Mutual Fund Trading

Your investments. Your way.

Investing in mutual funds doesn't mean you have to buy them from a mutual fund company. Rather than promoting our own mutual funds, TD AMERITRADE has tools and resources that can help you choose mutual funds that match your objectives – instead of the mutual fund company's.

Choose from more than 13,000 mutual funds from leading fund families, including a broad range of no-transaction-fee (NTF) funds. These funds provide broad diversification and cover a range of investment objectives, philosophies, asset classes and risk exposures.

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

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See Also...

  • Instant X-Ray®

    Find out how to analyze the diversification of your holdings.

 
 
 

Mutual fund tools

Using data and key criteria you choose, TD AMERITRADE Mutual Fund Screeners help you select from thousands of potential investment choices to research and validate your mutual fund investing ideas. We also offer a Compare Funds tool, which gives you an easy way to evaluate mutual funds and Exchange Traded Funds (ETFs) as well as get an understanding of their holdings – so you don't overinvest in one company or sector.

Mutual fund research

We provide you with third-party analysis and opinions from industry experts at Morningstar Associates through the Premier List, Focus List, Instant X-Ray® and more. They cover many aspects of the mutual funds industry to help you formulate and research your mutual fund investing ideas. Get a broad range of information by entering key criteria such as style, category, trading highlights and tax analysis.

No-transaction-fee (NTF) mutual funds

TD AMERITRADE offers many NTF funds where you won't be charged a transaction fee for the purchase and sale of these funds. Please see pricing for details.

Recurring orders

By setting up a recurring mutual fund order for your TD AMERITRADE account, you can automatically invest, withdraw or exchange a specified dollar amount – within a certain mutual fund – by date or frequency. Recurring mutual fund orders are available subject to the rules and regulations of each fund.
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TD AMERITRADE does not make recommendations, provide investment advice or determine the suitability of any security for you.

Research and planning tools are obtained by unaffiliated third-party sources deemed reliable by TD AMERITRADE. However, TD AMERITRADE does not guarantee their accuracy and completeness, and makes no warranties with respect to results to be obtained from their use.

Past performance of a security does not guarantee future results or success. Investments in a mutual fund are not FDIC-insured and may lose value.

TD AMERITRADE and Morningstar Associates, LLC are separate and unaffiliated firms. Morningstar Associates, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.

Morningstar Risk-Adjusted Ratings: The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating Metrics. Morningstar, Inc. is an independent publisher of mutual fund research and ratings. Ratings reflect a fund's risk-adjusted 3-, 5-, and 10-year total returns, including any sales charge. A Fund is rated against all other funds in its category. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%; 3 stars to the next 35%; 2 stars to the next 22.5%; and 1 star to the bottom 10%. Morningstar only rates funds with at least a 3-year history.