• fscax
• Mutual Fund
• US Stocks
• Small Value

Nuveen Small Cap Value Fund Class A

Expenses: 1.20% (Better than 1% of similar funds)

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

• baeix
• Mutual Fund
• US Stocks
• Large Value

Sterling Capital Equity Income Fund Class A

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

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

• sencx
• Mutual Fund
• US Stocks
• Large Blend

Touchstone Large Cap Focused Fund Class A

Expenses: 0.97% (Better than 0% of similar funds)

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

• opcax
• Mutual Fund
• Bond
• Municipal Bond

Invesco Oppenheimer Rochester California Municipal Fund Class A

Expenses: 0.93% (Better than 0% of similar funds)

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

• pobax
• Mutual Fund
• Allocation
• All-In-One

Pacific Funds Portfolio Optimization Moderate-Conservative Fund Class A

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

• fcitx
• Mutual Fund
• Bond
• Municipal Bond

Franklin Federal Intermediate-Term Tax-Free Income Fund Class C

Expenses: 1.11% (Better than 0% of similar funds)

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

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

Hartford Schroders US MidCap Opportunities Fund Class Y

Expenses: 0.95% (Better than 1% of similar funds)

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

• usnyx
• Mutual Fund
• Bond
• Municipal Bond

USAA New York Bond Fund

Expenses: 0.60% (Better than 1% of similar funds)

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

• jhms
• ETF
• Sector Equity
• Consumer Defensive

John Hancock Multifactor Consumer Staples ETF

Expenses: 0.40% (Better than 1% of similar funds)

This is a bad choice for a Consumer Defensive Sector Equity fund. See why »

• fnyix
• Mutual Fund
• Bond
• Municipal Bond

Franklin New York Tax Free Income Fund Class C

Expenses: 1.18% (Better than 0% of similar funds)

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

• jdgtx
• Mutual Fund
• Allocation
• Total World

Janus Henderson Global Income Managed Volatility Fund Class T

Expenses: 0.74% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

• pladx
• Mutual Fund
• Bond
• High Yield Bond

Pacific Funds Short Duration Income Fund Class A

Expenses: 0.75% (Better than 1% of similar funds)

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

• ltnyx
• Mutual Fund
• Bond
• Municipal Bond

Invesco Oppenheimer Rochester Limited Term New York Municipal Fund Class A

Expenses: 0.90% (Better than 0% of similar funds)

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

• fcal
• ETF
• Bond
• Municipal Bond

First Trust California Municipal High Income ETF

Expenses: 0.50% (Better than 1% of similar funds)

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

• ffr
• ETF
• Sector Equity
• Real Estate

First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Sector Equity fund. See why »

• mtmax
• Mutual Fund
• Bond
• Total US Bond Market

MainStay MacKay Total Return Bond Fund Class A

Expenses: 0.88% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

• jblbx
• Mutual Fund
• Allocation
• All-In-One

John Hancock Funds II Multimanager Lifestyle Balanced Portfolio Class B

Expenses: 1.23% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

• jclbx
• Mutual Fund
• Allocation
• All-In-One

John Hancock Funds II Multimanager Lifestyle Balanced Portfolio Class C

Expenses: 1.23% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

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

Reverse Cap Weighted U.S. Large Cap 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 »

• mtzix
• Mutual Fund
• Allocation
• Target-Date

Manning & Napier Target 2055 Series Class I

Expenses: 0.20% (Better than 1% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »