• bmgax
• Mutual Fund
• US Stocks
• Mid-Cap Growth

BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares

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

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »

• blaix
• Mutual Fund
• Allocation
• Target-Date

BlackRock LifePath® Smart Beta Retirement Fund Institutional Shares

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

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

• bsmp
• ETF
• Bond
• Municipal Bond

Invesco BulletShares (R) 2025 Municipal Bond ETF

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

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

• dhlax
• Mutual Fund
• US Stocks
• Large Value

Diamond Hill Large Cap Fund Class A

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

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

• diax
• Mutual Fund
• Other
• Options-based

Nuveen Dow 30 Dynamic Overwrite Fund

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

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

• pblax
• Mutual Fund
• US Stocks
• Large Growth

Principal Blue Chip Fund Class A

Expenses: 1.00% (Better than 1% of similar funds)

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

• csvix
• Mutual Fund
• US Stocks
• Small Blend

Calvert Small-Cap Fund Class I

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

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

• qld
• ETF
• Alternative
• Leveraged Equities

ProShares Ultra QQQ

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

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

• cvmix
• Mutual Fund
• International Stocks
• Emerging Markets

Calvert Emerging Markets Equity Fund Class I

Expenses: 0.97% (Better than 1% of similar funds)

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

• opgix
• Mutual Fund
• Allocation
• Total World

Invesco Oppenheimer Global Opportunities Fund Class A

Expenses: 1.09% (Better than 1% of similar funds)

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

• ncatx
• Mutual Fund
• Bond
• Municipal Bond

Northern California Tax-Exempt Fund

Expenses: 0.46% (Better than 1% of similar funds)

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

• qfvix
• Mutual Fund
• International Stocks
• Large Value

Pear Tree Polaris Foreign Value Fund Class Institutional

Expenses: 1.04% (Better than 1% of similar funds)

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

• otcax
• Mutual Fund
• US Stocks
• Mid-Cap Growth

MFS Mid Cap Growth Fund Class A

Expenses: 1.09% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »

• osmax
• Mutual Fund
• International Stocks
• Mid-Cap Growth

Invesco Oppenheimer International Small-Mid Company Fund Class A

Expenses: 1.31% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth International Stocks fund. See why »

• ealtx
• Mutual Fund
• Bond
• Municipal Bond

Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class A

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

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

• sshix
• Mutual Fund
• Bond
• High Yield Bond

Wells Fargo Short-Term Bond Fund - Class Inst

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

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

• eigmx
• Mutual Fund
• Bond
• High Yield Bond

Eaton Vance Global Macro Absolute Return Fund Class I

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

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

• hfaix
• Mutual Fund
• Bond
• International

Janus Henderson Developed World Bond Fund Class I

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

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

• exflx
• Mutual Fund
• Bond
• Municipal Bond

Eaton Vance Floating-Rate Municipal Income Fund Class A

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

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

• exosx
• Mutual Fund
• International Stocks
• Large Growth

Manning & Napier Overseas Series Class I

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

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