Funds Trading Without a Symbol
Select from the following criteria:
Fund Name![]() | Characteristics | Fund Family | Initial Min Inv/ SubInv | Initial Min Inv IRA/ Sub Inv IRA | Redemption Fee | Max Load | Deferred Load | Availability | |
| ALLIANCE BERNSTEIN VARIABLE PRODUCT SER FD-BALANCED WEALTH ST. CLASS A |
|
ALLIANCE BERNSTEIN FUNDS | 2,500 50 |
2,500 50 |
-- | -- | -- | Open to all | Trade |
| ALLIANCE BERNSTEIN VARIABLE PRODUCT SER FD-BALANCED WEALTH ST. CLASS B--CLOSED TO NEW |
|
ALLIANCE BERNSTEIN FUNDS | -- 50 |
-- 50 |
-- | -- | -- | Closed to new | Trade |
| AMERICAN ISRAELI SHARED VALUES CAPITAL APPRECIATION FUND *NOT AVAIL IN ALL STATES* |
|
AMERICAN ISRAELI | 1,000 100 |
1,000 100 |
-- | -- | -- | Open to all | Trade |
| AUXIER FOCUS FUND CLASS A* NOT AVAIL IN ALL STATES* |
|
AUXIER FUNDS (FORESIDE) | 2,000 100 |
2,000 100 |
-- | -- | -- | Open to all | Trade |
| AUXIER FOCUS FUND CLASS C* NOT AVAIL IN ALL STATES* |
|
AUXIER FUNDS (FORESIDE) | 2,000 100 |
2,000 100 |
-- | -- | -- | Open to all | Trade |
| BARON REAL ESTATE FUND |
|
BARON FUNDS | 2,500 500 |
2,000 500 |
-- | -- | -- | Open to all | Trade |
| BARON REAL ESTATE FUND INSTITUTIONAL CLASS |
|
BARON FUNDS INSTITUTIONAL | 1,000,000 1 |
1,000,000 1 |
-- | -- | -- | Open to all | Trade |
| BB&T EQUITY INDEX FUND CLASS C |
|
BB&T FUNDS | 1,000 50 |
1,000 50 |
-- | -- | -- | Open to all | Trade |
| COLUMBIA CA INTERMED MUNI CLASS C |
|
COLUMBIA LOAD FUNDS | 2,500 100 |
1,000 100 |
-- | -- | -- | Open to all | Trade |
| COLUMBIA DIVIDEND INCOME FUND CLASS R--CLOSED TO ALL |
|
COLUMBIA NO-LOAD FUNDS | -- -- |
-- -- |
-- | -- | -- | Closed to all | Trade |
| CREDIT SUISSE INTERNATIONAL FOCUS FD ADV-CLSD TO ALL & NO TRSFR |
|
CREDIT SUISSE LOAD FUNDS | -- -- |
-- -- |
-- | -- | -- | Closed to all | Trade |
| DREYFUS WORLDWIDE DOLLAR FOR 4% CL B(SAFE HARBOR) |
|
DREYFUS FUNDS | -- 100 |
-- 100 |
-- | -- | -- | Closed to new | Trade |
| EPIPHANY FAITH & FAMILY VALUES 100 FUND CLASS A |
|
EPIPHANY FUNDS LOAD | 2,500 250 |
1,000 250 |
-- | -- | -- | Open to all | Trade |
| EPIPHANY FAITH & FAMILY VALUES 100 FUND CLASS C |
|
EPIPHANY FUNDS LOAD | 2,500 250 |
1,000 250 |
-- | -- | -- | Open to all | Trade |
| FEDERATED CAPITAL PRESERVATION FUND - CLOSED TO ALL |
|
FEDERATED NO-LOAD | -- -- |
-- -- |
-- | -- | -- | Closed to all | Trade |
| FEDERATED MDT STOCK TRUST FUND CLASS IS |
|
FEDERATED INSTITUTIONAL SHARES | 1,000,000 1 |
1,000,000 1 |
-- | -- | -- | Open to all | Trade |
| FIFTH THIRD DISCIPLINED LARGE CAP VALUE-ADVISOR *CLSD TO ALL |
|
FIFTH THIRD FUNDS | -- -- |
-- -- |
-- | -- | -- | Closed to all | Trade |
| FIFTH THIRD DIVIDEND GROWTH FUND-ADVISOR *CLSD TO ALL |
|
FIFTH THIRD FUNDS | -- -- |
-- -- |
-- | -- | -- | Closed to all | Trade |
| FIFTH THIRD LIFEMODEL AGGRESSIVE FUND-ADVISOR *CLSD TO ALL |
|
FIFTH THIRD FUNDS | -- -- |
-- -- |
-- | -- | -- | Closed to all | Trade |
Please read this important information. Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund carefully before investing. A mutual fund's prospectus contains this and other information about the mutual fund. Prospectuses are available through this web site or through a Scottrade branch office. The prospectus should be read carefully before investing. The prospectus also contains information about the availability of reduced sales charges, or "breakpoints," on the purchase of Class A shares. The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of a mutual fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted. Please consult a tax, legal, or financial advisor with questions regarding your investment objectives, personal tax, or financial situation. Scottrade will use third-party vendors to provide mutual fund information. The research, tools, and information provided are only for those mutual funds that are available through Scottrade and will not include every fund available to the public. Although the sources of the mutual fund research tools provided on this Web site are believed to be reliable, Scottrade makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the information. Information on this web site is for informational use only and should not be considered investment advice or recommendation to invest in mutual funds or a particular mutual fund.
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Online market and limit stock trades are just $7 for stocks priced $1 and above.
Any specific securities, or types of securities, used as examples are for demonstration purposes only. No information on this Web site should be considered a recommendation or None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.
Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund carefully before investing. A mutual fund's prospectus contains this and other information about the mutual fund. Prospectuses are available through our trading site or through a Scottrade branch office. The prospectus should be read carefully before investing. No transaction fee (NTF) funds are subject to the terms and conditions of the NTF funds program. Scottrade is compensated by the funds participating in the NTF program through recordkeeping, shareholder, or SEC 12b-1 fees.
Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for long-term investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.
Margin trading involves interest charges and risks, including the potential to lose more than deposited, or the need to deposit additional collateral in a falling market. Margin Disclosure Statement (PDF) is available for download, or it is available at one of our branch offices. It contains information on our lending policies, interest charges, and the risks associated with margin accounts.
Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the Scottrade Options Application and Agreement, Brokerage Account Agreement, and by downloading the Characteristics and Risks of Standardized Options and Supplements (PDF) from The Options Clearing Corporation, or by requesting a copy from your local branch office. Supporting documentation for any claims will be supplied upon request.
Market volatility, volume, and system availability may impact account access and trade execution.
Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

