• sesvx
• Mutual Fund
• US Stocks
• Small Value

SEI Institutional Managed Trust Small Cap Value Fund Class F

Expenses: 1.14% (Better than 1% of similar funds)

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

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

Wells Fargo Index Asset Allocation Fund - Class A

Expenses: 1.08% (Better than 0% of similar funds)

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

• sfcix
• Mutual Fund
• Bond
• Municipal Bond

Wells Fargo California Limited-Term Tax-Free Fund - Class A

Expenses: 0.80% (Better than 0% of similar funds)

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

• shfvx
• Mutual Fund
• US Stocks
• Large Value

ClearBridge All Cap Value Fund Class A

Expenses: 1.13% (Better than 0% of similar funds)

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

• shisx
• Mutual Fund
• Sector Equity
• Healthcare

BlackRock Health Sciences Opportunities Portfolio Service Shares

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

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

• shrcx
• Mutual Fund
• Bond
• Municipal Bond

Western Asset California Municipals Fund Class A

Expenses: 0.76% (Better than 0% of similar funds)

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

• smtcx
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® 2040 Fund Class C

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

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

• ssthx
• Mutual Fund
• Bond
• High Yield Bond

Wells Fargo Short-Term High Yield Bond Fund - Class A

Expenses: 0.81% (Better than 1% of similar funds)

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

• stmcx
• Mutual Fund
• Bond
• Municipal Bond

JPMorgan Short-Intermediate Municipal Bond Fund Class C

Expenses: 1.20% (Better than 0% of similar funds)

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

• stsex
• Mutual Fund
• US Stocks
• Large Blend

BlackRock Exchange Portfolio BlackRock Shares

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

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

• thnix
• Mutual Fund
• Bond
• Municipal Bond

Thornburg New Mexico Intermediate Municipal Fund Class I

Expenses: 0.67% (Better than 1% of similar funds)

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

• tmmax
• Mutual Fund
• US Stocks
• Large Value

SEI Institutional Managed Trust Tax-Managed Volatility Fund Class F

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

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

• wamcx
• Mutual Fund
• US Stocks
• Small Growth

Wasatch Ultra Growth Fund

Expenses: 1.24% (Better than 0% of similar funds)

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

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

Wells Fargo WealthBuilder Equity Fund Class A

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

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

• wfhy
• ETF
• Bond
• High Yield Bond

WisdomTree U.S. High Yield Corporate Bond Fund

Expenses: 0.38% (Better than 1% of similar funds)

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

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

Wells Fargo WealthBuilder Moderate Balanced Fund Class A

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

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

• bttrx
• Mutual Fund
• Bond
• Government Bond

American Century Zero Coupon 2025 Fund Investor Class

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

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

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

Columbia Balanced Fund Class C

Expenses: 1.70% (Better than 0% of similar funds)

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

• jfifx
• Mutual Fund
• Sector Equity
• Financial Services

John Hancock Financial Industries Fund Class I

Expenses: 0.96% (Better than 0% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why »

• abqux
• Mutual Fund
• Bond
• Total US Bond Market

AB Total Return Bond Portfolio Class A

Expenses: 0.77% (Better than 1% of similar funds)

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