• scnsx
• Mutual Fund
• US Stocks
• Mid-Cap Blend

Wells Fargo Common Stock Fund - Class Inst

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

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

• pctex
• Mutual Fund
• Bond
• Municipal Bond

Putnam California Tax Exempt Income Fund Class A

Expenses: 0.72% (Better than 1% of similar funds)

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

• febix
• Mutual Fund
• Allocation
• Total World

First Eagle Global Income Builder Fund Class I

Expenses: 0.93% (Better than 1% of similar funds)

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

• ihgix
• Mutual Fund
• US Stocks
• Large Value

The Hartford Dividend and Growth Fund Class A

Expenses: 0.99% (Better than 0% of similar funds)

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

• eibix
• Mutual Fund
• Bond
• High Yield Bond

Eaton Vance Income Fund of Boston Class I

Expenses: 0.79% (Better than 1% of similar funds)

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

• bsmq
• ETF
• Bond
• Municipal Bond

Invesco BulletShares (R) 2026 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 »

• sdyl
• ETF
• Alternative
• Leveraged Equities

UBS ETRACS Monthly Pay 2xLeveraged S&P Dividend ETN

Expenses: 0.30% (Better than 1% of similar funds)

This is an OK choice for a Leveraged Equities Alternative fund. See why »

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

T. Rowe Price Capital Appreciation Fund Advisor Class

Expenses: 0.99% (Better than 0% of similar funds)

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

• fknix
• Mutual Fund
• Bond
• Municipal Bond

Franklin New York Intermediate Tax-Free Income Fund Class A1

Expenses: 0.69% (Better than 1% of similar funds)

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

• mafox
• Mutual Fund
• US Stocks
• Large Growth

BlackRock Large Cap Focus Growth Fund Institutional Shares

Expenses: 0.83% (Better than 1% of similar funds)

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

• fmy
• Mutual Fund
• Bond
• Total US Bond Market

First Trust Mortgage Income Fund

Expenses: 1.33% (Better than 0% of similar funds)

This is an OK choice for a Total US Bond Market Bond 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 »

• ealtx
• Mutual Fund
• Bond
• Municipal Bond

Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class A

Expenses: 0.65% (Better than 1% of similar funds)

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

• mttix
• Mutual Fund
• Allocation
• Target-Date

Manning & Napier Target 2040 Series Class I

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

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

• sigwx
• Mutual Fund
• US Stocks
• Small Blend

Touchstone Small Company Fund Class Y

Expenses: 0.87% (Better than 1% of similar funds)

This is an OK choice for a Small Blend US Stocks 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 »

• 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 »

• hflyx
• Mutual Fund
• Bond
• High Yield Bond

Hartford Floating Rate Fund Class Y

Expenses: 0.71% (Better than 1% of similar funds)

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

• usaax
• Mutual Fund
• US Stocks
• Large Growth

USAA Growth Fund

Expenses: 0.90% (Better than 1% of similar funds)

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

• cayax
• Mutual Fund
• Bond
• Municipal Bond

American Century California High Yield Municipal Fund A Class

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

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