• pmbax
• Mutual Fund
• Bond
• Municipal Bond

JPMorgan Tax Free 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 »

• pmom
• ETF
• US Stocks
• Large Growth

Principal Sustainable Momentum Index ETF

Expenses: 0.29% (Better than 1% of similar funds)

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

• mibdx
• Mutual Fund
• Bond
• Total US Bond Market

BNY Mellon Bond Fund Class Investor

Expenses: 0.80% (Better than 0% of similar funds)

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

• pteix
• Mutual Fund
• Bond
• Municipal Bond

Putnam New York Tax Exempt Income Fund Class A

Expenses: 0.75% (Better than 1% of similar funds)

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

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

SEI Asset Allocation Trust Core Market Strategy Fund Class F

Expenses: 0.35% (Better than 1% of similar funds)

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

• stwlx
• Mutual Fund
• Bond
• High Yield Bond

Schroder Long Duration Investment-Grade Bond Fund Investor Shares

Expenses: 0.32% (Better than 1% of similar funds)

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

• wemix
• Mutual Fund
• US Stocks
• Small Growth

Wells Fargo Emerging Growth Fund - Class Inst

Expenses: 0.90% (Better than 1% of similar funds)

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

• tnaax
• Mutual Fund
• Allocation
• Target-Date

Invesco Balanced-Risk Retirement 2030 Fund Class A

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

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

• vreax
• Mutual Fund
• Allocation
• Target-Date

Invesco Balanced-Risk Retirement 2030 Fund Class AX

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

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

• pscf
• ETF
• Sector Equity
• Financial Services

Invesco S&P SmallCap Financials ETF

Expenses: 0.29% (Better than 1% of similar funds)

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