Expense Ratio Rating
5 /10
Expense Rating
0 /10
Market Score
9 /10
Category Score
5 /10
Market Size
9 /10
We found 8,182 US Stocks Mid-Cap Value funds. Here they are ordered by FI Score.
Transamerica Multi-Managed Balanced Fund Class I
Expenses: 0.82% (Better than 1% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
MFS Municipal Income Fund Class B1
Expenses: 1.27% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
Invesco Oppenheimer International Diversified Fund Class C
Expenses: 1.19% (Better than 0% of similar funds)
This is a bad choice for a Large Growth International Stocks fund. See why »
MFS Moderate Allocation Fund Class C
Expenses: 1.09% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
MFS Moderate Allocation Fund Class B
Expenses: 1.09% (Better than 0% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why »
Frost Total Return Bond Fund A Class Shares
Expenses: 0.88% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Nuveen Limited Term Municipal Bond Fund Class C
Expenses: 1.43% (Better than 0% of similar funds)
This is a bad choice for a Municipal Bond Bond fund. See why »
Sands Capital Global Growth Fund Investor Shares
Expenses: 1.17% (Better than 0% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
Manning & Napier Target 2060 Series Class I
Expenses: 0.20% (Better than 1% of similar funds)
This is a bad choice for a Target-Date Allocation fund. See why »
Flaherty & Crumrine Dynamic Preferred and Income Fund
Expenses: 2.73% (Better than 0% of similar funds)
This is a bad choice for a Preferred Stock Other fund. See why »
Goldman Sachs International Equity Insights Fund Class A
Expenses: 1.16% (Better than 0% of similar funds)
This is a bad choice for a Large Blend International Stocks fund. See why »
Invesco S&P 500 Equal Weight 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 »
American Funds New Perspective Fund® Class C
Expenses: 1.52% (Better than 0% of similar funds)
This is a bad choice for a Total World Allocation fund. See why »
Principal Government & High Quality Bond Fund Class A
Expenses: 0.83% (Better than 0% of similar funds)
This is a bad choice for a Government Bond Bond fund. See why »
VictoryShares USAA Core Short-Term Bond ETF
Expenses: 0.34% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Invesco RAFI Strategic Emerging Markets ETF
Expenses: 0.35% (Better than 1% of similar funds)
This is a bad choice for a Emerging Markets International Stocks fund. See why »
Invesco BulletShares 2024 High Yield Corporate Bond ETF
Expenses: 0.42% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond fund. See why »
Sterling Capital Short Duration Bond Fund Class I
Expenses: 0.43% (Better than 1% of similar funds)
This is a bad choice for a High Yield Bond Bond 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© 2026 Adam Fortuna
Site Map