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Fund Families:

Review the list of available fund families to choose from.

Fund Profile:

Receive an overview on mutual funds, including snapshot, total returns, risk, fees, management and more.

Screener:

Search a comprehensive mutual fund list to find the fund or funds that suit your strategy and goals.

X-Ray:

Analyze the diversification of your holdings. The X-Ray will provide fundamental analysis and online view of the stocks and funds in your portfolio.

Morningstar Commentary:

Get on-going news, analysis and commentary on the world of mutual funds by Morningstar's analysts.

Exchange Traded Funds:

Everything you need to know about Exchange Traded funds, including fund profiles, an ETF screener and more.

Investing Classroom:

Morningstar's Investing Classroom helps you quickly build and improve your investment strategy. And Morningstar has customized it specifically for TD AMERITRADE clients.

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  • Mutual funds

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  • Portfolio Guidance

    Learn how to build a portfolio tailored to your goals.

 

Before investing in investment company securities, be sure to carefully consider the security's objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact the investment company or a TD AMERITRADE Client Services representative. Please read the prospectus carefully before investing.

The Investment Profile report is for informational purposes only. The performance data given represents past performance and should not be considered indicative of future results. Principal value and investment return will fluctuate, so that an investor's shares when redeemed may be worth more or less than the original investment. portfolio statistics change over time and past performance does not ensure future results. The fund or ETF is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution.

Content herein provided by Morningstar, a third party not affiliated with TD AMERITRADE. While deemed accurate, TD AMERITRADE does not guarantee the accuracy or completeness of the content and makes no warranties with respect to results to be obtained from its use. ETFs are baskets of securities that track recognized indexes and trade on an exchange like a stock. Commission fees apply.