• jvaax
• Mutual Fund
• US Stocks
• Large Value

JPMorgan Value Advantage Fund Class A

Expenses: 1.14% (Better than 0% of similar funds)

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

• oincx
• Mutual Fund
• US Stocks
• Large Value

JPMorgan Equity Income Fund Class C

Expenses: 1.48% (Better than 0% of similar funds)

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

• mfgsx
• Mutual Fund
• Bond
• Government Bond

MFS Government Securities Fund Class A

Expenses: 0.84% (Better than 0% of similar funds)

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

• pckax
• Mutual Fund
• US Stocks
• Small Blend

PIMCO StocksPLUS® Small Fund Class A

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

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

• ostix
• Mutual Fund
• Bond
• High Yield Bond

Osterweis Strategic Income Fund

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

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

• tlrcx
• Mutual Fund
• Bond
• Total US Bond Market

Federated Total Return Bond Fund Class C Shares

Expenses: 1.43% (Better than 0% of similar funds)

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

• jatix
• Mutual Fund
• Sector Equity
• Technology

Janus Henderson Global Technology and Innovation Fund Class I

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

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

• mbdfx
• Mutual Fund
• Bond
• Total US Bond Market

AMG GW&K Core Bond ESG Fund - Class I

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

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

• jakax
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® 2060 Fund Class A

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

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

• csrsx
• Mutual Fund
• Alternatives
• Real Estate

Cohen & Steers Realty Shares Fund Class L

Expenses: 0.92% (Better than 1% of similar funds)

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

• meicx
• Mutual Fund
• US Stocks
• Large Value

MFS Value Fund Class C

Expenses: 1.57% (Better than 0% of similar funds)

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

• urtlx
• Mutual Fund
• Alternatives
• Real Estate

JPMorgan Realty Income Fund Class L

Expenses: 0.78% (Better than 1% of similar funds)

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

• bbisx
• Mutual Fund
• US Stocks
• Large Value

Sterling Capital Behavioral Large Cap Value Equity Fund Institutional

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

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

• cibcx
• Mutual Fund
• Allocation
• Total World

American Funds Capital Income Builder® Class C

Expenses: 1.36% (Better than 0% of similar funds)

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

• bhyax
• Mutual Fund
• Bond
• High Yield Bond

BlackRock High Yield Bond Portfolio Investor A Shares

Expenses: 0.92% (Better than 1% of similar funds)

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

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

SEI Asset Allocation Trust Core Market Strategy Fund Class F

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

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

• eihix
• Mutual Fund
• Bond
• High Yield Bond

Eaton Vance High Income Opportunities Fund Class I

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

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

• plmax
• Mutual Fund
• Money Market
• World

PIMCO Emerging Markets Currency and Short-Term Investments Fund Class A

Expenses: 1.28% (Better than 1% of similar funds)

This is an OK choice for a World Money Market fund. See why »

• aqgix
• Mutual Fund
• Allocation
• Total World

AQR Global Equity Fund Class I

Expenses: 0.80% (Better than 1% of similar funds)

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

• fhaux
• Mutual Fund
• Allocation
• Target-Date

Fidelity Freedom® Blend 2025 Fund

Expenses: 0.52% (Better than 0% of similar funds)

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