Expense Ratio Rating
6 /10
Expense Rating
2 /10
Market Score
8 /10
Category Score
5 /10
Market Size
8 /10
$SVBIX Alternatives
Different Funds
We found 9,682 Allocation All-In-One funds. Here they are ordered by FI Score.
- fcrdx
- Mutual Fund
- Bond
- Municipal Bond
Fidelity® Conservative Income Municipal Bond Fund
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- mnilx
- Mutual Fund
- International Stocks
- Large Blend
Litman Gregory Masters International Fund Investor Class
Expenses: 0.04% (Better than 1% of similar funds)
This is an OK choice for a Large Blend International Stocks fund. See why »
- mdskx
- Mutual Fund
- US Stocks
- Small Blend
iShares Russell 2000 Small-Cap Index Fund Investor A Shares
Expenses: 0.37% (Better than 1% of similar funds)
This is an OK choice for a Small Blend US Stocks fund. See why »
- miitx
- Mutual Fund
- Bond
- Municipal Bond
BMO Intermediate Tax-Free Fund Class I
Expenses: 0.30% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- agthx
- Mutual Fund
- US Stocks
- Large Growth
American Funds The Growth Fund of America® Class A
Expenses: 0.63% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
- neryx
- Mutual Fund
- Bond
- Total US Bond Market
Loomis Sayles Core Plus Bond Fund Class Y
Expenses: 0.48% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
- aueix
- Mutual Fund
- US Stocks
- Large Blend
AQR Large Cap Defensive Style Fund Class I
Expenses: 0.38% (Better than 1% of similar funds)
This is an OK choice for a Large Blend US Stocks fund. See why »
- cmf
- ETF
- Bond
- Municipal Bond
iShares California Muni Bond ETF
Expenses: 0.25% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »