Mutual Fund Screener
Adjust the selected criteria
Total Mutual Fund Matches
For Sale at Scottrade
--
--
Fund Minimum Investment
--
--
Classification
To select multiple Classifications, hold the CTRL key (PC) or SHIFT key (Mac).
-- Arizona Municipal Debt Basic Materials Funds California Intermediate Municipal Debt California Municipal Debt California Short-Intermediate Municipal Debt China Region Colorado Municipal Debt Commodities Funds Connecticut Municipal Debt Consumer Goods Funds Consumer Services Funds Convertible Securities Corporate Debt Funds A-Rated Corporate Debt Funds BBB-Rated Dedicated Short Bias Diversified Leverage Funds Emerging Markets Emerging Markets Debt Equity Income Equity Market Neutral European Region Extended U.S. Large-Cap Core Funds Financial Services Flexible Income Flexible Portfolio Florida Municipal Debt General Bond General Municipal Debt General US Government General US Treasury Georgia Municipal Debt Global Financial Services Funds Global Flexible Portfolio Global Health/Biotechnology Funds Global Income Global Large-Cap Core Global Large-Cap Growth Global Large-Cap Value Global Multi-Cap Core Global Multi-Cap Growth Global Multi-Cap Value Global Natural Resources Funds Global Real Estate Funds Global Science/Technology Funds Global Small-/Mid-Cap Funds GNMA Gold-Oriented Health/Biotechnology High Current Yield High Yield Municipal Debt Industrials Funds Insured Municipal Debt Intermediate Investment Grade Debt Intermediate Municipal Debt Intermediate US Government International Income International Large-Cap Core International Large-Cap Growth International Large-Cap Value International Multi-Cap Core International Multi-Cap Growth International Multi-Cap Value International Real Estate Funds International Small/Mid-Cap Core International Small/Mid-Cap Growth International Small/Mid-Cap Value Japanese Large-Cap Core Large-Cap Growth Large-Cap Value Latin American Loan Participation Long/Short Equity Maryland Municipal Debt Massachusetts Intermediate Municipal Debt Massachusetts Municipal Debt Michigan Municipal Debt Mid-Cap Core Mid-Cap Growth Mid-Cap Value Minnesota Municipal Debt Missouri Municipal Debt Mixed-Asset Target 2010 Mixed-Asset Target 2015 Funds Mixed-Asset Target 2020 Mixed-Asset Target 2025 Funds Mixed-Asset Target 2030 Mixed-Asset Target 2035 Mixed-Asset Target 2040 Funds Mixed-Asset Target 2045 Funds Mixed-Asset Target 2050+ Funds Mixed-Asset Target Allocation Conservative Mixed-Asset Target Allocation Growth Mixed-Asset Target Allocation Moderate Multi-Cap Core Multi-Cap Growth Multi-Cap Value Multi-Sector Income Natural Resources New Jersey Municipal Debt New York Intermediate Municipal Debt New York Municipal Debt North Carolina Municipal Debt Ohio Municipal Debt Other States Intermediate Municipal Debt Other States Municipal Debt Other States Short-Intermediate Municipal Debt Pacific Ex-Japan Pacific Region Pennsylvania Municipal Debt Real Estate S&P 500 Index Objective Science & Technology Short Investment Grade Debt Short Municipal Debt Short US Government Short US Treasury Short-Intermediate Investment Grade Debt Short-Intermediate Municipal Debt Short-Intermediate US Government Single-State Insured Municipal Debt Funds Small-Cap Core Small-Cap Growth Small-Cap Value Specialty Diversified Specialty/Miscellaneous Telecommunications Treasury Inflation-Protected Securities Ultra-Short Obligation US Mortgage Utility Virginia Municipal Debt
--
--
Fund Family
To select multiple Fund Families, hold the CTRL key (PC) or SHIFT key (Mac).
-- Invesco AIM Fifth Third Asset Management Inc Oberweis Asset Management Inc Edgemoor Capital Management Inc Roxbury Capital Management LLC NorthCoast Asset Management LLC CNL Fund Advisors Company Aquila Investment Management Pioneer Investment Management Inc Schooner Investment Group LLC RiverNorth Capital Management Inc Managers Investment Group LLC MassMutual Life Insurance Company Charles Schwab Investment Management Inc Muhlenkamp & Co Archer Investment Corporation Mairs and Powers Inc Polaris Capital Management Inc Sarasota Capital Strategies Inc Riversource Investments LLC Riazzi Asset Management LLC Schwartz Investment Counsel Inc United Association of Pipe Fitters Wright Fund Management LLC Bessemer Investment Management LLC Appleton Partners Inc Perimeter Capital Partners LLC SEI Group State Street Bank & Trust CO/IFTC FundQuest Inc Commonwealth Capital Management LLC Quaker Funds Inc Hillman Capital Management Inc Hartford Mutual Funds Security Investors LLC Davidson Investment Advisors Inc Brown Brothers Harriman Robert W Baird & Company Inc FAF Advisors Inc Rafferty Asset Management LLC Hartford Life Investment Advisors LLC NCM Capital Advisers Inc Madison Mosaic Hotchkis & Wiley Capital Management LLC Cook & Bynum Capital Management LLC BB&T Asset Management Inc Leuthold Weeden Capital Management LLC Edgar Lomax Company Investment Research Corporation Allied Asset Advisors Inc Dal Investment Company LLC Kalmar Investment Advisers Claremont Investment Partners LLC Wayne Hummer Management Company Freedom Funds Management Company Jacob Asset Management of New York LLC Community Capital Management LLC Edward D Jones & Co Litman/Gregory Fund Advisors LLC Ascentia Capital Partners LLC Rydex Investments Pax World Management Corporation Equitrust Investment Mgmt Services Inc Davenport & Company LLC MMA Capital Management Lowry Hill Investment Advisors Inc Voyageur Asset Management Inc Foresight Asset Management LLC Symons Capital Management Natixis Asset Management Advisors LP Harbor Capital Advisors Inc IMS Capital Management Inc Principal Management Corporation Earnest Partners LLC Fenimore Asset Management Inc Dividend Growth Advisors LLC Willis Group Inc Dean Investment Associates LLC Meyers Capital Management Group LLC Perritt Capital Management Inc Beck Mack & Oliver LLC Iron Financial Management Inc Congress Asset Management Company D F Dent and Company Inc Domini Social Investments LLC Oakmark Family of Funds Wesbanco Bank Wheeling Dalton Grenier Hartman Maher & Co LLC Yorktown Mgmt & Research Company Inc Ridgeworth Funds Thompson Siegel & Walmsley LLC Prospector Partners Asset Management LLC Boston Trust Investment Management Inc Profit Investment Management John Hancock Life Insurance Company Wegener LLC CSI Capital Management Inc Aegis Financial Corporation Victory Capital Management Inc Northern Trust Investments NA CMG Capital Management Group Inc Neiman Capital Management Rigel Capital LLC Motley Fool Asset Management LLC Emerald Asset Advisors LLC Van Kampen Asset Management C & O Funds Advisor Inc Firsthand Capital Management Inc Lazard Asset Management LLC Bridges Investment Management Inc Third Millennium Invst Advisors LLC Appleton Group Wealth Management American Money Management LLC Fidelity Management & Research Company Vantagepoint Investment Advisers LLC IndexIQ Advisors LLC Artio Global Management LLC Thompson Plumb Funds Nakoma Capital Management LLC Stonebridge Capital Management Inc Real Estate Management Services LLC Evergreen Investment Management LLC Ameristock Corporation Brazos Capital Management LP Country Trust Bank SBG Capital Management Inc Brick Asset Management Inc Hancock Horizon Funds Navellier & Associates Inc TFS Capital LLC SMI Advisory Services LLC Lord Abbett & Co LLC Artisan Partners LP SGM Fund Management LLC Robeco Investment Funds Paradigm Capital Management Inc Akros Capital LLC First Financial Capital Advisors LLC John Hancock Group First Associated Investment Advisors Inc PrimeCap Management Company HighMark Capital Management Inc Rainier Investment Management Inc Giordano Asset Management LLC Eaton Vance Management Aberdeen Asset Management Inc Mercer Global Investments Inc Biondo Investment Advisors Shay Assets Management Inc Van Wagoner Capital Management Inc Chase Investment Counsel Corporation Wells Asset Management Inc Henssler Equity Fund Guinness Atkinson Asset Management Inc Trinity Fiduciary Partners LLC DundeeWealth US LP International Value Advisors LLC Oceanstone Capital Management Inc Northeast Mgmt & Research Company Inc Saturna Capital Corporation Delaware Management Company Franklin Templeton Investments UBS Global Asset Management Fischer Investments AllianceBernstein LP Spectrum Advisory Services Inc Peak Wealth Opportunities LLC Paypal Asset Management Matrix Asset Advisors Inc Brown Capital Management Inc Prudential Investments LLC Barrett Associates Inc Buffalo Mutual Funds Stratton Management Company Bullfinch Funds Tanaka Capital Management Inc Grubb & Ellis Alesco Global Advisors Akre Capital Management LLC Winslow Management Company LLC RE Advisers Corporation Huntington Asset Advisors Inc Commerce Investment Advisers Inc Cookson Pierce & Co Pacific Financial Group Inc WB Capital Mutual Funds Torray LLC Critical Math Advisors LLC Jones Villalta Asset Management LLC Progressive Investment Management Corp Haverford Financial Services Inc JJB Hilliard WL Lyons Inc Consulting Group Cap Markets Funds Phocas Financial Corporation Oxford Private Client Group LLC Pinnacle Advisors LLC Fairholme Asset Management Inc Huber Capital Management LLC OppenheimerFunds Inc Arnold Investment Counsel Inc Sterling Capital Management LLC Index Investments LLC Conestoga Capital Advisors LLC PIMCO Juruka Mills & Kiefer LLC Bruce and Company Inc Reich & Tang Asset Management Matthew 25 Management Corporation Sparrow Capital Management Inc American Funds First Western Investment Management Inc City National Asset Management Inc CUNA Seligman Funds Viking Fund Management LLC Luther King Capital Mgmt Corporation New Providence Capital Mgmt/Atlanta Inv Renaissance Capital Corporation Rady Asset Management LLC Ruane Cuniff & Goldfarb Inc Dimensional Fund Advisers LP Wright Investors Service Inc Russell Investment Group Euro Pacific Halter Asia Management Inc Wilmington Funds Morgan Stanley Investment Mgmt Inc Portfolios Inc Bragg Financial Advisors Inc Leader Capital Corporation Century Capital Management LLC Dodge & Cox Dreyfus Corporation Gateway Investment Advisers LLC SunAmerica Asset Management Corp Yacktman Asset Management Company HGK Asset Management Frost Investment Advisors LLC Ivy Investment Management Company PFM Asset Management LLC St Denis J Villere & Company LLC Aster Investment Management Company Inc JennisonDryden Funds Van Den Berg Management Inc Adams Asset Investors LLC North Country Investment Advisers Inc Gabelli Funds LLC Wasatch Advisors Inc Burnham Asset Management Corporation Pearl Management Company Tygh Capital Management Inc Hatteras Alternative Mutual Funds LLC Westport Advisers LLC Johnson Investment Counsel Inc Thunderstorm Mutual Funds LLC Stone Harbor Investment Partners LP Killen Group Inc Forward Management LLC Capital Advisers Inc Geneva Investment Mgmt of Chicago LLC Advance Capital Management Inc Smith Barney Fund Management LLC Champlain Investment Partners LLC KCO Investments Inc Alpine Woods Capital Investors Inc Bull Path Capital Management LLC Capital Growth Management LP Rice Hall James & Associates LLC AlphaStream Portfolios Inc Roosevelt Investment Group Orrell Capital Management Inc BlackRock Institutional Management Co Virtus Investment Partners Inc Valley Forge Management Corporation Old Mutual Capital Inc Trustmark Investment Advisors Inc Destination Capital Management Inc AmerIsrael