• eitmx
• Mutual Fund
• US Stocks
• Large Growth

Eaton Vance Tax-Managed Growth 1.1 Fund Class I

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

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

• fcstx
• Mutual Fund
• Bond
• Municipal Bond

Fidelity® California Limited Term Tax-Free Bond Fund

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

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

• mitfx
• Mutual Fund
• Bond
• Municipal Bond

BMO Intermediate Tax Free Fund Class Y

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

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

• mmhyx
• Mutual Fund
• Bond
• Municipal Bond

MFS Municipal High Income Fund Class A

Expenses: 0.66% (Better than 1% of similar funds)

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

• ibmi
• ETF
• Bond
• Municipal Bond

iShares iBonds Sep 2020 Term Muni Bond ETF

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

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

• lutax
• Mutual Fund
• Bond
• Government Bond

Columbia U.S. Treasury Index Fund Class A

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

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

• acitx
• Mutual Fund
• Bond
• Government Bond

American Century Inflation Adjusted Bond Fund Investor Class

Expenses: 0.47% (Better than 1% of similar funds)

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

• muisx
• Mutual Fund
• Bond
• Municipal Bond

BMO Ultra Short Tax-Free Fund Class I

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

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

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

Pacific Funds Portfolio Optimization Growth 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 »

• pgbox
• Mutual Fund
• Bond
• Total US Bond Market

JPMorgan Core Bond Fund Class A

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

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

• vgt
• ETF
• Sector Equity
• Technology

Vanguard Information Technology Index Fund ETF Shares

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

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

• wfilx
• Mutual Fund
• US Stocks
• Large Blend

Wells Fargo Index Fund - Class A

Expenses: 0.45% (Better than 1% of similar funds)

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

• xlg
• ETF
• US Stocks
• Large Blend

Invesco S&P 500 Top 50 ETF

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

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

• ppvfx
• Mutual Fund
• Bond
• High Yield Bond

American Funds Preservation Portfolio Class F-1

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

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

• rpg
• ETF
• US Stocks
• Large Growth

Invesco S&P 500 Pure Growth ETF

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

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

• rwx
• ETF
• Sector Equity
• Real Estate

SPDR Dow Jones International Real Estate ETF

Expenses: 0.59% (Better than 1% of similar funds)

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

• scpzx
• Mutual Fund
• Bond
• Total US Bond Market

Carillon Reams Core Plus Bond Fund Class I

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

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

• sgtix
• Mutual Fund
• Bond
• Municipal Bond

Wells Fargo California Tax-Free Fund - Class Inst

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

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

• shmmx
• Mutual Fund
• Bond
• Municipal Bond

Western Asset Managed Municipals Fund Class A

Expenses: 0.66% (Better than 1% of similar funds)

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

• tcilx
• Mutual Fund
• Bond
• Government Bond

TIAA-CREF Inflation-Linked Bond Fund Retail Class

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

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