• portx
• Mutual Fund
• Allocation
• Total World

Trillium ESG Global Equity Fund Retail Class

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

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

• prn
• ETF
• Sector Equity
• Industrials

Invesco DWA Industrials Momentum ETF

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a Industrials Sector Equity fund. See why »

• scatx
• Mutual Fund
• US Stocks
• Large Growth

Virtus Zevenbergen Innovative Growth Stock Fund Class I

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

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

• rghyx
• Mutual Fund
• Bond
• High Yield Bond

RBC BlueBay High Yield Bond Fund Class I

Expenses: 0.57% (Better than 1% of similar funds)

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

• rmqax
• Mutual Fund
• Alternative
• Leveraged Equities

Rydex Monthly Rebalance NASDAQ-100® 2x Strategy Fund Class A

Expenses: 1.35% (Better than 0% of similar funds)

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

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

Madison Moderate Allocation Fund Class A

Expenses: 0.70% (Better than 1% of similar funds)

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

• mrcgx
• Mutual Fund
• US Stocks
• Small Growth

Meridian Growth Fund® Class C

Expenses: 1.87% (Better than 0% of similar funds)

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

• msccx
• Mutual Fund
• Bond
• Municipal Bond

MainStay MacKay California Tax Free Opportunities Fund Class C

Expenses: 1.02% (Better than 0% of similar funds)

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

• mtqkx
• Mutual Fund
• Allocation
• Target-Date

Manning & Napier Target 2035 Series Class K

Expenses: 0.45% (Better than 0% of similar funds)

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

• mwhyx
• Mutual Fund
• Bond
• High Yield Bond

Metropolitan West High Yield Bond Fund Class M

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

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

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

Putnam Dynamic Asset Allocation Balanced Fund Class C

Expenses: 1.72% (Better than 0% of similar funds)

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

• nefsx
• Mutual Fund
• US Stocks
• Large Growth

Natixis Funds Trust I U.S. Equity Opportunities Fund Class A

Expenses: 1.17% (Better than 0% of similar funds)

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

• acclx
• Mutual Fund
• US Stocks
• Mid-Cap Value

American Century Mid Cap Value Fund C Class

Expenses: 1.98% (Better than 0% of similar funds)

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

• acmcx
• Mutual Fund
• Bond
• Municipal Bond

AB Intermediate California Municipal Portfolio Class C

Expenses: 1.49% (Better than 0% of similar funds)

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

• acslx
• Mutual Fund
• US Stocks
• Large Growth

American Century Select Fund C Class

Expenses: 1.97% (Better than 0% of similar funds)

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

• npncx
• Mutual Fund
• US Stocks
• Large Value

Neuberger Berman Large Cap Value Fund Class C

Expenses: 1.82% (Better than 0% of similar funds)

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

• ofiax
• Mutual Fund
• Bond
• High Yield Bond

Invesco Intermediate Bond Factor Fund Class A

Expenses: 0.73% (Better than 1% of similar funds)

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

• alpax
• Mutual Fund
• US Stocks
• Large Value

American Century Large Company Value Fund A Class

Expenses: 1.09% (Better than 0% of similar funds)

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

• plxgx
• Mutual Fund
• US Stocks
• Large Growth

Virtus KAR Capital Growth Fund Class I

Expenses: 1.02% (Better than 1% of similar funds)

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

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

Nationwide Investor Destinations Moderate Fund Class C

Expenses: 1.25% (Better than 0% of similar funds)

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