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

The Hartford Balanced Income Fund Class A

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

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

• acwf
• ETF
• Allocation
• Total World

iShares Edge MSCI Multifactor Global ETF

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

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

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

Pacific Funds Portfolio Optimization Conservative Fund Advisor Class

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

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

• aiavx
• Mutual Fund
• Bond
• Government Bond

American Century Inflation Adjusted Bond Fund A Class

Expenses: 0.72% (Better than 0% of similar funds)

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

• bxmx
• Mutual Fund
• Other
• Options-based

Nuveen S&P 500 Buy-Write Income Fund

Expenses: 0.91% (Better than 1% of similar funds)

This is an OK choice for a Options-based Other fund. See why »

• jnyix
• Mutual Fund
• Bond
• Municipal Bond

JPMorgan New York Tax Free Bond Fund Class I

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

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

• dnmzx
• Mutual Fund
• Bond
• Municipal Bond

PGIM National Muni Fund - Class Z

Expenses: 0.63% (Better than 1% of similar funds)

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

• hwdix
• Mutual Fund
• Bond
• High Yield Bond

The Hartford World Bond Fund Class I

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

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

• fkbax
• Mutual Fund
• Bond
• Total US Bond Market

Franklin Total Return Fund Class A

Expenses: 0.86% (Better than 0% of similar funds)

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

• bausx
• Mutual Fund
• Bond
• Municipal Bond

BMO Ultra Short Tax-Free Fund Class A

Expenses: 0.55% (Better than 1% of similar funds)

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

• fkutx
• Mutual Fund
• Sector Equity
• Utilities

Franklin Utilities Fund Class A1

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

This is an OK choice for a Utilities Sector Equity fund. See why »

• ewx
• ETF
• International Stocks
• Emerging Markets

SPDR S&P Emerging Markets Small Cap ETF

Expenses: 0.65% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks fund. See why »

• btiax
• Mutual Fund
• Bond
• Government Bond

Northern U.S. Treasury Index Fund

Expenses: 0.18% (Better than 1% of similar funds)

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

• prhsx
• Mutual Fund
• Sector Equity
• Healthcare

T. Rowe Price Health Sciences Fund

Expenses: 0.76% (Better than 1% of similar funds)

This is an OK choice for a Healthcare Sector Equity fund. See why »

• ibdd
• ETF
• Bond
• High Yield Bond

iShares iBonds Mar 2023 Term Corporate ETF

Expenses: 0.10% (Better than 1% of similar funds)

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

• einyx
• Mutual Fund
• Bond
• Municipal Bond

Eaton Vance New York Municipal Income Fund Class I

Expenses: 0.53% (Better than 1% of similar funds)

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

• oppax
• Mutual Fund
• Allocation
• Total World

Invesco Oppenheimer Global Fund Class A

Expenses: 1.06% (Better than 1% of similar funds)

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

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

Calvert Moderate Allocation Fund Class A

Expenses: 0.42% (Better than 1% of similar funds)

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

• hfxj
• ETF
• International Stocks
• Japan Stock

IQ 50 Percent Hedged FTSE Japan ETF

Expenses: 0.30% (Better than 1% of similar funds)

This is an OK choice for a Japan Stock International Stocks fund. See why »

• tqqq
• ETF
• Alternative
• Leveraged Equities

ProShares UltraPro QQQ

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

This is an OK choice for a Leveraged Equities Alternative fund. See why »