• ccdtx
• Mutual Fund
• Allocation
• Target-Date

American Funds 2025 Target Date Retirement Fund® Class C

Expenses: 1.10% (Better than 0% of similar funds)

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

• excpx
• Mutual Fund
• Bond
• High Yield Bond

Manning & Napier Unconstrained Bond Series Class S

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

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

• fadlx
• Mutual Fund
• Bond
• High Yield Bond

Frost Low Duration Bond Fund Investor Class Shares

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

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

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

Calamos Growth & Income Fund Class A

Expenses: 1.09% (Better than 0% of similar funds)

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

• ctr
• Mutual Fund
• Other
• Master Limited Partnership

ClearBridge MLP and Midstream TR Fund Inc.

Expenses: 3.45% (Better than 0% of similar funds)

This is a bad choice for a Master Limited Partnership Other fund. See why »

• fdsbx
• Mutual Fund
• US Stocks
• Large Value

AIG Focused Dividend Strategy Fund Class B

Expenses: 1.70% (Better than 0% of similar funds)

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

• fegix
• Mutual Fund
• Sector Equity
• Basic Materials

First Eagle Gold Fund Class I

Expenses: 0.99% (Better than 0% of similar funds)

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

• jacsx
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® Blend 2060 Fund Class I

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

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

• jagtx
• Mutual Fund
• Sector Equity
• Technology

Janus Henderson Global Technology and Innovation Fund Class T

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

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

• jhmf
• ETF
• Sector Equity
• Financial Services

John Hancock Multifactor Financials ETF

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

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

• fsyax
• Mutual Fund
• Alternatives
• Short

FS Long/Short Equity Fund Class A

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

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

• gbusx
• Mutual Fund
• Bond
• International

BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I

Expenses: 0.73% (Better than 1% of similar funds)

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

• gctax
• Mutual Fund
• US Stocks
• Large Blend

Goldman Sachs U.S. Tax-Managed Equity Fund Class A

Expenses: 1.10% (Better than 0% of similar funds)

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

• pitax
• Mutual Fund
• Bond
• Government Bond

Principal Inflation Protection Fund Class A

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

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

• eoi
• Mutual Fund
• Other
• Options-based

Eaton Vance Enhanced Equity Income Fund

Expenses: 1.11% (Better than 0% of similar funds)

This is a bad choice for a Options-based Other fund. See why »

• hilvx
• Mutual Fund
• US Stocks
• Large Blend

Harbor Large Cap Value Fund Investor Class

Expenses: 1.06% (Better than 0% of similar funds)

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

• jsmcx
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® 2030 Fund Class C

Expenses: 0.97% (Better than 0% of similar funds)

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

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

Federated Kaufmann Fund Institutional Shares

Expenses: 1.45% (Better than 0% of similar funds)

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

• lgvax
• Mutual Fund
• US Stocks
• Large Blend

ClearBridge Value Trust Class A

Expenses: 1.05% (Better than 0% of similar funds)

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

• hfdtx
• Mutual Fund
• US Stocks
• Mid-Cap Blend

Hartford Schroders US MidCap Opportunities Fund Class R5

Expenses: 1.02% (Better than 1% of similar funds)

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