SVTIX : Symons Value Institutional Fund Class II

SVTIX is a US Stocks Market Large Value with HIGH fees.

SVTIX

Symons Value Institutional Fund Class II

FI Score

21 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

Different Funds

We found 8,043 US Stocks Large Value funds. Here they are ordered by FI Score.

Compare SVTIX vs URTNX

74% FI Score
  • urtnx
  • Mutual Fund
  • Allocation
  • Target-Date

USAA Target Retirement 2020 Fund

Expenses: 0.04% (Better than 1% of similar funds)

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

Compare SVTIX vs JTSSX

74% FI Score
  • jtssx
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® 2050 Fund Class I

Expenses: 0.22% (Better than 1% of similar funds)

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

Compare SVTIX vs RWR

74% FI Score
  • rwr
  • ETF
  • Alternatives
  • Real Estate

SPDR Dow Jones REIT ETF

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

This is an OK choice for a Real Estate Alternatives fund. See why »

Compare SVTIX vs STRIX

74% FI Score
  • strix
  • Mutual Fund
  • Bond
  • Municipal Bond

Wells Fargo Strategic Municipal Bond Fund - Class Inst

Expenses: 0.47% (Better than 1% of similar funds)

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

Compare SVTIX vs SWSBX

74% FI Score
  • swsbx
  • Mutual Fund
  • Bond
  • High Yield Bond

Schwab Short-Term Bond Index Fund

Expenses: 0.06% (Better than 1% of similar funds)

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

Compare SVTIX vs FTHRX

74% FI Score
  • fthrx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Fidelity® Intermediate Bond Fund

Expenses: 0.45% (Better than 1% of similar funds)

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

Compare SVTIX vs EFAV

74% FI Score
  • efav
  • ETF
  • International Stocks
  • Large Blend

iShares Edge MSCI Min Vol EAFE ETF

Expenses: 0.20% (Better than 1% of similar funds)

This is an OK choice for a Large Blend International Stocks fund. See why »

Compare SVTIX vs BFAFX

74% FI Score
  • bfafx
  • Mutual Fund
  • Bond
  • Total US Bond Market

American Funds The Bond Fund of America® Class F-1

Expenses: 0.64% (Better than 1% of similar funds)

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

Compare SVTIX vs FFALX

74% FI Score
  • ffalx
  • Mutual Fund
  • Allocation
  • All-In-One

Franklin Founding Funds Allocation Fund Class A

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

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

Compare SVTIX vs FFLEX

74% FI Score
  • fflex
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® Index 2060 Fund Institutional Premium Class

Expenses: 0.08% (Better than 1% of similar funds)

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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo