• hlgex
• Mutual Fund
• US Stocks
• Mid-Cap Growth

JPMorgan Mid Cap Growth Fund Class I

Expenses: 0.92% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »

• levix
• Mutual Fund
• US Stocks
• Large Blend

Lazard US Equity Concentrated Portfolio Institutional Shares

Expenses: 0.76% (Better than 1% of similar funds)

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

• lsbrx
• Mutual Fund
• Bond
• Total US Bond Market

Loomis Sayles Bond Fund Retail Class

Expenses: 0.91% (Better than 0% of similar funds)

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

• minmx
• Mutual Fund
• Bond
• Municipal Bond

BNY Mellon National Intermediate Municipal Bond Fund Class Investor

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

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

• ncaax
• Mutual Fund
• Bond
• Municipal Bond

Nuveen California Municipal Bond Fund Class A

Expenses: 0.74% (Better than 1% of similar funds)

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

• mort
• ETF
• Alternatives
• Real Estate

VanEck Vectors Mortgage REIT Income ETF

Expenses: 0.42% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why »

• mtpix
• Mutual Fund
• Allocation
• Target-Date

Manning & Napier Target 2030 Series Class I

Expenses: 0.20% (Better than 1% of similar funds)

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

• tlrax
• Mutual Fund
• Bond
• Total US Bond Market

Federated Total Return Bond Fund Class A Shares

Expenses: 0.92% (Better than 0% of similar funds)

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

• ivwix
• Mutual Fund
• Allocation
• Total World

IVA Worldwide Fund Class I

Expenses: 0.98% (Better than 1% of similar funds)

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

• txrix
• Mutual Fund
• Bond
• Municipal Bond

JPMorgan Tax Aware Real Return Fund Class I

Expenses: 0.51% (Better than 1% of similar funds)

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