TD Ameritrade logo link to home page

Mutual Fund Trading

Mutual fund trading with access to more than 13,000 mutual funds

Open new account

With over 13,000 mutual funds from leading fund families and a broad range of no-transaction-fee (NTF) funds, mutual fund trading at TD Ameritrade covers a range of investment objectives, philosophies, asset classes, and risk exposure. Use our tools and resources to choose funds that match your objective.

Invest in mutual funds using objective research

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.

Three reasons to trade mutual funds at TD Ameritrade

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.

Discover the advantages of mutual fund trading with TD Ameritrade

Tools or Resource

Description

Features and Advantages

Premier List

Description

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.

Features and Advantages

  • Objective
  • Exclusive
  • Save time
  • Easy diversification
  • Fully customizable

Mutual Fund Screeners

Description

Create and save custom screens based on your trade ideas, or choose a pre-defined screen to help you get started.

Features and Advantages

  • Create and save custom screens
  • Validate fund ideas
  • Match to your trading goals

Compare Funds

Description

See an in-depth, side-by-side comparison for up to five mutual funds, including Morningstar ratings and returns, net expense ratio, and more.

Features and Advantages

  • Quickly narrow choices
  • Side-by-side view
  • Makes it easy to evaluate choices 

Fund Family

Description

Browse by mutual fund families, including new products, NTFs, Life Cycle Funds and money market funds.

Features and Advantages

  • Find funds quickly
  • Regularly updated with new funds
  • Wide selection

Category Lists

Description

Browse by a wide selection of categories broken down by sector, strategy industry and many other attributes.

Features and Advantages

  • Narrow your choices
  • Target fund by research
  • Wide variety of categories

Fund Profiles

Description

TD Ameritrade fund profiles are like a mutual fund dashboard, giving you up-to-date graphs, Morningstar Wrap-ups and more.

Features and Advantages

  • Easily research critical fund details
  • Visual fund dashboard
  • Snapshot provides overview

Morningstar Instant X-Ray

Description

Analyze your mutual fund holdings using Morningstar data including asset allocation, style box, sector and stock type analysis.

Features and Advantages

  • Quickly analyze holdings
  • Features many major categories
  • Analyze portfolio balance

Commentary

Description

Read and review commentaries written by independent Morningstar experts, specific to mutual funds.

Features and Advantages

  • Objective
  • Timely and insightful  
  • Learn about trends and innovative strategies

Education

Description

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.

Features and Advantages

  • Independent resources
  • Take control with knowledge
  • Know your investing options
  • Get investing ideas and insight

Find and pursue Mutual Funds that match your goals

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.

Premier List

The Premier List powered by Morningstar Research Services

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.
Mutual Fund Screener

High-powered screeners and research that leaves no fund unturned

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.

The right tools to find the right Mutual Fund

X-Ray

Compare Funds Tool

Mutual Fund Screeners

Check the background of TD Ameritrade on FINRA's BrokerCheck

  • DOW
  • NASDAQ
  • S&P 500
Open New Account

Before investing in any mutual fund or ETF, carefully consider the fund's objectives, risks, charges and expense. A prospectus, obtained by calling 800-669-3900, contains this and other important information about an investment company. Read carefully before investing.

All investing involves risk, including loss of principal. When redeemed, an investment may be worth more or less than the original investment amount.

TD Ameritrade does not make recommendations, provide investment advice or determine the suitability of any security for you.

*The Premier List represents what Morningstar Research Services believes to be the 'best-in-class' and 'top picks' funds in each category, from the universe of no-load funds with minimums less than $10,000 and open to new investors available on TD Ameritrade's platform.

Morningstar Research Services LLC is a registered investment adviser and subsidiary of Morningstar, Inc. The Premier List represents what Morningstar Research Services believes to be the “best-in-class” and “top picks” funds in each category from the universe of no-load funds with minimums less than $10,000 and open to new investors available on TD Ameritrade’s platform. The universe of mutual funds made available on TD Ameritrade’s platform does not include all mutual funds available in the marketplace. Both the universe of mutual funds defined by TD Ameritrade and the Premier List are subject to change at any time without notice. Particular mutual funds on the Premier List may not be appropriate investments for you under your circumstances, and there may be other mutual funds or investment options offered by TD Ameritrade that are more suitable. Morningstar Research Services may have more favorable opinions of certain mutual funds which are not included in the universe of mutual funds made available through TD Ameritrade. The Morningstar Research Services selections were based on qualitative factors and quantitative analysis in addition to the judgment of Morningstar Research Services analysts. Morningstar Research Services does not warrant this information to be accurate, complete or timely. Morningstar Research Services is not responsible for any damages or losses arising from the use of this information and is not acting in the capacity of adviser to individual investors. Past performance is no guarantee of future results.

**No-transactions-fee funds have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.

TD Ameritrade receives remuneration from fund companies, including those participating in its no-load, no-transaction-fee program, for record-keeping, shareholder services, and other administrative and distribution services. The amount of TD Ameritrade's remuneration for these services is based in part on the amount of investments in such funds by TD Ameritrade clients. No-transaction-fee funds and other funds offered through TD Ameritrade have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.

Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use. Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision. Past performance does not guarantee future results.

Past performance of a security does not guarantee future results or success.

A mutual fund is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution

TD Ameritrade was evaluated against 14 other online brokers in the 2022 StockBrokers.com Online Broker Review. The firm was rated #1 in the categories "Platforms & Tools" (11 years in a row), "Desktop Trading Platform: thinkorswim®" (10 years in a row), "Active Trading" (2 years in a row), "Options Trading," "Customer Service," and "Phone Support." TD Ameritrade was also rated Best in Class (within the top 5) for "Overall Broker" (12 years in a row), "Education" (11 years in a row), "Commissions & Fees" (2 years in a row), "Offering of Investments" (8 years in a row), "Beginners" (10 years in a row), "Mobile Trading Apps" (10 years in a row), "Ease of Use" (6 years in a row), "IRA Accounts" (3 years in a row), "Futures Trading" (3 years in a row), and "Research" (11 years in a row). Read the full article.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2023 Charles Schwab & Co., Inc. All rights reserved.