Mutual Funds
A mutual fund is a large pool of money collected from investors like us. Then, the people who manage the fund invest the money in a diversified portfolio of stocks, bonds, or other securities – or some combination of them all. As mutual-fund owners (also known as shareholders), we don’t own the securities in the fund directly. Instead, we own a slice of the fund, which is divvied up into shares. As the value of the investments inside rise or fall, so does the value of our stake in the fund.
Mutual Funds by UBS
UBS offers a wide range of mutual funds ranging from conservative fixed-income to more growth-orient... Read More »
Mutual Funds by Fidelity
Fidelity offers several no-load funds that have a 4- or 5-star Morningstar rating. It does not charg... Read More »
Mutual Funds by USAA
Open only to USAA members - current and former U.S. military families, USAA offers a collection of n... Read More »
Mutual Funds by Allianz Global Investors
Allianz Global Investors offers about 75 different mutual funds, which are managed by a half-dozen i... Read More »
Mutual Funds by American Century
American Century offers a variety of dedicated stock, bond, and money market funds, as well as funds... Read More »
Mutual Funds by BlackRock
BlackRock offers a range of stock, bond, money market and mixed asset domestic mutual funds. It also... Read More »
Mutual Funds by Brandes Investment
Brandes offers two funds: the Brandes Institutional International Equity Fund and the Brandes Separa... Read More »
Mutual Funds by Dimensional Fund Advisors
Dimensional has several different types of mutual funds, which invest in domestic and foreign stock ... Read More »
Mutual Funds by Dodge & Cox
Dodge & Cox manages five mutual funds that are no-load, meaning that shares are sold without a commi... Read More »
Mutual Funds by Eaton Vance
Eaton Vance manages more than 50 different mutual funds that have been awarded at least four out of ... Read More »
Mutual Funds by Federated Investors
Federated, one of the largest investment managers in the country, offers nearly 150 domestic and int... Read More »
Mutual Funds by Franklin Templeton
Franklin Templeton runs three distinct investment management groups: Franklin, which specializes in ... Read More »
Mutual Funds by Janus Capital Group
Janus Capital offers a host of mutual funds that invest in stocks, bonds and low-risk money market i... Read More »
Mutual Funds by Lord Abbett
Lord Abbett offers more than 30 mutual funds that invest in US and international equity, fixed incom... Read More »
Mutual Funds by Northwestern Mutual
Northwestern Mutual does not manage its own mutual funds. Instead, Northwestern Mutual Investment Se... Read More »
Mutual Funds by Nuveen Investments
Nuveen Investments offers more than 25 mutual funds that invest in domestic and international stocks... Read More »
Mutual Funds by Ameriprise
Ameriprise Financial does not manage its own mutual funds. Instead it partnered with over 200 mutual... Read More »
Mutual Funds by Charles Schwab
Charles Schwab offers its customers thousands of no-load, no-transaction-fee funds through its Mutua... Read More »
Mutual Funds by E*Trade
E*Trade provides its customers access to thousands of mutual funds. Many of the funds don’t charge l... Read More »
Mutual Funds by Edward Jones
Edward Jones offers its customer access to thousands of mutual funds. In addition, the firm designat... Read More »
Mutual Funds by Goldman, Sachs
Goldman Sachs runs its own mutual funds across all asset classes. Loads, minimums and transaction fe... Read More »
Mutual Funds by Legg Mason
Legg Mason offers a broad range of mutual funds from U.S. and international equity funds to fixed in... Read More »
Question about Mutual Funds?
Post a question to Kristen, our Mutual Funds guru.
Kristen answered easty's question:
Hi Easty - I'd check out Morningstar's website to find performance hist... Read More »

