• ivwax
• Mutual Fund
• Allocation
• Total World

IVA Worldwide Fund Class A

Expenses: 1.23% (Better than 0% of similar funds)

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

• tiqix
• Mutual Fund
• Allocation
• Total World

Touchstone Global ESG Equity Fund - Class Y

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

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

• nsttx
• Mutual Fund
• Bond
• Total US Bond Market

Neuberger Berman Strategic Income Fund Trust Class

Expenses: 0.94% (Better than 0% of similar funds)

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

• rpibx
• Mutual Fund
• Bond
• High Yield Bond

T. Rowe Price International Bond Fund

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

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

• msfbx
• Mutual Fund
• Allocation
• Total World

Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Class A

Expenses: 1.19% (Better than 0% of similar funds)

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

• ibce
• ETF
• Bond
• High Yield Bond

iShares iBonds Mar 2023 Term Corporate ex-Financials ETF

Expenses: 0.10% (Better than 1% of similar funds)

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

• frgsx
• Mutual Fund
• US Stocks
• Large Growth

Franklin Growth Series Class C

Expenses: 1.58% (Better than 0% of similar funds)

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

• jpge
• ETF
• Allocation
• Total World

JPMorgan Diversified Return Global Equity ETF

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

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

• ryu
• ETF
• Sector Equity
• Utilities

Invesco S&P 500 Equal Weight Utilities ETF

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

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

• sbfix
• Mutual Fund
• Allocation
• Total World

Federated Global Allocation Fund Institutional Shares

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

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

• mnoax
• Mutual Fund
• Bond
• Municipal Bond

MainStay MacKay New York Tax Free Opportunities 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 »

• tffix
• Mutual Fund
• US Stocks
• Large Blend

Touchstone Focused Fund Institutional

Expenses: 0.83% (Better than 1% of similar funds)

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

• tndax
• Mutual Fund
• Allocation
• Target-Date

Invesco Balanced-Risk Retirement 2040 Fund Class A

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

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

• tsvax
• Mutual Fund
• US Stocks
• Small Value

PGIM QMA Small-Cap Value Fund- Class A

Expenses: 1.07% (Better than 1% of similar funds)

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

• ubg
• ETF
• Commodities
• Focused

UBS ETRACS CMCI Gold Total Return ETN

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

This is a bad choice for a Focused Commodities fund. See why »

• ugscx
• Mutual Fund
• Bond
• Government Bond

American Funds U.S. Government Securities Fund® Class C

Expenses: 1.41% (Better than 0% of similar funds)

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

• ustb
• ETF
• Bond
• High Yield Bond

VictoryShares USAA Core Short-Term Bond ETF

Expenses: 0.34% (Better than 1% of similar funds)

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

• wfpax
• Mutual Fund
• US Stocks
• Mid-Cap Value

Wells Fargo Special Mid Cap Value Fund - Class A

Expenses: 1.15% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

• wfpdx
• Mutual Fund
• US Stocks
• Large Growth

Wells Fargo Premier Large Company Growth Fund - Class Admin

Expenses: 1.00% (Better than 1% of similar funds)

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

• wood
• ETF
• Sector Equity
• Basic Materials

iShares Global Timber & Forestry ETF

Expenses: 0.46% (Better than 1% of similar funds)

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