Mutual Funds

We make available a wide selection of over 3,000 mutual funds from popular fund families like Vanguard, Fidelity, T. Rowe Price, and more.

To find a mutual fund, view our full list or look up funds by fund family.

Please note that many funds shown here are Advisor Class or Load Waived for Wrap Fee Programs and are only available to advised clients in asset based fee billing programs.

If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Trade at Close

We also offer a unique Trade at Close Program for advisors in which they can place mutual fund model orders as late as four minutes before the daily order entry cutoff time for the three mutual fund families supporting late day trading: ProFunds, Rydex and Direxion. Learn more

Mutual Fund Minimums

Many Mutual Funds have minimum required investments. Please consider this when using Funds in a Folio. Mutual fund minimum lookup tool

The Disclaimer

Before investing in a fund, carefully read the prospectus for details on management fees and expenses, and for the fund’s objectives, strategies and risks. See mutual fund prospectuses