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Mutual Funds: Family List

Below are the mutual fund families currently available on our platform. Select a folder to view which mutual funds are available, their investment minimums, settlement date and a link to the fund prospectus.

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.

A-B | C-D | E-F | G-K | L-M | N-Q | R-S | T-Z

A-B

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C-D

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E-F

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G-K

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L-M

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N-Q

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R-S

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T-Z

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to Folio Investments, Inc., Folio Investments, Inc. reserves the right to change the funds we make available at any time without prior notice.

©2021 by Folio Financial, Inc., a Goldman Sachs Company. All rights reserved. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is a subsidiary of Folio Financial, Inc. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies.
Folio Financial, Inc., and Folio Investments, Inc. are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, "Goldman Sachs") are engaged in businesses and have interests other than the services provided by Folio Financial, Inc. and its subsidiaries.