• ptbax
• Mutual Fund
• Allocation
• Target-Date

Principal LifeTime 2020 Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

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

• sopyx
• Mutual Fund
• US Stocks
• Large Blend

ClearBridge Dividend Strategy Fund Class I

Expenses: 0.73% (Better than 1% of similar funds)

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

• stbcx
• Mutual Fund
• Bond
• High Yield Bond

Invesco Short Term Bond Fund Class C

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

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

• cbfsx
• Mutual Fund
• Bond
• High Yield Bond

JPMorgan Corporate Bond Fund Class I

Expenses: 0.49% (Better than 1% of similar funds)

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

• smtax
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® 2040 Fund Class A

Expenses: 0.39% (Better than 1% of similar funds)

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

• prwax
• Mutual Fund
• US Stocks
• Large Growth

T. Rowe Price New America Growth Fund

Expenses: 0.78% (Better than 1% of similar funds)

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

• rem
• ETF
• Alternatives
• Real Estate

iShares Mortgage Real Estate Capped ETF

Expenses: 0.48% (Better than 1% of similar funds)

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

• rwj
• ETF
• US Stocks
• Small Value

Invesco S&P SmallCap 600 Revenue ETF

Expenses: 0.39% (Better than 1% of similar funds)

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

• sgiix
• Mutual Fund
• Allocation
• Total World

First Eagle Global Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

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

• spiax
• Mutual Fund
• US Stocks
• Large Blend

Invesco S&P 500 Index Fund Class A

Expenses: 0.55% (Better than 1% of similar funds)

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

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

USAA Cornerstone Conservative Fund

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

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

• wusmx
• Mutual Fund
• Bond
• Municipal Bond

Wells Fargo Ultra Short-Term Municipal Income Fund - Class Admin

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

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

• xhb
• ETF
• Sector Equity
• Consumer Cyclicals

SPDR S&P Homebuilders ETF

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Consumer Cyclicals Sector Equity fund. See why »

• jkf
• ETF
• US Stocks
• Large Value

iShares Morningstar Large-Cap Value ETF

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

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

• jhnbx
• Mutual Fund
• Bond
• Total US Bond Market

John Hancock Bond Fund Class A

Expenses: 0.78% (Better than 1% of similar funds)

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

• jwwfx
• Mutual Fund
• Allocation
• Total World

Janus Henderson Global Research Fund Class I

Expenses: 0.74% (Better than 1% of similar funds)

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

• omeax
• Mutual Fund
• US Stocks
• Small Blend

JPMorgan Market Expansion Enhanced Index Fund Class A

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

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

• afeix
• Mutual Fund
• US Stocks
• Large Blend

American Century Sustainable Equity Fund I Class

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

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

• agozx
• Mutual Fund
• US Stocks
• Small Growth

Alger Small Cap Focus Fund Class Z

Expenses: 0.86% (Better than 1% of similar funds)

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

• aibax
• Mutual Fund
• Bond
• High Yield Bond

American Funds Intermediate Bond Fund of America® Class A

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

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