Mutual Funds
at Scottrade

A Strategic Way to Build Your Portfolio

Whether you’re looking to diversify or simply add to your portfolio, you can do so on your terms at Scottrade. Choose from more than 13,000 non-proprietary mutual funds, or use our independent third-party Select List to narrow down your choices.

illustration: a strategic way to build your portfolio

Explore mutual funds by market segment

Within each market segment, there are a variety of non-proprietary, actively and passively managed funds available that may suit your specific needs.

Data updated on May 20, 2016 using categories in Scottrade’s mutual fund screener. All categories contain actively and passively managed funds. Other fees may apply. Click here for details

Stay in control with independent research and transparent transaction fees

Use our tools to help you find the mutual funds that align with your goals

Align mutual funds with your goals

Choosing the right investments for your strategy doesn’t have to be complicated. After you determine your objectives, you can easily find the right mix of securities to help you get there. Mutual funds may be a perfect fit for you, as they are typically well-diversified and, as a result, may be less volatile.

Our Portfolio Review can help you streamline your investment decisions
and keep your finances working toward your goals.

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Frequently Asked Questions

The biggest difference between an actively managed fund and a passively managed fund is the investment objective. A fund manager of an actively managed fund has the objective to try to outperform similar funds or an appropriate index. To do so, the fund manager will research and decide specifically what securities to buy and sell, and when to do so.

The objective of a fund manager for a passively managed fund is to closely track the performance of a specific market index. While the fund managers have to buy and sell securities, they do so based on changes respective to a specific index.
Before buying a mutual fund, it is important for investors to understand if a fund has a “load,” or sales charge, or whether it is “no-load,” which means it does not have a sales charge.

A no-load mutual fund includes funds in which the fund company does not charge investors a fee when they buy or sell them.
A no-transaction-fee fund is a no-load fund in which Scottrade also does not charge a transaction fee or commission charge to buy or sell. (A Scottrade $17 short-term redemption fee regarding NTF fund held less than 90 days will apply.)
The financial industry has an electronic transfer system for moving securities. However, mutual fund investments are a special case: The transfer details depend on the fund company and how shares are being held. Each mutual fund company requires a selling agreement be in place prior to transferring a fund position to a new brokerage firm, such as Scottrade.

While Scottrade holds a selling agreement with hundreds of fund families offering thousands of funds, it does not hold selling agreements with all fund families. Please contact your local Scottrade® team to review your eligible transfer assets.
Mutual fund breakpoints refer to the dollar amount required for investing in order to receive a reduced sales charge when considering a load fund. Breakpoints are applicable to investments made as a lump sum or by staggering payments over time. Details regarding potential breakpoints can be found in a fund’s prospectus.
The internal fees and expenses of a mutual fund depend on the fund. When you buy shares of a mutual fund through a brokerage firm, you sometimes pay a sales charge, shareholder & operating fees, and other mutual fund fees. Visit our Knowledge Center for more details about these fees.
Mutual fund share classes indicate the type and the number of fees charged for the shares in a fund. There are three main types of mutual fund classes that are most popular: A shares, B shares and C shares.

Class A shares charge a front-end load on your investment. Class B shares charge a back-end load. Class C shares are a type of level-load fund, with no front-end load and a small back-end load that might be removed after the shares have been held for one year.

Morningstar Investment Management, LLC. is a registered investment adviser and subsidiary of Morningstar, Inc. The Select List of mutual funds is provided by Morningstar Investment Management. The funds chosen for the mutual fund Select List have been derived from a universe of no-load mutual funds available for sale at Scottrade. The universe does not include all mutual funds available in the marketplace. Morningstar Investment Management may have more favorable opinions of certain mutual funds, which are not included in the universe of mutual funds made available through Scottrade. Morningstar Investment Management selections were based on qualitative factors and quantitative analysis in addition to the judgment of Ibbotson analysts. Morningstar Investment Management is not acting in the capacity of advisor to individual investors. The Morningstar Investment Management name and Morningstar logo are either registered or service marks of Morningstar, Inc. Both the universe of mutual funds defined by Scottrade and the Select List are subject to change without notice.

Particular mutual funds on the Select List may not be appropriate investments for you under your circumstances, and there may be other mutual funds, ETFs or investment options offered by Scottrade that are more suitable. Morningstar Investment Management and Scottrade are not affiliated. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security. Investors should fully research any security before making an investment decision.