• 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 »

• dial
• ETF
• Bond
• Total US Bond Market

Columbia Diversified Fixed Income Allocation ETF

Expenses: 0.28% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond 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 »

• 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 »

• gqre
• ETF
• Sector Equity
• Real Estate

FlexShares Global Quality Real Estate Index Fund

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

This is an OK choice for a Real Estate Sector Equity 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 »

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

MainStay Moderate Allocation Fund Class A

Expenses: 0.36% (Better than 1% of similar funds)

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

• fhldx
• Mutual Fund
• Allocation
• Target-Date

Fidelity Freedom® Blend 2025 Fund Class K6

Expenses: 0.31% (Better than 1% of similar funds)

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

• lisax
• Mutual Fund
• Bond
• Municipal Bond

Lord Abbett Intermediate Tax Free Fund Class A

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond 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 »

• stbcx
• Mutual Fund
• Bond
• High Yield Bond

Invesco Short Term Bond Fund Class C

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond 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 »

• corp
• ETF
• Bond
• High Yield Bond

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

Expenses: 0.20% (Better than 1% of similar funds)

This is an OK choice for a High Yield 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 »

• 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 »

• 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 »

• ntaux
• Mutual Fund
• Alternative
• Short

Northern Tax-Advantaged Ultra-Short Fixed Income Fund

Expenses: 0.25% (Better than 1% of similar funds)

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

• sopyx
• Mutual Fund
• US Stocks
• Large Blend

ClearBridge Dividend Strategy Fund Class I

Expenses: 0.73% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks 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 »

• ibdr
• ETF
• Bond
• High Yield Bond

iShares iBonds Dec 2026 Term Corporate ETF

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

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