Diversification Rating
2 /10
Expense Ratio Rating
8 /10
Expense Rating
5 /10
Market Score
5 /10
Category Score
8 /10
Market Size
5 /10
$PWV Alternatives
Different Funds
We found 8,043 US Stocks Large Value funds. Here they are ordered by FI Score.
- ibdp
- ETF
- Bond
- High Yield Bond
iShares iBonds Dec 2024 Term Corporate ETF
Expenses: 0.10% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
- jnbsx
- Mutual Fund
- Allocation
- All-In-One
JPMorgan Income Builder Fund Class I Shares
Expenses: 0.59% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- jsdsx
- Mutual Fund
- Bond
- High Yield Bond
JPMorgan Short Duration Core Plus Fund Class I
Expenses: 0.39% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
- likax
- Mutual Fund
- Allocation
- Target-Date
BlackRock LifePath® Index 2040 Fund Investor A Shares
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- bibtx
- Mutual Fund
- Bond
- Total US Bond Market
Sterling Capital Total Return Bond Fund Institutional Shares
Expenses: 0.45% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
- aok
- ETF
- Allocation
- All-In-One
iShares Core Conservative Allocation ETF
Expenses: 0.25% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- faotx
- Mutual Fund
- Allocation
- Target-Date
American Funds 2020 Target Date Retirement Fund® Class F-1
Expenses: 0.38% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- frhix
- Mutual Fund
- Bond
- Municipal Bond
Franklin High Yield Tax Free Income Fund Class A1
Expenses: 0.64% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- ssdjx
- Mutual Fund
- Allocation
- Target-Date
State Street Target Retirement 2050 Fund Class I
Expenses: 0.09% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- mckix
- Mutual Fund
- Allocation
- All-In-One
MainStay Conservative Allocation Fund Class I
Expenses: 0.13% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- nmbax
- Mutual Fund
- Bond
- Municipal Bond
Nuveen Intermediate Duration Municipal Bond Fund Class A
Expenses: 0.67% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- lirax
- Mutual Fund
- Allocation
- Target-Date
BlackRock LifePath® Index Retirement Fund Investor A Shares
Expenses: 0.37% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- timrx
- Mutual Fund
- Allocation
- All-In-One
TIAA-CREF Managed Allocation Fund Retail Class
Expenses: 0.25% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- hblvx
- Mutual Fund
- Allocation
- All-In-One
The Hartford Balanced Income Fund Class R6
Expenses: 0.58% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- oicax
- Mutual Fund
- Allocation
- All-In-One
JPMorgan Investor Conservative Growth Fund Class A
Expenses: 0.52% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- ogiax
- Mutual Fund
- Allocation
- All-In-One
JPMorgan Investor Balanced Fund Class A
Expenses: 0.52% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- aamtx
- Mutual Fund
- Allocation
- Target-Date
American Funds 2055 Target Date Retirement Fund® Class A
Expenses: 0.36% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- aepgx
- Mutual Fund
- International Stocks
- Large Growth
American Funds EuroPacific Growth Fund® Class A
Expenses: 0.84% (Better than 1% of similar funds)
This is an OK choice for a Large Growth International Stocks fund. See why »