Expense Ratio Rating
2 /10
Expense Rating
0 /10
Market Score
7 /10
Category Score
5 /10
Market Size
7 /10
We found 8,182 US Stocks Mid-Cap Value funds. Here they are ordered by FI Score.
MFS Moderate Allocation Fund Class C
Expenses: 1.09% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
MFS Municipal Income Fund Class B1
Expenses: 1.27% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
Hartford Inflation Plus Fund Class Y
Expenses: 0.58% (Better than 1% of similar funds)
This is a bad choice for a Government Bond Bond fund. See why »
Matthews Japan Fund Investor Class
Expenses: 0.93% (Better than 0% of similar funds)
This is a bad choice for a Japan Stock International Stocks fund. See why »
T. Rowe Price Global Technology Fund
Expenses: 0.88% (Better than 0% of similar funds)
This is a bad choice for a Technology Sector Equity fund. See why »
Invesco DWA Energy Momentum ETF
Expenses: 0.60% (Better than 1% of similar funds)
This is a bad choice for a Energy Sector Equity fund. See why »
WisdomTree Managed Futures Strategy Fund
Expenses: 0.65% (Better than 1% of similar funds)
This is a bad choice for a Future Alternatives fund. See why »
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
Expenses: 0.40% (Better than 1% of similar funds)
This is a bad choice for a Consumer Cyclicals Sector Equity fund. See why »
BlackRock Income Fund Investor A Shares
Expenses: 0.87% (Better than 0% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
PIMCO Real Return Fund Class A
Expenses: 1.38% (Better than 0% of similar funds)
This is a bad choice for a Government Bond Bond fund. See why »
Pacific Funds Portfolio Optimization Moderate-Conservative Fund Class A
Expenses: 0.60% (Better than 1% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
PIMCO TRENDS Managed Futures Strategy Fund Class I-3
Expenses: 1.52% (Better than 1% of similar funds)
This is a bad choice for a Future Alternatives fund. See why »
American Century Emerging Markets Fund Investor Class
Expenses: 1.25% (Better than 1% of similar funds)
This is a bad choice for a Emerging Markets International Stocks fund. See why »
Putnam RetirementReady 2035 Fund Class A
Expenses: 0.39% (Better than 1% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
PGIM Jennison Utility Fund- Class A
Expenses: 0.84% (Better than 1% of similar funds)
This is a bad choice for a Utilities Sector Equity fund. See why »
ProShares UltraPro Short Dow30
Expenses: 0.95% (Better than 0% of similar funds)
This is a bad choice for a Inverse Alternative fund. See why »
Xtrackers Short Duration High Yield Bond ETF
Expenses: 0.20% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
SEI Asset Allocation Trust Conservative Strategy Allocation Fund Class F
Expenses: 0.35% (Better than 1% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
SEI Institutional Managed Trust Global Managed Volatility Fund Class F
Expenses: 1.11% (Better than 1% of similar funds)
This is a bad choice for a Total World Allocation 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