class A
Expenses: 0.60% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »