Expense Ratio Rating
5 /10
Expense Rating
6 /10
Market Score
8 /10
Category Score
5 /10
Market Size
8 /10
$SMTAX Alternatives
Different Funds
We found 9,682 Allocation Target-Date funds. Here they are ordered by FI Score.
- fcpvx
- Mutual Fund
- US Stocks
- Small Value
Fidelity® Small Cap Value Fund
Expenses: 0.64% (Better than 1% of similar funds)
This is an OK choice for a Small Value US Stocks fund. See why »
- hllvx
- Mutual Fund
- Bond
- High Yield Bond
JPMorgan Short Duration Bond Fund Class I
Expenses: 0.41% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
- hmdyx
- Mutual Fund
- US Stocks
- Mid-Cap Growth
The Hartford MidCap Fund Class Y
Expenses: 0.78% (Better than 1% of similar funds)
This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »
- flcex
- Mutual Fund
- US Stocks
- Large Blend
Fidelity® Large Cap Core Enhanced Index Fund
Expenses: 0.39% (Better than 1% of similar funds)
This is an OK choice for a Large Blend US Stocks fund. See why »
- flmvx
- Mutual Fund
- US Stocks
- Mid-Cap Value
JPMorgan Mid Cap Value Fund Class L
Expenses: 0.74% (Better than 1% of similar funds)
This is an OK choice for a Mid-Cap Value US Stocks fund. See why »
- fnytx
- Mutual Fund
- Bond
- Municipal Bond
Franklin New York Tax Free Income Fund Class A1
Expenses: 0.63% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- fvd
- ETF
- US Stocks
- Large Value
First Trust Value Line Dividend Index Fund
Expenses: 0.70% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
- trigx
- Mutual Fund
- International Stocks
- Large Value
T. Rowe Price International Value Equity Fund
Expenses: 0.81% (Better than 1% of similar funds)
This is an OK choice for a Large Value International Stocks fund. See why »
- jvaix
- Mutual Fund
- US Stocks
- Large Value
JPMorgan Value Advantage Fund Class L
Expenses: 0.74% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
- lceix
- Mutual Fund
- US Stocks
- Large Value
Invesco Diversified Dividend Fund Investor Class
Expenses: 0.74% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
- pjfzx
- Mutual Fund
- US Stocks
- Large Growth
PGIM Jennison Growth Fund- Class Z
Expenses: 0.71% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
- dfpax
- Mutual Fund
- International Stocks
- Large Blend
BNY Mellon Diversified International Fund Class A
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a Large Blend International Stocks fund. See why »
- dgrw
- ETF
- US Stocks
- Large Blend
WisdomTree U.S. Quality Dividend Growth Fund
Expenses: 0.28% (Better than 1% of similar funds)
This is an OK choice for a Large Blend US Stocks fund. See why »
- dhs
- ETF
- US Stocks
- Large Value
WisdomTree U.S. High Dividend Fund
Expenses: 0.38% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
- ibmk
- ETF
- Bond
- Municipal Bond
iShares iBonds Dec 2022 Term Muni Bond ETF
Expenses: 0.18% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- gsew
- ETF
- US Stocks
- Large Blend
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Expenses: 0.09% (Better than 1% of similar funds)
This is an OK choice for a Large Blend US Stocks fund. See why »