Expense Ratio Rating
6 /10
Expense Rating
6 /10
Market Score
8 /10
Category Score
5 /10
Market Size
8 /10
$PTBAX Alternatives
Different Funds
We found 9,682 Allocation Target-Date funds. Here they are ordered by FI Score.
- ryvfx
- Mutual Fund
- US Stocks
- Small Value
Royce Small-Cap Value Fund Service Class
Expenses: 1.49% (Better than 0% of similar funds)
This is a bad choice for a Small Value US Stocks fund. See why »
- legr
- ETF
- Sector Equity
- Technology
First Trust Indxx Innovative Transaction & Process ETF
Expenses: 0.65% (Better than 1% of similar funds)
This is a bad choice for a Technology Sector Equity fund. See why »
- lgov
- ETF
- Bond
- Government Bond
First Trust Long Duration Opportunities ETF
Expenses: 0.70% (Better than 0% of similar funds)
This is a bad choice for a Government Bond Bond fund. See why »
- vnsax
- Mutual Fund
- US Stocks
- Large Blend
Natixis Vaughan Nelson Select Fund Class A
Expenses: 1.16% (Better than 0% of similar funds)
This is a bad choice for a Large Blend US Stocks fund. See why »
- azbax
- Mutual Fund
- US Stocks
- Small Blend
AllianzGI Small-Cap Fund Class A
Expenses: 1.18% (Better than 0% of similar funds)
This is a bad choice for a Small Blend US Stocks fund. See why »
- scuvx
- Mutual Fund
- US Stocks
- Small Blend
Hartford Schroders US Small Cap Opportunities Fund Class A
Expenses: 1.35% (Better than 0% of similar funds)
This is a bad choice for a Small Blend US Stocks fund. See why »
- arssx
- Mutual Fund
- Bond
- High Yield Bond
Aristotle Strategic Credit Fund
Expenses: 0.62% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
- hghsx
- Mutual Fund
- Sector Equity
- Healthcare
The Hartford Healthcare Fund Class R4
Expenses: 1.32% (Better than 0% of similar funds)
This is a bad choice for a Healthcare Sector Equity fund. See why »
- tmfcx
- Mutual Fund
- US Stocks
- Mid-Cap Value
Touchstone Mid Cap Value Class C
Expenses: 1.97% (Better than 0% of similar funds)
This is a bad choice for a Mid-Cap Value US Stocks fund. See why »
- mwatx
- Mutual Fund
- US Stocks
- Large Blend
Metropolitan West AlphaTrak 500 Fund
Expenses: 0.90% (Better than 0% of similar funds)
This is a bad choice for a Large Blend US Stocks fund. See why »
- rimhx
- Mutual Fund
- US Stocks
- Large Value
City National Rochdale Dividend & Income Fund Class N
Expenses: 1.16% (Better than 0% of similar funds)
This is a bad choice for a Large Value US Stocks fund. See why »
- gvcax
- Mutual Fund
- US Stocks
- Mid-Cap Blend
Gabelli Value 25 Fund Class AAA
Expenses: 1.41% (Better than 0% of similar funds)
This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »
- ssicx
- Mutual Fund
- Bond
- High Yield Bond
Sierra Tactical Core Income Fund Class C
Expenses: 1.95% (Better than 0% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
- wiorx
- Mutual Fund
- Bond
- Total US Bond Market
Wilshire Income Opportunities Fund Investment Class
Expenses: 1.18% (Better than 0% of similar funds)
This is a bad choice for a Total US Bond Market Bond fund. See why »
- lmrix
- Mutual Fund
- Sector Equity
- Financial Services
1919 Financial Services Fund Class I
Expenses: 1.09% (Better than 0% of similar funds)
This is a bad choice for a Financial Services Sector Equity fund. See why »