• baeix
• Mutual Fund
• US Stocks
• Large Value

Sterling Capital Equity Income Fund Class A

Expenses: 1.02% (Better than 0% of similar funds)

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

• basfx
• Mutual Fund
• Bond
• Municipal Bond

BMO Short Tax-Free Fund Class A

Expenses: 0.55% (Better than 1% of similar funds)

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

• parpx
• Mutual Fund
• Bond
• High Yield Bond

Putnam Short Duration Bond Fund Class B

Expenses: 0.82% (Better than 1% of similar funds)

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

• ltnyx
• Mutual Fund
• Bond
• Municipal Bond

Invesco Oppenheimer Rochester Limited Term New York Municipal Fund Class A

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

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

• hmjix
• Mutual Fund
• Bond
• Municipal Bond

Hartford Municipal Short Duration Fund Class I

Expenses: 0.41% (Better than 1% of similar funds)

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

• acsyx
• Mutual Fund
• US Stocks
• Large Value

Invesco Comstock Fund Class C

Expenses: 1.54% (Better than 0% of similar funds)

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

• biaux
• Mutual Fund
• US Stocks
• Small Blend

Brown Advisory Small-Cap Fundamental Value Fund Investor Shares

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

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

• fyc
• ETF
• US Stocks
• Small Growth

First Trust Small Cap Growth AlphaDEX Fund

Expenses: 0.70% (Better than 1% of similar funds)

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

• cpoax
• Mutual Fund
• US Stocks
• Large Growth

Morgan Stanley Insight Fund Class A

Expenses: 1.16% (Better than 0% of similar funds)

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

• ffr
• ETF
• Sector Equity
• Real Estate

First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund

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

This is a bad choice for a Real Estate Sector Equity fund. See why »

• ewus
• ETF
• International Stocks
• Other Region

iShares MSCI United Kingdom Small-Cap ETF

Expenses: 0.59% (Better than 0% of similar funds)

This is a bad choice for a Other Region International Stocks fund. See why »

• fharx
• Mutual Fund
• Allocation
• Target-Date

Fidelity Freedom® Blend 2040 Fund

Expenses: 0.55% (Better than 0% of similar funds)

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

• fimsx
• Mutual Fund
• Bond
• Municipal Bond

Fidelity® Municipal Income 2025 Fund

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

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

• psvdx
• Mutual Fund
• US Stocks
• Small Value

PGIM QMA Small-Cap Value Fund- Class R2

Expenses: 1.14% (Better than 1% of similar funds)

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

• gdna
• ETF
• Sector Equity
• Healthcare

Goldman Sachs Human Evolution ETF

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

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

• tdiv
• ETF
• Sector Equity
• Technology

First Trust NASDAQ Technology Dividend Index Fund

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

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

• misnx
• Mutual Fund
• International Stocks
• Large Blend

BMO Pyrford International Stock Fund Class I

Expenses: 0.94% (Better than 1% of similar funds)

This is a bad choice for a Large Blend International Stocks fund. See why »

• eqrr
• ETF
• US Stocks
• Large Value

ProShares Equities for Rising Rates ETF

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

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

• coiax
• Mutual Fund
• Alternative
• Short

SEI Institutional Managed Trust Conservative Income Fund Class F

Expenses: 0.30% (Better than 1% of similar funds)

This is a bad choice for a Short Alternative fund. See why »

• lzhyx
• Mutual Fund
• Bond
• High Yield Bond

Lazard US Corporate Income Portfolio Institutional Shares

Expenses: 0.55% (Better than 1% of similar funds)

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