Expense Ratio Rating
4 /10
Expense Rating
0 /10
Market Score
9 /10
Category Score
5 /10
Market Size
9 /10
$UBVAX Alternatives
Different Funds
We found 8,203 US Stocks Small Value funds. Here they are ordered by FI Score.
- jsmsx
- Mutual Fund
- Allocation
- Target-Date
JPMorgan SmartRetirement® 2030 Fund Class I
Expenses: 0.22% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- fsajx
- Mutual Fund
- Bond
- Municipal Bond
Fidelity® SAI Tax-Free Bond Fund
Expenses: 0.25% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- fcrdx
- Mutual Fund
- Bond
- Municipal Bond
Fidelity® Conservative Income Municipal Bond Fund
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- mnilx
- Mutual Fund
- International Stocks
- Large Blend
Litman Gregory Masters International Fund Investor Class
Expenses: 0.04% (Better than 1% of similar funds)
This is an OK choice for a Large Blend International Stocks fund. See why »
- magwx
- Mutual Fund
- Allocation
- All-In-One
MFS Growth Allocation Fund Class A
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- miitx
- Mutual Fund
- Bond
- Municipal Bond
BMO Intermediate Tax-Free Fund Class I
Expenses: 0.30% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- neryx
- Mutual Fund
- Bond
- Total US Bond Market
Loomis Sayles Core Plus Bond Fund Class Y
Expenses: 0.48% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
- cmf
- ETF
- Bond
- Municipal Bond
iShares California Muni Bond ETF
Expenses: 0.25% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- ombix
- Mutual Fund
- Bond
- Total US Bond Market
JPMorgan Mortgage-Backed Securities Fund Class I
Expenses: 0.39% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »