Expense Ratio Rating
5 /10
Expense Rating
0 /10
Market Score
8 /10
Category Score
5 /10
Market Size
8 /10
$SVTAX Alternatives
Different Funds
We found 9,682 Allocation Total World funds. Here they are ordered by FI Score.
- sgcax
- Mutual Fund
- Bond
- Municipal Bond
Wells Fargo California Tax-Free Fund - Class Admin
Expenses: 0.55% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- sidrx
- Mutual Fund
- International Stocks
- Large Value
Hartford Schroders International Multi-Cap Value Fund Class SDR
Expenses: 0.76% (Better than 1% of similar funds)
This is an OK choice for a Large Value International Stocks fund. See why »
- spvu
- ETF
- US Stocks
- Large Value
Invesco S&P 500 Enhanced Value ETF
Expenses: 0.13% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
- susyx
- Mutual Fund
- US Stocks
- Large Value
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class Y
Expenses: 0.68% (Better than 1% of similar funds)
This is an OK choice for a Large Value US Stocks fund. See why »
- stryx
- Mutual Fund
- Bond
- Total US Bond Market
Pioneer Strategic Income Fund Class Y
Expenses: 0.73% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
- tepfx
- Mutual Fund
- Bond
- Municipal Bond
American Funds Tax-Exempt Preservation Portfolio Class F-1
Expenses: 0.41% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- tswix
- Mutual Fund
- International Stocks
- Large Value
Transamerica International Equity I
Expenses: 0.86% (Better than 1% of similar funds)
This is an OK choice for a Large Value International Stocks fund. See why »
- twwox
- Mutual Fund
- Bond
- Municipal Bond
American Century Intermediate Term Tax-Free Bond Fund Class A
Expenses: 0.72% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- ubvlx
- Mutual Fund
- US Stocks
- Small Value
Undiscovered Managers Behavioral Value Fund Class L
Expenses: 0.90% (Better than 1% of similar funds)
This is an OK choice for a Small Value US Stocks fund. See why »
- vevfx
- Mutual Fund
- US Stocks
- Small Blend
Vanguard Explorer Value Fund Investor Shares
Expenses: 0.55% (Better than 1% of similar funds)
This is an OK choice for a Small Blend US Stocks fund. See why »
- watix
- Mutual Fund
- Bond
- Total US Bond Market
Western Asset Intermediate Bond Fund Class I
Expenses: 0.54% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
- jgasx
- Mutual Fund
- US Stocks
- Large Growth
JPMorgan Growth Advantage Fund Class I
Expenses: 0.89% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
- jisix
- Mutual Fund
- International Stocks
- Large Blend
JPMorgan International Advantage Fund Class I
Expenses: 0.71% (Better than 1% of similar funds)
This is an OK choice for a Large Blend International Stocks fund. See why »
- btmsx
- Mutual Fund
- Bond
- Municipal Bond
Baird Short-Term Municipal Bond Fund Investor Class
Expenses: 0.55% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- bwbix
- Mutual Fund
- US Stocks
- Mid-Cap Growth
Baron WealthBuilder Fund Institutional Shares
Expenses: 0.07% (Better than 1% of similar funds)
This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »
- jensx
- Mutual Fund
- US Stocks
- Large Growth
Jensen Quality Growth Fund Class J
Expenses: 0.86% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
- nulg
- ETF
- US Stocks
- Large Growth
Nuveen ESG Large-Cap Growth ETF
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a Large Growth US Stocks fund. See why »
- lubax
- Mutual Fund
- Alternative
- Short
Lord Abbett Ultra Short Bond Fund Class A
Expenses: 0.41% (Better than 0% of similar funds)
This is an OK choice for a Short Alternative fund. See why »