How to Find Mutual Funds to Invest In

How to Find Mutual Funds

Scottrade offers 14,000 mutual funds to clients, and you can purchase nearly 2,500 funds commission-free**. We also have a number of tools to help you decide which mutual funds might be right for you.

Mutual Fund Tools  

Overview

Exclusively for Clients

Select Lists*

Access lists of mutual funds provided by Ibbotson Associates, a leading independent provider of investment advisory services and part of Morningstar’s Investment Management group.   Clients only

Predefined Screeners

Quickly narrow your search with one of our mutual fund prescreens.
More predefined screens for clients

Screeners

Our mutual fund screener helps you filter by many categories, including fund family, dividend yield and expense ratio.
More filter categories for clients

Comparison Tool 

Compare up to five mutual funds at a time on many categories, including expenses and Morningstar ratings.
Only clients can compare by Morningstar ratings

 

   

Morningstar’s Investment Management group includes Ibbotson Associates, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Select List of mutual funds is provided by Ibbotson Associates, Inc. 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. Ibbotson may have more favorable opinions of certain mutual funds, which are not included in the universe of mutual funds made available through Scottrade. The Ibbotson selections were based on qualitative factors and quantitative analysis in addition to the judgment of Ibbotson analysts. Ibbotson is not acting in the capacity of advisor to individual investors. The Ibbotson name and logo are either registered or service marks of Ibbotson. 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. Ibbotson Associates 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.