Expense Ratio Rating
7 /10
Expense Rating
0 /10
Market Score
9 /10
Category Score
5 /10
Market Size
9 /10
We found 8,203 US Stocks Small Value funds. Here they are ordered by FI Score.
Eventide Multi-Asset Income Fund Class I
Expenses: 0.95% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Touchstone International ESG Equity Fund Class Y
Expenses: 0.95% (Better than 1% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
JPMorgan Floating Rate Income Fund Class C
Expenses: 1.49% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
American Century Strategic Allocation: Conservative Fund A Class
Expenses: 1.25% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
American Beacon Balanced Fund Class A
Expenses: 1.01% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Thornburg Low Duration Income Fund Class A
Expenses: 0.70% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
BlackRock 20/80 Target Allocation Fund Investor C Shares
Expenses: 1.22% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
PIMCO California Municipal Bond Fund Class A
Expenses: 0.81% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
Hancock Horizon Diversified International Fund Investor Class
Expenses: 1.42% (Better than 0% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
ProShares UltraShort Nasdaq Biotechnology
Expenses: 0.95% (Better than 0% of similar funds)
This is a bad choice for a Inverse Alternative fund. See why »
MainStay MacKay Short Duration High Yield Fund Class C
Expenses: 1.86% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
MFS Lifetime 2020 Fund Class C
Expenses: 0.98% (Better than 0% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
BNY Mellon Connecticut Fund Class A
Expenses: 0.95% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
Mirova Global Green Bond Fund Class Y
Expenses: 0.71% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
William Blair International Small Cap Growth Fund Class N
Expenses: 1.48% (Better than 0% of similar funds)
This is a bad choice for a Mid-Cap Growth International Stocks fund. See why »
MainStay Conservative Allocation Fund Class C
Expenses: 1.30% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Putnam Fixed Income Absolute Return Fund Class B
Expenses: 1.06% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Sterling Capital Corporate Fund Institutional shares
Expenses: 0.68% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Minafi - The intersection of FI, minimalism & mindfulness.
Don't miss out on new posts, courses, interactive articles and more!
Join & Get Your First Course Free© 2025 Adam Fortuna
Site Map