Expense Ratio Rating
5 /10
Expense Rating
1 /10
Market Score
4 /10
Category Score
8 /10
Market Size
4 /10
We found 8,043 US Stocks Large Value funds. Here they are ordered by FI Score.
Morgan Stanley Institutional Fund, Inc. U.S. Real Estate Portfolio Class I
Expenses: 0.90% (Better than 1% of similar funds)
This is a bad choice for a Real Estate Alternatives fund. See why »
Touchstone International Equity Fund Class A
Expenses: 1.30% (Better than 0% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
Credit Suisse Strategic Income Fund Class I Shares
Expenses: 0.99% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Credit Suisse Managed Futures Strategy Fund Class C
Expenses: 2.30% (Better than 0% of similar funds)
This is a bad choice for a Future Alternatives fund. See why »
BNY Mellon High Yield Fund - Class C
Expenses: 1.70% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Eventide Healthcare & Life Sciences Fund CLASS C SHARES
Expenses: 2.29% (Better than 0% of similar funds)
This is a bad choice for a Healthcare Sector Equity fund. See why »
City National Rochdale Short Term Emerging Markets Debt Fund Class Y
Expenses: 0.98% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
American Beacon SiM High Yield Opportunities Fund C Class
Expenses: 1.89% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Hartford Moderate Allocation Fund Class C
Expenses: 1.30% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
BNY Mellon Balanced Opportunity Fund - Class A
Expenses: 1.20% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Virtus Newfleet Dynamic Credit ETF
Expenses: 0.69% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
TigerShares UP Fintech China-U.S. Internet Titans ETF
Expenses: 0.59% (Better than 0% of similar funds)
This is a bad choice for a Consumer Cyclicals Sector Equity fund. See why »
Causeway Global Value Fund Investor
Expenses: 1.16% (Better than 0% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
Invesco Global Real Estate Fund Class C
Expenses: 2.02% (Better than 0% of similar funds)
This is a bad choice for a Real Estate Sector Equity fund. See why »
Sierra Tactical Municipal Fund Institutional Shares
Expenses: 0.98% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
Calvert Global Energy Solutions Fund Class A
Expenses: 1.26% (Better than 0% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
Wells Fargo Growth Balanced Fund - Class A
Expenses: 1.07% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
MainStay MacKay Infrastructure Bond Fund Class C
Expenses: 1.96% (Better than 0% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
Touchstone Dynamic Global Allocation Fund C
Expenses: 1.24% (Better than 0% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
Shelton Capital Management U.S. Government Securities Fund Direct Shares
Expenses: 0.76% (Better than 0% of similar funds)
This is a bad choice for a Government Bond Bond 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