• omeax
• Mutual Fund
• US Stocks
• Small Blend

JPMorgan Market Expansion Enhanced Index Fund Class A

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

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

• afeix
• Mutual Fund
• US Stocks
• Large Blend

American Century Sustainable Equity Fund I Class

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

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

• agozx
• Mutual Fund
• US Stocks
• Small Growth

Alger Small Cap Focus Fund Class Z

Expenses: 0.86% (Better than 1% of similar funds)

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

• aibax
• Mutual Fund
• Bond
• High Yield Bond

American Funds Intermediate Bond Fund of America® Class A

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

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

• mntrx
• Mutual Fund
• Bond
• Total US Bond Market

Wells Fargo Core Bond Fund - Class Admin

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

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

• ptdax
• Mutual Fund
• Allocation
• Target-Date

Principal LifeTime 2040 Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

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

• bdhix
• Mutual Fund
• Allocation
• Total World

BlackRock Dynamic High Income Portfolio Institutional

Expenses: 0.65% (Better than 1% of similar funds)

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

• pbymx
• Mutual Fund
• Bond
• Municipal Bond

Pioneer AMT-Free Municipal Fund Class Y

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

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

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

Oakmark Equity and Income Fund Class Advisor

Expenses: 0.68% (Better than 1% of similar funds)

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

• mcoix
• Mutual Fund
• Bond
• Municipal Bond

MainStay MacKay California Tax Free Opportunities Fund Class I

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

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