Mutual Funds

Mutual fund trading with access to more than 13,000 mutual funds

With over 13,000 mutual funds from leading fund families and a broad range of no-transaction-fee (NTF) funds, mutual fund trading at TD Ameritrade covers a range of investment objectives, philosophies, asset classes, and risk exposure. Use our tools and resources to choose funds that match your objective.

Invest in mutual funds using objective research

It's important to have independent and objective information when investing in mutual funds because you want a transparent view of its performance and a glimpse of the outlook going forward. TD Ameritrade gives you access to tools and resources that can help you choose mutual funds based on objective performance criteria and selected by independent experts.

Three reasons to trade mutual funds at TD Ameritrade

1. The TD Ameritrade Premier List powered by Morningstar Research Services - Get top picks* with a focus on no transaction fee funds. All funds are rigorously pre-screened and meet strict criteria.

2. A Complete Mutual Fund Toolbox - You also get a variety of other tools, such as Mutual Fund Screeners, Compare Funds, Focus List, Morningstar Instant X-RaySM and more.

3. No-Transaction-Fee (NTF) Mutual Funds - TD Ameritrade offers hundreds of NTF funds from leading fund families, which help reduce your trading costs.**

See pricing and select the Mutual Fund tab for details.

Discover the advantages of mutual fund trading with TD Ameritrade

Tools or Resource

Description

Features and Advantages

Premier List

Description

Provides top picks* by the independent third-party experts at Morningstar Research Services, exclusively for TD Ameritrade clients. Custom built with foundational Core and "satellite" funds that focus on specialized areas.

Features and Advantages

  • Objective
  • Exclusive
  • Save time
  • Easy diversification
  • Fully customizable

Mutual Fund Screeners

Description

Create and save custom screens based on your trade ideas, or choose a pre-defined screen to help you get started.

Features and Advantages

  • Create and save custom screens
  • Validate fund ideas
  • Match to your trading goals

Compare Funds

Description

See an in-depth, side-by-side comparison for up to five mutual funds, including Morningstar ratings and returns, net expense ratio, and more.

Features and Advantages

  • Quickly narrow choices
  • Side-by-side view
  • Makes it easy to evaluate choices 

Fund Family

Description

Browse by mutual fund families, including new products, NTFs, Life Cycle Funds and money market funds.

Features and Advantages

  • Find funds quickly
  • Regularly updated with new funds
  • Wide selection

Category Lists

Description

Browse by a wide selection of categories broken down by sector, strategy industry and many other attributes.

Features and Advantages

  • Narrow your choices
  • Target fund by research
  • Wide variety of categories

Fund Profiles

Description

TD Ameritrade fund profiles are like a mutual fund dashboard, giving you up-to-date graphs, Morningstar Wrap-ups and more.

Features and Advantages

  • Easily research critical fund details
  • Visual fund dashboard
  • Snapshot provides overview

Morningstar Instant X-Ray

Description

Analyze your mutual fund holdings using Morningstar data including asset allocation, style box, sector and stock type analysis.

Features and Advantages

  • Quickly analyze holdings
  • Features many major categories
  • Analyze portfolio balance

Commentary

Description

Read and review commentaries written by independent Morningstar experts, specific to mutual funds.

Features and Advantages

  • Objective
  • Timely and insightful  
  • Learn about trends and innovative strategies

Education

Description

Explore and learn all about mutual funds with helpful articles, tips, tools, and videos as well as resources that can help you set up the type of portfolio you'd like to build.

Features and Advantages

  • Independent resources
  • Take control with knowledge
  • Know your investing options
  • Get investing ideas and insight

Find and pursue Mutual Funds that match your goals

Get access to the exclusive TD Ameritrade Premier List powered by Morningstar Research Services. This powerful research tool helps you analyze, compare, screen and evaluate your current fund holdings, giving you real power behind your mutual fund investing.

Premier List

The Premier List powered by Morningstar Research Services

Imagine having access to a carefully screened and analyzed list of mutual funds, selected by Morningstar Research Services experts that specialize in fund research. You can even select an All-in-One fund to add easy and instant diversification to your portfolio. Or build a customized strategy that includes foundational Core Funds and various "satellite" funds that focus on specialized areas.
Mutual Fund Screener

High-powered screeners and research that leaves no fund unturned

Filter fund choices to easily research which might be right for you. You can do that with mutual fund screeners, robust profiles, comparison tools, category and fund family lists and more.

The right tools to find the right Mutual Fund

X-Ray

Compare Funds Tool

Mutual Fund Screeners

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