• spiax
• Mutual Fund
• US Stocks
• Large Blend

Invesco S&P 500 Index Fund Class A

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

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

• mcoix
• Mutual Fund
• Bond
• Municipal Bond

MainStay MacKay California Tax Free Opportunities 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 »

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

The Hartford MidCap Fund Class R5

Expenses: 0.84% (Better than 1% of similar funds)

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

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

Franklin Income Fund Class A

Expenses: 0.72% (Better than 1% of similar funds)

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

• jspmx
• Mutual Fund
• Allocation
• Total World

Janus Henderson Global Allocation Fund - Moderate Class T

Expenses: 0.34% (Better than 1% of similar funds)

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

• abhfx
• Mutual Fund
• Bond
• Municipal Bond

American High-Income Municipal Bond Fund® Class F-1

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

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

• seimx
• Mutual Fund
• Bond
• Municipal Bond

SEI Tax Exempt Trust Intermediate-Term Municipal Fund Class F

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

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

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

Oakmark Equity and Income Fund Class Advisor

Expenses: 0.68% (Better than 1% of similar funds)

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

• esml
• ETF
• US Stocks
• Small Blend

iShares ESG MSCI USA Small-Cap ETF

Expenses: 0.17% (Better than 1% of similar funds)

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

• fndsx
• Mutual Fund
• Bond
• Total US Bond Market

Fidelity® Sustainability Bond Index Fund

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

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

• bdhix
• Mutual Fund
• Allocation
• Total World

BlackRock Dynamic High Income Portfolio Institutional

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

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

• sgiix
• Mutual Fund
• Allocation
• Total World

First Eagle Global Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

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

• gapax
• Mutual Fund
• Allocation
• Total World

Goldman Sachs Dynamic Global Equity Fund Class A

Expenses: 0.58% (Better than 1% of similar funds)

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

• pbymx
• Mutual Fund
• Bond
• Municipal Bond

Pioneer AMT-Free Municipal 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 »

• jisgx
• Mutual Fund
• US Stocks
• Small Growth

JPMorgan Small Cap Growth Fund Class L

Expenses: 0.84% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US 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 »

• lceax
• Mutual Fund
• US Stocks
• Large Value

Invesco Diversified Dividend Fund Class A

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

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

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

QS Conservative Growth Fund Class I

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

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

• ombax
• Mutual Fund
• Bond
• Total US Bond Market

JPMorgan Mortgage-Backed Securities Fund Class A

Expenses: 0.64% (Better than 1% of similar funds)

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

• hqiyx
• Mutual Fund
• US Stocks
• Large Value

The Hartford Equity Income Fund Class Y

Expenses: 0.71% (Better than 1% of similar funds)

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