• abtax
• Mutual Fund
• Bond
• Government Bond

American Century Government Bond Fund A Class

Expenses: 0.72% (Better than 0% of similar funds)

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

• bmiix
• Mutual Fund
• US Stocks
• Large Value

BNY Mellon Income Stock Fund Class I

Expenses: 0.84% (Better than 1% of similar funds)

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

• jeeix
• Mutual Fund
• Allocation
• Global Equity

JHancock Infrastructure Fund Class I

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Global Equity Allocation fund. See why »

• jgacx
• Mutual Fund
• US Stocks
• Large Growth

JPMorgan Growth Advantage Fund Class C

Expenses: 1.64% (Better than 0% of similar funds)

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

• jgefx
• Mutual Fund
• Allocation
• Total World

John Hancock Funds Global Equity Fund Class I

Expenses: 1.00% (Better than 1% of similar funds)

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

• mitbx
• Mutual Fund
• US Stocks
• Large Blend

MFS Massachusetts Investors Trust Class B

Expenses: 1.46% (Better than 0% of similar funds)

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

• pschx
• Mutual Fund
• US Stocks
• Small Growth

PGIM Jennison Small Company Fund- Class R2

Expenses: 1.18% (Better than 1% of similar funds)

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

• febax
• Mutual Fund
• Allocation
• Total World

First Eagle Global Income Builder Fund Class A

Expenses: 1.18% (Better than 0% of similar funds)

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

• cincx
• Mutual Fund
• Bond
• High Yield Bond

Calvert Income Fund Class I

Expenses: 0.68% (Better than 1% of similar funds)

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

• msggx
• Mutual Fund
• US Stocks
• Small Growth

Meridian Small Cap Growth Fund Legacy Class

Expenses: 1.12% (Better than 1% of similar funds)

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

• prisx
• Mutual Fund
• Sector Equity
• Financial Services

T. Rowe Price Financial Services Fund

Expenses: 0.83% (Better than 1% of similar funds)

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

• coavx
• Mutual Fund
• International Stocks
• Large Value

Columbia Overseas Value Fund Class A

Expenses: 1.22% (Better than 0% of similar funds)

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

• miaax
• Mutual Fund
• Bond
• Government Bond

MFS Inflation-Adjusted Bond Fund Class A

Expenses: 0.80% (Better than 0% of similar funds)

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

• craix
• Mutual Fund
• Bond
• Government Bond

CRA Qualified Investment CRA Shares

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

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

• crak
• ETF
• Sector Equity
• Energy

VanEck Vectors Oil Refiners ETF

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

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

• cseix
• Mutual Fund
• Alternatives
• Real Estate

Cohen & Steers Real Estate Securities Fund, Inc. Class A

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

This is a bad choice for a Real Estate Alternatives fund. See why »

• pyarx
• Mutual Fund
• Bond
• High Yield Bond

Payden Absolute Return Bond Fund Investor Class

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

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

• disax
• Mutual Fund
• International Stocks
• Large Growth

BNY Mellon International Stock Fund Class A

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

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

• pyhrx
• Mutual Fund
• Bond
• High Yield Bond

Payden High Income Fund Investor Class

Expenses: 0.62% (Better than 1% of similar funds)

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

• cxhyx
• Mutual Fund
• Bond
• Municipal Bond

Delaware National High Yield Municipal Bond Fund Class A

Expenses: 0.85% (Better than 0% of similar funds)

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