How to Find Mutual Funds to Invest In

How to Find Mutual Funds

Scottrade offers 14,500 mutual funds to clients, and you can purchase nearly 3,000 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 in various asset categories; provided by independent firm Zacks Investment Research.   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

 

   

*The Exchange Traded Funds selected by Zacks for the Select List have been derived from a universe of ETFs maintained by Zacks for its own proprietary research products and services.  Zacks is not affiliated with Scottrade. 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.

**Select investments are commission free to those using Scottrade's online platforms. Other fees and charges may apply.

Morningstar rates funds from one to five stars based on how well they've performed (after adjusting for risk and accounting for all sales charges) in comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods--three-, five-, and 10 years--and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective, based entirely on a mathematical evaluation of past performance. They're a useful tool for identifying funds worthy of further research, but shouldn't be considered buy or sell recommendations.

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