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

BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares

Expenses: 1.05% (Better than 1% of similar funds)

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

• blaix
• Mutual Fund
• Allocation
• Target-Date

BlackRock LifePath® Smart Beta Retirement Fund Institutional Shares

Expenses: 0.10% (Better than 1% of similar funds)

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

• bsmp
• ETF
• Bond
• Municipal Bond

Invesco BulletShares (R) 2025 Municipal Bond ETF

Expenses: 0.18% (Better than 1% of similar funds)

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

• dhlax
• Mutual Fund
• US Stocks
• Large Value

Diamond Hill Large Cap Fund Class A

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

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

• diax
• Mutual Fund
• Other
• Options-based

Nuveen Dow 30 Dynamic Overwrite Fund

Expenses: 0.95% (Better than 1% of similar funds)

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

• pblax
• Mutual Fund
• US Stocks
• Large Growth

Principal Blue Chip Fund Class A

Expenses: 1.00% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why »

• csvix
• Mutual Fund
• US Stocks
• Small Blend

Calvert Small-Cap Fund Class I

Expenses: 0.95% (Better than 1% of similar funds)

This is an OK choice for a Small Blend US Stocks fund. See why »

• cvmix
• Mutual Fund
• International Stocks
• Emerging Markets

Calvert Emerging Markets Equity Fund Class I

Expenses: 0.97% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks fund. See why »

• opgix
• Mutual Fund
• Allocation
• Total World

Invesco Oppenheimer Global Opportunities Fund Class A

Expenses: 1.09% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

• ncatx
• Mutual Fund
• Bond
• Municipal Bond

Northern California Tax-Exempt Fund

Expenses: 0.46% (Better than 1% of similar funds)

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