Capital Management LLC Ancora Advisors LLC T2 Partners Management LP Callahan Credit Union Finl Svcs Nomura Asset Management USA Inc Analytic Investors LLC Anchor Capital Management Group LLC Nicholas Company Inc Meeder Asset Management Inc One Compass Advisors Clipper Funds Ell Realty Securities Inc AQR Capital Management LLC Mutuals.com Stadion Money Management Inc Reserve Management Company Inc Bertolet Capital LLC Stephens Investment Mgmt Group LLC Lateef Investment Management LP American Century Investment Mgmt Inc Windowpane Advisors LLC Frontier Investment Management Co Hodges Capital Management Inc Credit Suisse Asset Management LLC Henderson Global Investors Inc Calvert Funds GRT Capital Management LLC Allegiant Funds PNC Funds Icon Funds Wintergreen Advisers LLC Marvin & Palmer Associates Inc Calamos Advisors LLC Mohawk Asset Management Inc Freiss Associates LLC Matthews International Capital Mgmt LLC Ambassador Capital Management LLC Gratio Capital Potkul Capital Management LLC Spirit of America Management Co Satuit Capital Management LLC Spears Abacus Advisors LLC Columbia Funds Wallace R Weitz & Company Green Century Capital Management McCarthy Group Advisors LLC AARP Financial Inc First Pacific Advisors LLC Berkshire Capital Holdings Inc Auxier Asset Management LLC Aviemore Asset Management LLC Leigh Baldwin & Co LLC GE Asset Management Inc Corbyn Investment Management Inc Tweedy Browne Company LLC Freedom Investors Corporation American Beacon Advisors Inc Marsico Capital Management LLC AFBA 5Star Investment Management Co. Foxhall Capital Management Inc Mainstay Funds Lee Financial Group M & I Investment Corporation Concorde Investment Management Jensen Investment Management Inc Grisanti Brown & Partners LLC First Eagle Funds CS Mckee LP ING Investments LLC Acadian Asset Management Inc Cavanal Hill Funds Dreman Value Management LLC Marketfield Asset Management LLC Winans International Inc Neuberger Berman Management LLC Goldman Sachs & Co/GSAM FCA Corporation Thomas White International Ltd RW Roge & Company Inc Toreador Research & Trading LLC Cornerstone Capital Management Inc PIA Mutual Fund Kerns Capital Management Inc International Strategy & Investment Inc Turner Investment Partners Inc MTB Investment Advisors Inc Brown Investment Advisory Inc Holland Capital Management LLC Water Island Capital LLC Hennion & Walsh Asset Management Inc Glickenhaus & Company Quantitative Investment Advisors Inc Investment Counselors of Maryland Marketocracy Funds Parnassus Investments Monetta Financial Services McConnell Asset Management LLC Touchstone Advisors Inc WP Stewart & Company Inc Merk Investments LLC Waddell & Reed Investment Mgmt Company Ariel Investments LLC Bogle Investment Management LP AH Lisanti Capital Growth LLC Greenwich Advisors LLC Al Frank Asset Management Inc Moneypaper Advisor Inc Pennsylvania Avenue Advisors Barclays Global Fund Advisors Manarin Investment Counsel Changing Parameters LLC Fred Alger Management Inc Becker Capital Management Inc Reynolds Capital Management Kinetics Asset Management Inc Rhoads Lucca Capital Partners LP Cheswold Lane Asset Management LLC Bhirud Associates Inc Milestone Capital Management Sentinel Asset Management Inc Saratoga Capital Management LLC Hansberger Global Investors Inc King Investment Advisors Inc Integrity Asset Management LLC Frank Capital Partners LLC Financial Counselors Inc Thornburg Investment Management LLC Empiric Advisors Inc First Manhattan Co Cullen Capital Management LLC Absolute Investment Advisers LLC Olstein Capital Management LP Check Capital Management Inc Southernsun Asset Management Inc BAMCO Inc BlackRock Inc Wells Fargo Fund Management LLC Driehaus Capital Management LLC MFS Investment Management Cornercap Investment Counsel Inc Lowe Brockenbrough & Company Inc GuideStone Funds Trust Three G Financial LLC Asset Management Group of Bank of Hawaii Sound Shore