The wide array of available mutual funds includes an extensive selection of no-transaction-fee (NTF) funds, no-load mutual funds for which TD Ameritrade does not charge a transaction fee. Please note: Each of the NTF fund families listed below offer NTF funds, but not all of the classes within each family qualify as NTF.
Before investing in a mutual fund, be sure to carefully consider the funds investing objectives, risks, charges, and expenses. For a prospectus containing this and other important information, contact the fund orcontact a TD Ameritrade Client Services representative. Please read the prospectus carefully before investing.
Please note: TD Ameritrade receives remuneration from fund companies participating in its no-load, no-transaction-fee program for record-keeping and shareholder services, and other administrative services. The amount of TD Ameritrades remuneration for these services is based, in part, on the amount of investments in such funds by TD Ameritrade clients. No-transaction-fee funds have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.
Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling , contains this and other important information about an investment company. Read carefully before investing.
A mutual fund is not FDIC-insured, may lose value, and is not guaranteed by a bank or other financial institution.
TD Ameritrade receives remuneration from mutual fund companies, including those participating in its no-load, no-transaction-fee program, for recordkeeping, shareholder services, and other administrative and distribution services. The amount of TD Ameritrades remuneration for these services is based in part on the amount of investments in such funds by TD Ameritrade clients.
PLEASE ALSO SEE IMPORTANTADDITIONAL FUND FEE DISCLOSURE INFORMATION
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.
Mutual funds, closed-end funds and exchange-traded funds are subject to market, exchange rate, political, credit, interest rate, and prepayment risks, which vary depending on the type of fund. International investments involve special risks, including currency fluctuations and political and economic instability. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Fund purchases may be subject to investment minimums, eligibility and other restrictions, as well as charges and expenses.
Although certain money market funds seek to preserve their value of your investment at $1 per share, it is possible to lose money by investing in such a fund. Certain money market funds may impose liquidity fees and redemption gates in certain circumstances.
Some mutual funds sold through TD Ameritrade impose a charge on the purchase of shares, called a sales load. An investor may be able to purchase fund shares through TD Ameritrade without paying a front-end sales load, but an investor may be charged a fee, called a contingent deferred sales charge, when the investor sells or redeems shares. TD Ameritrade may receive part or all of the sales load.
Some mutual funds offer reductions in front-end sales loads (breakpoints) for purchases over certain amounts or purchases through Letters of Intent or Rights of Accumulation. Some funds also offer waivers of those loads, often to retirement plans or charities. Such breakpoints or waivers will be as further described in the prospectus. You, as the investor, should determine and obtain any breakpoints or waivers or provide TD Ameritrade with sufficient information to assist it in obtaining them.
Most mutual funds charge 2.00% on the redemption of shares (including by exchange) held for less than a certain number of calendar days. Performance figures reported do not reflect the deduction of this fee. If reflected, the fee would reduce the performance quoted. Please refer to the funds prospectus for redemption fee information. TD Ameritrade may also charge its own short-term redemption fee.
See theSEC Guide to Mutual Fundsfor more information.
TD AMERITRADE RISKS OF INVESTING IN FUNDS: PLEASE READ IMPORTANT ADDITIONAL MUTUAL FUND, EXCHANGE-TRADED FUND, AND CLOSED-END FUNDRISK DISCLOSURES
Research and planning tools are obtained by unaffiliated third-party sources deemed reliable by TD Ameritrade. However, TD Ameritrade does not guarantee their accuracy and completeness and makes no warranties with respect to results to be obtained from their use. The Investment Profile report is for informational purposes only.
Neither Morningstar Investment Management nor Morningstar, Inc. is affiliated with TD Ameritrade or their affiliates. Morningstar, the Morningstar logo, , and the Morningstar Tools are either trademarks or service marks of Morningstar, Inc.
Morningstar Investment Management, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The mutual funds selected by Morningstar Investment Management for the Premier List have been derived from a universe of mutual funds made available through TD Ameritrade. Both the universe of mutual funds defined by TD Ameritrade and the Premier List are subject to change 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. The information, data and opinions contained herein include proprietary information of Morningstar Investment Management and may not be copied or redistributed for any purpose. Morningstar Investment Management does not warrant this information to be accurate, complete or timely. Morningstar Investment Management is not responsible for any damages or losses arising from the use of this information. Past performance is no guarantee of future results. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management is not affiliated with TD Ameritrade.