Expense Ratio Rating
2 /10
Expense Rating
0 /10
Market Score
9 /10
Category Score
5 /10
Market Size
9 /10
$UBVCX Alternatives
Different Funds
We found 8,203 US Stocks Small Value funds. Here they are ordered by FI Score.
- acpsx
- Mutual Fund
- Bond
- Total US Bond Market
Invesco Core Plus Bond Fund Class A
Expenses: 0.74% (Better than 1% of similar funds)
This is an OK choice for a Total US Bond Market Bond fund. See why »
- fasgx
- Mutual Fund
- Allocation
- All-In-One
Fidelity Asset Manager® 70% Fund
Expenses: 0.69% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- fhjdx
- Mutual Fund
- Allocation
- Target-Date
Fidelity Freedom® Blend 2035 Fund Class K6
Expenses: 0.33% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why »
- cagix
- Mutual Fund
- Allocation
- All-In-One
Calvert Growth Allocation Fund Class I
Expenses: 0.15% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- cfaix
- Mutual Fund
- Allocation
- All-In-One
Calvert Conservative Allocation Fund Class I
Expenses: 0.16% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- macpx
- Mutual Fund
- Allocation
- All-In-One
BlackRock Balanced Capital Fund Institutional Shares
Expenses: 0.53% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- swhgx
- Mutual Fund
- Allocation
- All-In-One
Schwab MarketTrack Growth Portfolioâ¢
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- mamtx
- Mutual Fund
- Bond
- Municipal Bond
Blackrock Strategic Municipal Opp Fd Of Blackrock Muni Series Tr Institutional Shares
Expenses: 0.77% (Better than 0% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- bwx
- ETF
- Bond
- High Yield Bond
SPDR Bloomberg Barclays International Treasury Bond ETF
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
- pvsax
- Mutual Fund
- Allocation
- All-In-One
Putnam Capital Spectrum Fund Class A
Expenses: 0.29% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why »
- mear
- ETF
- Bond
- Municipal Bond
iShares Short Maturity Municipal Bond ETF
Expenses: 0.25% (Better than 1% of similar funds)
This is an OK choice for a Municipal Bond Bond fund. See why »
- agmhx
- Mutual Fund
- Bond
- Government Bond
American Century Ginnie Mae Fund I Class
Expenses: 0.45% (Better than 1% of similar funds)
This is an OK choice for a Government Bond Bond fund. See why »
- prgsx
- Mutual Fund
- Allocation
- Total World
T. Rowe Price Global Stock Fund
Expenses: 0.82% (Better than 1% of similar funds)
This is an OK choice for a Total World Allocation fund. See why »
- igov
- ETF
- Bond
- High Yield Bond
iShares International Treasury Bond ETF
Expenses: 0.35% (Better than 1% of similar funds)
This is an OK choice for a High Yield Bond Bond fund. See why »
- rhs
- ETF
- Sector Equity
- Consumer Defensive
Invesco S&P 500 Equal Weight Consumer Staples ETF
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a Consumer Defensive Sector Equity fund. See why »
- tibix
- Mutual Fund
- Allocation
- Total World
Thornburg Investment Income Builder Fund Class I
Expenses: 0.88% (Better than 1% of similar funds)
This is an OK choice for a Total World Allocation fund. See why »
- ibds
- ETF
- Bond
- High Yield Bond
iShares iBonds Dec 2027 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 »