Expense Ratio Rating
2 /10
Expense Rating
0 /10
Market Score
7 /10
Category Score
5 /10
Market Size
7 /10
$TRACX Alternatives
Different Funds
We found 8,203 US Stocks Small Value funds. Here they are ordered by FI Score.
- fbfwx
- Mutual Fund
- Allocation
- All-In-One
American Funds Retirement Income Portfolio - Moderate Class F-1
Expenses: 0.39% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- fcfwx
- Mutual Fund
- Allocation
- All-In-One
American Funds Retirement Income Portfolio - Enhanced Class F-1
Expenses: 0.39% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- fnytx
- Mutual Fund
- Bond
- Municipal Bond
Franklin New York Tax Free Income Fund Class A1
Expenses: 0.63% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- dfpax
- Mutual Fund
- International Stocks
- Large Blend
BNY Mellon Diversified International Fund Class A
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a Large Blend International Stocks fund. See why »
- fatkx
- Mutual Fund
- Allocation
- Target-Date
Fidelity Freedom® 2020 Fund Class K6
Expenses: 0.43% (Better than 0% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- fdtkx
- Mutual Fund
- Allocation
- Target-Date
Fidelity Freedom® 2025 Fund Class K6
Expenses: 0.45% (Better than 0% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- jhrpx
- Mutual Fund
- Allocation
- Target-Date
John Hancock Funds Multimanager 2050 Lifetime Portfolio Class I
Expenses: 0.13% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- ibmk
- ETF
- Bond
- Municipal Bond
iShares iBonds Dec 2022 Term Muni Bond ETF
Expenses: 0.18% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- mitfx
- Mutual Fund
- Bond
- Municipal Bond
BMO Intermediate Tax Free Fund Class Y
Expenses: 0.55% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- mmhyx
- Mutual Fund
- Bond
- Municipal Bond
MFS Municipal High Income Fund Class A
Expenses: 0.66% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- cwgix
- Mutual Fund
- Allocation
- Total World
American Funds Capital World Growth and Income Fund® Class A
Expenses: 0.77% (Better than 1% of similar funds)
This is an OK choice for a Total World Allocation fund. See why »
- lutax
- Mutual Fund
- Bond
- Government Bond
Columbia U.S. Treasury Index Fund Class A
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a Government Bond Bond fund. See why »
- fajtx
- Mutual Fund
- Allocation
- Target-Date
American Funds 2055 Target Date Retirement Fund® Class F-1
Expenses: 0.38% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- timux
- Mutual Fund
- Bond
- Municipal Bond
Transamerica Intermediate Muni Class I
Expenses: 0.56% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- ibdq
- ETF
- Bond
- High Yield Bond
iShares iBonds Dec 2025 Term Corporate ETF
Expenses: 0.10% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
- qefa
- ETF
- International Stocks
- Large Blend
SPDR MSCI EAFE StrategicFactors ETF
Expenses: 0.30% (Better than 1% of similar funds)
This is an OK choice for a Large Blend International Stocks fund. See why »
- ifafx
- Mutual Fund
- Allocation
- All-In-One
American Funds The Income Fund of America® Class F-1
Expenses: 0.65% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- wfitx
- Mutual Fund
- Bond
- Municipal Bond
Wells Fargo Intermediate Tax/AMT-Free 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 »