• lmsax
• Mutual Fund
• US Stocks
• Small Blend

ClearBridge Small Cap Fund Class A

Expenses: 1.08% (Better than 1% of similar funds)

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

• vffyx
• Mutual Fund
• Bond
• Government Bond

Victory INCORE Fund for Income Class Y

Expenses: 0.71% (Better than 0% of similar funds)

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

• wgsdx
• Mutual Fund
• Bond
• Government Bond

Wells Fargo Government Securities Fund - Class Admin

Expenses: 0.64% (Better than 1% of similar funds)

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

• hdaw
• ETF
• International Stocks
• Large Value

Xtrackers MSCI All World ex US High Dividend Yield Hedged Equity ETF

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

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

• mfnlx
• Mutual Fund
• Bond
• Municipal Bond

BlackRock National Municipal Fund Investor C Shares

Expenses: 1.48% (Better than 0% of similar funds)

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

• jpi
• Mutual Fund
• Other
• Preferred Stock

Nuveen Preferred & Income Term Fund

Expenses: 2.72% (Better than 1% of similar funds)

This is an OK choice for a Preferred Stock Other fund. See why »

• pgvzx
• Mutual Fund
• Bond
• Government Bond

PGIM Government Income Fund- Class Z

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

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

• apoax
• Mutual Fund
• Bond
• Government Bond

American Century Short Duration Inflation Protection Bond Fund A Class

Expenses: 0.82% (Better than 0% of similar funds)

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

• ety
• Mutual Fund
• Other
• Options-based

Eaton Vance Tax-Managed Diversified Equity Income Fund

Expenses: 1.07% (Better than 1% of similar funds)

This is an OK choice for a Options-based Other fund. See why »

• qtelx
• Mutual Fund
• International Stocks
• Emerging Markets

AQR TM Emerging Multi-Style Fund Class I

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

This is an OK choice for a Emerging Markets International Stocks fund. See why »

• pandx
• Mutual Fund
• Alternative
• Short

PIMCO Short Asset Investment Fund Class I-3

Expenses: 0.50% (Better than 0% of similar funds)

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

• pttcx
• Mutual Fund
• Bond
• Total US Bond Market

PIMCO Total Return Fund Class C

Expenses: 1.79% (Better than 0% of similar funds)

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

• hqisx
• Mutual Fund
• US Stocks
• Large Value

The Hartford Equity Income Fund Class R4

Expenses: 1.07% (Better than 0% of similar funds)

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

• pgsgx
• Mutual Fund
• US Stocks
• Small Growth

JPMorgan Small Cap Growth Fund Class A

Expenses: 1.24% (Better than 0% of similar funds)

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

• gsihx
• Mutual Fund
• International Stocks
• Large Growth

Goldman Sachs GQG Partners International Opportunities Fund Class A

Expenses: 1.23% (Better than 0% of similar funds)

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

• qval
• ETF
• US Stocks
• Mid-Cap Value

Alpha Architect U.S. Quantitative Value ETF

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

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

• ibce
• ETF
• Bond
• High Yield Bond

iShares iBonds Mar 2023 Term Corporate ex-Financials ETF

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

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

• exg
• Mutual Fund
• Other
• Options-based

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

Expenses: 1.07% (Better than 1% of similar funds)

This is an OK choice for a Options-based Other fund. See why »

• aftax
• Mutual Fund
• Allocation
• Target-Date

Invesco Balanced-Risk Retirement 2020 Fund Class A

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

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

• mdfgx
• Mutual Fund
• US Stocks
• Large Growth

BlackRock Capital Appreciation Fund Investor A Shares

Expenses: 1.01% (Better than 1% of similar funds)

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