• opcax
• Mutual Fund
• Bond
• Municipal Bond

Invesco Oppenheimer Rochester California Municipal Fund Class A

Expenses: 0.93% (Better than 0% of similar funds)

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

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

JPMorgan Mid Cap Growth Fund Class A

Expenses: 1.23% (Better than 0% of similar funds)

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

• dwas
• ETF
• US Stocks
• Small Growth

Invesco DWA SmallCap Momentum ETF

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

• parpx
• Mutual Fund
• Bond
• High Yield Bond

Putnam Short Duration Bond Fund Class B

Expenses: 0.82% (Better than 1% of similar funds)

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

• pladx
• Mutual Fund
• Bond
• High Yield Bond

Pacific Funds Short Duration Income Fund Class A

Expenses: 0.75% (Better than 1% of similar funds)

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

• rytrx
• Mutual Fund
• US Stocks
• Small Blend

Royce Total Return Fund Investment Class

Expenses: 1.21% (Better than 0% of similar funds)

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

• eittx
• Mutual Fund
• Bond
• Municipal Bond

Parametric TABS 10-to-20 Year Laddered Municipal Bond Fund Class I

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

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

• pdczx
• Mutual Fund
• Allocation
• All-In-One

PGIM Income Builder Fund-Class Z

Expenses: 0.60% (Better than 1% of similar funds)

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

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

PGIM Jennison Mid-Cap Growth Fund- Class A

Expenses: 1.07% (Better than 1% of similar funds)

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

• peqnx
• Mutual Fund
• US Stocks
• Large Value

Putnam Equity Income Fund Class B

Expenses: 1.66% (Better than 0% of similar funds)

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

• peqcx
• Mutual Fund
• US Stocks
• Large Value

Putnam Equity Income Fund Class C

Expenses: 1.66% (Better than 0% of similar funds)

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

• eos
• Mutual Fund
• Other
• Options-based

Eaton Vance Enhanced Equity Income Fund II

Expenses: 1.09% (Better than 0% of similar funds)

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

• sencx
• Mutual Fund
• US Stocks
• Large Blend

Touchstone Large Cap Focused Fund Class A

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

This is a bad choice for a Large Blend US Stocks fund. See why »

• esgf
• ETF
• Allocation
• Total World

Invesco Global ESG Revenue ETF

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

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

• esgw
• ETF
• Allocation
• Total World

Columbia Sustainable Global Equity Income ETF

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

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

• hgxvx
• Mutual Fund
• Allocation
• Total World

Hartford Global Impact Fund Class R6

Expenses: 0.63% (Better than 1% of similar funds)

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

• grnb
• ETF
• Bond
• High Yield Bond

VanEck Vectors Green Bond ETF

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

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

• fcal
• ETF
• Bond
• Municipal Bond

First Trust California Municipal High Income ETF

Expenses: 0.50% (Better than 1% of similar funds)

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

• fcitx
• Mutual Fund
• Bond
• Municipal Bond

Franklin Federal Intermediate-Term Tax-Free Income Fund Class C

Expenses: 1.11% (Better than 0% of similar funds)

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

• tneax
• Mutual Fund
• Allocation
• Target-Date

Invesco Balanced-Risk Retirement 2050 Fund Class A

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

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