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

JPMorgan Diversified Fund Class I

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

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

• mfjax
• Mutual Fund
• Allocation
• Target-Date

MFS Lifetime 2060 Fund Class A

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

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

• jvaax
• Mutual Fund
• US Stocks
• Large Value

JPMorgan Value Advantage Fund Class A

Expenses: 1.14% (Better than 0% of similar funds)

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

• piotx
• Mutual Fund
• US Stocks
• Large Blend

Pioneer Core Equity Fund Class A

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

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

• mfgsx
• Mutual Fund
• Bond
• Government Bond

MFS Government Securities Fund Class A

Expenses: 0.84% (Better than 0% of similar funds)

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

• pckax
• Mutual Fund
• US Stocks
• Small Blend

PIMCO StocksPLUS® Small Fund Class A

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

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

• ltcix
• Mutual Fund
• Bond
• Municipal Bond

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 »

• mfecx
• Mutual Fund
• US Stocks
• Large Growth

MFS Growth Fund Class C

Expenses: 1.65% (Better than 0% of similar funds)

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

• cibcx
• Mutual Fund
• Allocation
• Total World

American Funds Capital Income Builder® Class C

Expenses: 1.36% (Better than 0% of similar funds)

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

• fimyx
• Mutual Fund
• Bond
• Municipal Bond

Federated Intermediate Municipal Trust Institutional Shares

Expenses: 0.48% (Better than 1% of similar funds)

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

• urtlx
• Mutual Fund
• Alternatives
• Real Estate

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 »

• uasbx
• Mutual Fund
• Bond
• High Yield Bond

USAA Short-Term Bond Fund Adviser Shares

Expenses: 0.82% (Better than 1% of similar funds)

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

• polrx
• Mutual Fund
• US Stocks
• Large Growth

Polen Growth Fund Investor Class

Expenses: 1.25% (Better than 0% of similar funds)

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

• jbgax
• Mutual Fund
• US Stocks
• Large Growth

John Hancock Funds II Blue Chip Growth Fund Class A

Expenses: 1.14% (Better than 0% of similar funds)

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

• cdl
• ETF
• US Stocks
• Large Value

VictoryShares US Large Cap High Div Volatility Wtd ETF

Expenses: 0.35% (Better than 1% of similar funds)

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

• twvlx
• Mutual Fund
• US Stocks
• Large Value

American Century Value Fund Investor Class

Expenses: 1.00% (Better than 0% of similar funds)

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

• oglnx
• Mutual Fund
• Allocation
• Total World

Invesco Oppenheimer Global Fund Class R

Expenses: 1.32% (Better than 0% of similar funds)

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

• oaygx
• Mutual Fund
• Allocation
• Total World

Oakmark Global Fund Class Advisor

Expenses: 1.05% (Better than 1% of similar funds)

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

• nseix
• Mutual Fund
• US Stocks
• Large Value

Nicholas Equity Income Fund Class I

Expenses: 0.73% (Better than 1% of similar funds)

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

• tiqix
• Mutual Fund
• Allocation
• Total World

Touchstone Global ESG Equity Fund - Class Y

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

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