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.
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.
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.
Tools or Resource | Description | Features and Advantages |
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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. |
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Mutual Fund Screeners | Create and save custom screens based on your trade ideas, or choose a pre-defined screen to help you get started. |
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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. |
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Fund Family | Browse by mutual fund families, including new products, NTFs, Life Cycle Funds and money market funds. |
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Category Lists | Browse by a wide selection of categories broken down by sector, strategy industry and many other attributes. |
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Fund Profiles | TD Ameritrade fund profiles are like a mutual fund dashboard, giving you up-to-date graphs, Morningstar Wrap-ups and more. |
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Morningstar Instant X-Ray | Analyze your mutual fund holdings using Morningstar data including asset allocation, style box, sector and stock type analysis. |
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Commentary | Read and review commentaries written by independent Morningstar experts, specific to mutual funds. |
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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. |
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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.
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.
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.
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.