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Mutual Funds

Mutual funds charts and graphs

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

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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

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

Mutual Fund Screeners

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

Compare Funds

See an in-depth, side-by-side comparison for up to five mutual funds, including Morningstar ratings and returns, net expense ratio, and more.
  • Quickly narrow choices
  • Side-by-side view
  • Makes it easy to evaluate choices 

Fund Family

Browse by mutual fund families, including new products, NTFs, Life Cycle Funds and money market funds.
  • Find funds quickly
  • Regularly updated with new funds
  • Wide selection

Category Lists

Browse by a wide selection of categories broken down by sector, strategy industry and many other attributes.
  • Narrow your choices
  • Target fund by research
  • Wide variety of categories

Fund Profiles

TD Ameritrade fund profiles are like a mutual fund dashboard, giving you up-to-date graphs, Morningstar Wrap-ups and more.
  • Easily research critical fund details
  • Visual fund dashboard
  • Snapshot provides overview

Morningstar Instant X-Ray

Analyze your mutual fund holdings using Morningstar data including asset allocation, style box, sector and stock type analysis.
  • Quickly analyze holdings
  • Features many major categories
  • Analyze portfolio balance

Commentary

Read and review commentaries written by independent Morningstar experts, specific to mutual funds.
  • Objective
  • Timely and insightful  
  • Learn about trends and innovative strategies

Education

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.
  • 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.

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.

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

Looking to analyze your current mutual fund holdings? Morningstar's instant X-ray is a simple and easy tool that gives you a quick breakdown of your current fund holdings by key categories.

Compare Funds Tool

The Compare Funds tool gives you an easy way to evaluate mutual funds, as well as get an understanding of their holdings - so you don't overinvest in one company or sector.

Mutual Fund Screeners

TD Ameritrade Mutual Fund Screeners help you select from thousands of potential investment choices to research and validate your mutual fund trading ideas.

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AdChoices

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.

Investing involves risk, including loss of principal.  When redeemed, an investment may be worth more or less than the original investment amount.

TD Ameritrade does not make recommendations, provide investment advice or determine the suitability of any security for you.

*The Premier List represents what Morningstar Research Services believes to be the 'best-in-class' and 'top picks' funds in each category, from the universe of no-load funds with minimums less than $10,000 and open to new investors available on TD Ameritrade's platform.

Morningstar Research Services LLC is a registered investment adviser and subsidiary of Morningstar, Inc. The Premier List represents what Morningstar Research Services believes to be the “best-in-class” and “top picks” funds in each category from the universe of no-load funds with minimums less than $10,000 and open to new investors available on TD Ameritrade’s platform. The universe of mutual funds made available on TD Ameritrade’s platform does not include all mutual funds available in the marketplace. Both the universe of mutual funds defined by TD Ameritrade and the Premier List are subject to change at any time without notice. Particular mutual funds on the Premier List may not be appropriate investments for you under your circumstances, and there may be other mutual funds or investment options offered by TD Ameritrade that are more suitable. Morningstar Research Services may have more favorable opinions of certain mutual funds which are not included in the universe of mutual funds made available through TD Ameritrade. The Morningstar Research Services selections were based on qualitative factors and quantitative analysis in addition to the judgment of Morningstar Research Services analysts. Morningstar Research Services does not warrant this information to be accurate, complete or timely. Morningstar Research Services is not responsible for any damages or losses arising from the use of this information and is not acting in the capacity of adviser to individual investors. Past performance is no guarantee of future results.

**No-transactions-fee funds have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.

TD Ameritrade receives remuneration from fund companies, including those participating in its no-load, no-transaction-fee program, for record-keeping, shareholder services, and other administrative and distribution services. The amount of TD Ameritrade's remuneration for these services is based in part on the amount of investments in such funds by TD Ameritrade clients. No-transaction-fee funds and other funds offered through TD Ameritrade have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.

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.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. ©2021 Charles Schwab & Co. Inc. All rights reserved.