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Whether you prefer managing your own investment portfolio online or receiving the helpful support of an investment professional, Wells Fargo can help make it easier to invest in mutual funds.
If you prefer to work independently, open a WellsTrade® online and mobile brokerage account to invest in mutual funds, as well as stocks, ETFs, and options.
Take advantage of these helpful tools and resources from Wells Fargo Advisors.
Use the Mutual Fund Screener to narrow down the thousands of available mutual funds to a manageable list that meets your criteria. Screening criteria include returns, Morningstar ratings, expenses, asset class/category, and more.
View a list of mutual funds, pre-screened based on objective criteria to help make selecting easier. The list is updated quarterly, and the funds are available for purchase with a WellsTrade brokerage account.
A mutual fund pools investors’ money to purchase stocks, bonds, other securities and cash. An investor can buy shares of a mutual fund, which is professionally managed according to investment objectives stated in the fund’s prospectus.
Unlike traditional mutual funds, asset allocation and target date funds primarily invest in other mutual funds or exchange-traded funds (ETFs) to gain exposure to a wide variety of asset classes. These funds are well-diversified and, under normal market conditions, follow a target asset allocation based upon the fund’s investment objectives. Typically, target date funds are sold by date, such as a 2025 fund. The farther away the date is, the greater the risks the fund usually takes.
There is no assurance a mutual fund, including target date and asset allocation funds, or ETFs, will meet their investment objectives, or that an investor will have sufficient money in retirement investing in a target date fund. The principal value of an investment in a mutual fund or ETF is not guaranteed at any time, including, for a target date fund, at its target date.
Options involve risk and are not suitable for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options.” This is available from the Options Clearing Corporation or any listed options exchange. You should read it carefully before investing.
Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company and is intended only for United States residents. WellsTrade® brokerage accounts are offered through WFCS.
