• smtcx
• Mutual Fund
• Allocation
• Target-Date

JPMorgan SmartRetirement® 2040 Fund Class C

Expenses: 0.97% (Better than 0% of similar funds)

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

• cgo
• Mutual Fund
• Allocation
• Total World

Calamos Global Total Return Fund

Expenses: 3.42% (Better than 0% of similar funds)

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

• pwjax
• Mutual Fund
• International Stocks
• Large Growth

PGIM Jennison International Opportunities Fund- Class A

Expenses: 1.09% (Better than 1% of similar funds)

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

• bst
• Mutual Fund
• Sector Equity
• Technology

BlackRock Science and Technology Trust

Expenses: 0.92% (Better than 0% of similar funds)

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

• cchtx
• Mutual Fund
• Allocation
• Target-Date

American Funds 2045 Target Date Retirement Fund® Class C

Expenses: 1.10% (Better than 0% of similar funds)

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

• mtpkx
• Mutual Fund
• Allocation
• Target-Date

Manning & Napier Target 2030 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 »

• midcx
• Mutual Fund
• International Stocks
• Mid-Cap Growth

MFS International New Discovery Fund Class C

Expenses: 2.03% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Growth International Stocks fund. See why »

• midbx
• Mutual Fund
• International Stocks
• Mid-Cap Growth

MFS International New Discovery Fund Class B

Expenses: 2.03% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Growth International Stocks fund. See why »

• mtlcx
• Mutual Fund
• Bond
• Municipal Bond

MFS Municipal Limited Maturity Fund Class C

Expenses: 1.52% (Better than 0% of similar funds)

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

• mtgdx
• Mutual Fund
• Bond
• Total US Bond Market

Morgan Stanley Mortgage Securities Trust Class I

Expenses: 0.69% (Better than 1% of similar funds)

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

• sjb
• ETF
• Alternative
• Inverse

ProShares Short High Yield

Expenses: 0.95% (Better than 0% of similar funds)

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

• wbeix
• Mutual Fund
• International Stocks
• Emerging Markets

William Blair Emerging Markets Growth Fund Class I

Expenses: 1.26% (Better than 0% of similar funds)

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

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

Calamos Strategic Total Return Fund

Expenses: 3.05% (Better than 0% of similar funds)

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

• sgvax
• Mutual Fund
• Bond
• Total US Bond Market

Western Asset Mortgage Total Return Fund Class A

Expenses: 0.94% (Better than 0% of similar funds)

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

• shsax
• Mutual Fund
• Sector Equity
• Healthcare

BlackRock Health Sciences Opportunities Portfolio Investor A Shares

Expenses: 1.12% (Better than 0% of similar funds)

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

• imrfx
• Mutual Fund
• Allocation
• Total World

Columbia Global Opportunities Fund Class A

Expenses: 1.13% (Better than 1% of similar funds)

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

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

AllianzGI Diversified Income & Convertible Fund

Expenses: 3.32% (Better than 0% of similar funds)

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

• bsjq
• ETF
• Bond
• High Yield Bond

Invesco BulletShares 2026 High Yield Corporate Bond ETF

Expenses: 0.42% (Better than 1% of similar funds)

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

• giccx
• Mutual Fund
• International Stocks
• Mid-Cap Blend

Goldman Sachs International Small Cap Insights Fund Class C

Expenses: 2.01% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend International Stocks fund. See why »

• notax
• Mutual Fund
• Bond
• Municipal Bond

DWS Strategic High Yield Tax-Free Fund - Class A

Expenses: 0.91% (Better than 0% of similar funds)

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