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A Wide Range of Professionally Managed Funds

Take advantage of built-in and professional expertise when you invest in mutual funds. Whether you’re looking for equity, fixed income or money market mutual funds, it’s easy to find the best one to match your investment objectives.

Benefits of Investing in Mutual Funds With Us

No Commissions

Pay no commissions1 to buy, sell or switch mutual funds.

Convenient, built-in diversification

When you invest in a mutual fund, you're investing in a diversified portfolio of investments that can include stocks, bonds and cash.

Save on Fees with Series D Mutual Funds

Series D is a lower fee mutual fund option designed for do-it-yourself investors that offers:

  • Professional money management
  • Investment minimums as low as $500
  • A wide selection of funds from a variety of fund families

Learn More about Series D Mutual Funds

A Simple Way to Search for Mutual Funds

Choosing a mutual fund can seem like a daunting task. Thousands of funds exist, and the same fund can be available in more than one series with different fees or investment minimums. Mutual Fund Screeners makes it easy for you. The matches you receive will be the lowest-cost versions available, including Series D funds wherever possible. Higher-priced versions of funds, the ones designed for financial advisors and their clients, are typically excluded.

“I want to invest automatically.”

Enjoy the convenience of automatically investing in your choice of mutual funds on a monthly or quarterly basis.

Automatic Investment Plan

“I need regular income from my investments.”

Receive a regular income stream by automatically redeeming (selling) mutual funds in your account.

Systematic Withdrawal Plan

Start Investing Today

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