• jpdex
• Mutual Fund
• US Stocks
• Large Growth

JPMorgan Tax Aware Equity Fund Class I

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

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

• ibml
• ETF
• Bond
• Municipal Bond

iShares iBonds Dec 2023 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 »

• fslcx
• Mutual Fund
• US Stocks
• Small Blend

Fidelity® Small Cap Stock Fund

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

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

• ieo
• ETF
• Sector Equity
• Energy

iShares U.S. Oil & Gas Exploration & Production ETF

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

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

• ftfqx
• Mutual Fund
• Bond
• Municipal Bond

Franklin California Tax Free Income Fund Class A

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

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

• trrux
• Mutual Fund
• Allocation
• Target-Date

T. Rowe Price Target 2020 Fund

Expenses: 0.14% (Better than 1% of similar funds)

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

• fwtkx
• Mutual Fund
• Allocation
• Target-Date

Fidelity Freedom® 2035 Fund Class K6

Expenses: 0.49% (Better than 0% of similar funds)

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

• fxh
• ETF
• Sector Equity
• Healthcare

First Trust Health Care AlphaDEX Fund

Expenses: 0.62% (Better than 1% of similar funds)

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

• tltd
• ETF
• International Stocks
• Large Value

FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

Expenses: 0.39% (Better than 1% of similar funds)

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

• tlvix
• Mutual Fund
• US Stocks
• Large Value

Thrivent Large Cap Value Fund Class S

Expenses: 0.54% (Better than 1% of similar funds)

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