• ptdax
• Mutual Fund
• Allocation
• Target-Date

Principal LifeTime 2040 Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation 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 »

• 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 »

• 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 »

• mcoix
• Mutual Fund
• Bond
• Municipal Bond

MainStay MacKay California Tax Free Opportunities Fund Class I

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

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

• byld
• ETF
• Bond
• Total US Bond Market

iShares Yield Optimized Bond ETF

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

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

• cmgix
• Mutual Fund
• US Stocks
• Mid-Cap Growth

BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares

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

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »

• mgbix
• Mutual Fund
• Bond
• Total US Bond Market

AMG Managers Loomis Sayles Bond Fund Class I

Expenses: 0.52% (Better than 1% of similar funds)

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

• fhtkx
• Mutual Fund
• Allocation
• Target-Date

Fidelity Freedom® 2040 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 »

• fkdnx
• Mutual Fund
• US Stocks
• Large Growth

Franklin DynaTech Fund Class A

Expenses: 0.85% (Better than 1% of similar funds)

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