Expense Ratio Rating
6 /10
Expense Rating
2 /10
Market Score
9 /10
Category Score
5 /10
Market Size
9 /10
$OAKBX Alternatives
Similar Funds
We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.
- cclax
- Mutual Fund
- Allocation
- All-In-One
Calvert Conservative Allocation Fund Class A
Expenses: 0.44% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- prpfx
- Mutual Fund
- Allocation
- All-In-One
Permanent Portfolio Permanent Portfolio Class I
Expenses: 0.85% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- eiifx
- Mutual Fund
- Allocation
- All-In-One
Eaton Vance Balanced Fund Class I
Expenses: 0.73% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- nadcx
- Mutual Fund
- Allocation
- All-In-One
Nationwide Investor Destinations Moderately Conservative Fund Class A
Expenses: 0.55% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- mdcpx
- Mutual Fund
- Allocation
- All-In-One
BlackRock Balanced Capital Fund Investor A Shares
Expenses: 0.80% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- blpcx
- Mutual Fund
- Allocation
- All-In-One
American Funds Moderate Growth and Income Portfolio Class C
Expenses: 1.08% (Better than 0% of similar funds)
This is an OK choice for a All-In-One Allocation 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 »
- oarbx
- Mutual Fund
- Allocation
- All-In-One
Oakmark Equity And Income Fund Service Class
Expenses: 1.05% (Better than 0% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- jdvsx
- Mutual Fund
- Allocation
- All-In-One
JPMorgan Diversified Fund Class I
Expenses: 0.75% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- onaix
- Mutual Fund
- Allocation
- All-In-One
Invesco Select Risk: High Growth Investor Fund Class R
Expenses: 0.72% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- gaitx
- Mutual Fund
- Allocation
- All-In-One
American Funds Growth and Income Portfolio Class C
Expenses: 1.09% (Better than 0% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- mapox
- Mutual Fund
- Allocation
- All-In-One
Mairs & Power Balanced Fund Investor Class
Expenses: 0.71% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- pgbax
- Mutual Fund
- Allocation
- All-In-One
Principal Global Diversified Income Fund Class A
Expenses: 1.02% (Better than 0% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- ekbyx
- Mutual Fund
- Allocation
- All-In-One
Wells Fargo Diversified Capital Builder Fund - Class Inst
Expenses: 0.78% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- inpcx
- Mutual Fund
- Allocation
- All-In-One
American Funds Conservative Growth and Income Portfolio Class C
Expenses: 1.07% (Better than 0% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- pmaix
- Mutual Fund
- Allocation
- All-In-One
Pioneer Multi-Asset Income Fund A
Expenses: 0.85% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- oncix
- Mutual Fund
- Allocation
- All-In-One
Invesco Select Risk: Conservative Investor Fund Class R
Expenses: 0.68% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- sxmax
- Mutual Fund
- Allocation
- All-In-One
SEI Asset Allocation Trust Moderate Strategy Allocation 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 »