• peqnx
• Mutual Fund
• US Stocks
• Large Value

Putnam Equity Income Fund Class B

Expenses: 1.66% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

• peqcx
• Mutual Fund
• US Stocks
• Large Value

Putnam Equity Income Fund Class C

Expenses: 1.66% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

• eos
• Mutual Fund
• Other
• Options-based

Eaton Vance Enhanced Equity Income Fund II

Expenses: 1.09% (Better than 0% of similar funds)

This is a bad choice for a Options-based Other fund. See why »

• esgf
• ETF
• Allocation
• Total World

Invesco Global ESG Revenue ETF

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

This is a bad choice for a Total World Allocation fund. See why »

• esgw
• ETF
• Allocation
• Total World

Columbia Sustainable Global Equity Income ETF

Expenses: 0.40% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

• hgxvx
• Mutual Fund
• Allocation
• Total World

Hartford Global Impact Fund Class R6

Expenses: 0.63% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

• grnb
• ETF
• Bond
• High Yield Bond

VanEck Vectors Green 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 »

• fcal
• ETF
• Bond
• Municipal Bond

First Trust California Municipal High Income ETF

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

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

• fcitx
• Mutual Fund
• Bond
• Municipal Bond

Franklin Federal Intermediate-Term Tax-Free Income Fund Class C

Expenses: 1.11% (Better than 0% of similar funds)

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

• tneax
• Mutual Fund
• Allocation
• Target-Date

Invesco Balanced-Risk Retirement 2050 Fund Class A

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

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

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

The Hartford Balanced Income Fund Class R3

Expenses: 1.26% (Better than 0% of similar funds)

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

• ffrsx
• Mutual Fund
• Bond
• High Yield Bond

Federated Floating Rate Strategic Income Fund Institutional Shares

Expenses: 0.69% (Better than 1% of similar funds)

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

• hfatx
• Mutual Fund
• Bond
• International

Janus Henderson Developed World Bond Fund Class T

Expenses: 0.90% (Better than 0% of similar funds)

This is a bad choice for a International Bond fund. See why »

• fidsx
• Mutual Fund
• Sector Equity
• Financial Services

Fidelity® Select Financial Services Portfolio

Expenses: 0.76% (Better than 1% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why »

• hipix
• Mutual Fund
• Bond
• Government Bond

Hartford Inflation Plus Fund Class I

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

• hiptx
• Mutual Fund
• Bond
• Government Bond

Hartford Inflation Plus Fund Class R5

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

• hisvx
• Mutual Fund
• US Stocks
• Small Blend

Harbor Small Cap Value Fund Investor Class

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

• hlmgx
• Mutual Fund
• Allocation
• Total World

Harding Loevner Global Equity Portfolio Advisor Class

Expenses: 1.12% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

• flrsx
• Mutual Fund
• Allocation
• Target-Date

Franklin LifeSmart™ 2030 Retirement Target Fund Class A

Expenses: 0.34% (Better than 1% of similar funds)

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

• hqbtx
• Mutual Fund
• Bond
• Total US Bond Market

Hartford Quality Bond Fund Class R5

Expenses: 0.56% (Better than 1% of similar funds)

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