Management Inc First National Bank of Omaha Longleaf Partners Aston Asset Management Co Pekin Singer Strauss Asset Management Lend Lease Real Estate Investments Epoch Investment Partners Inc Cornerstone Asset Management Inc Amertica First Capital Management LLC SiVest Group Inc EM Capital Management LLC Federated Investors William Blair & Company LLC Holland & Company LLC Golub Group LLC Tocqueville Asset Management LP Edgewood Management LLC Frontegra Asset Management Inc Metzler/Payden LLC Palantir Capital Management Ltd FBR Fund Advisers Inc Baxter Financial Corporation Schroder Invst Mgmt North America Inc ALPS Advisors Inc AdvisorOne Funds Forester Capital Management Inc Sycuan Capital Management Inc James Investment Research Inc Fiduciary Management Associates LLC Value Trend Capital Management LP Arrow Investment Advisors LP DSM Capital Partners LLC Pacific Global Investment Mgmt Company Morris Capital Advisors Inc Wentworth Hauser & Violich Inc Diamond Hill Capital Management Inc Berkshire Advisors Structured Investment Management Inc TD Asset Management USA Inc Weiss Capital Management Inc Intrepid Capital Management Inc Adirondack Research & Management Inc First Investors Management Co Inc Vanguard Group Inc Metropolitan West Asset Management LLC LSV Asset Management Pacific Life Insurance Company Liberty Street Advisors Inc DWS Investments Gardner Lewis Asset Management LP Nicholas-Applegate Capital Management Cutler Investment Counsel LLC Harding Loevner Management LP MH Investment Management Inc Hilliard Lyons Research Advisors Accrued Equities Inc Allianz Global Investors Glenmede Investment Management LP Bishop Street Capital Management Envestment Asset Management Inc Newgate Capital Management LLC RNC Capital Management Grantham Mayo Van Otterloo & Co LLC AQ Johnson & Co Inc McCormick Asset Management Inc Summit Portfolio Advisors LLC Ameritor Financial Corporation HSBC Global Asset Management (USA) Inc Payden & Rygel Cramer Rosenthal Mcglynn LLC Dunham & Associates Invest Counsel Inc American Independence Financial Svcs LLC Cambiar Investors LLC Sherwood Forest Capital Management LLC RS Investment Management Co LLC Westcore Funds Legg Mason/Western Asset Management Jacobs & Company Stewart Capital Advisors T Leavell & Associates Inc Lacerte Capital Advisers LLC Schneider Capital Management LP Leeb Capital Management Inc Smead Capital Management Inc Needham Investment Management LLC Davis Selected Advisers LP Gould Investment Partners LLC Mutual Funds Leader Inc Capstone Asset Management Company Loomis Sayles & Company LP Abundance Technologies Inc Van Eck Associates Corporation Bridgeway Capital Management Inc Zacks Investment Management Inc Transamerica Funds TOP Fund Management Inc Highland Capital Management LP State Farm Investment Mgmt Corporation Manning & Napier Advisors Inc Victoria 1522 Investments LP Fiduciary Management Inc Cohen & Steers Capital Management Inc Snow Capital Management LP Munder Capital Management Scout Investment Advisors Inc Westchester Capital Management Inc Optique Capital Management Inc Crawford Investment Counsel Inc Transamerica Asset Management Inc Mutual of America Cap Mgmt Corporation AIG Global Investment Corp Birmiwal Asset Management Inc Parr Financial Group LLC Bell Investment Advisors Inc Academy Asset Management LLC Morgan Stanley Investment Advisors Inc Nuveen Asset Management Midas Management Corporation Osterweis Capital Management Inc Union Investment Advisors Inc Heartland Advisers Inc Boyar Asset Management Inc T Rowe Price Associates Inc ProFunds Group Azzad Asset Management Inc Compass Advisory Group LLC Dupree & Company Inc Rochdale Investment Management LLC Mirzam Asset Management LLC Staar Investment Trust Sheets Smith Wealth Management Inc FolioMetrix LLC US Global Investors Funds Eagle Asset Management Inc Keeley Asset Management Corporation Toews Corporation Kirr Marbach & Company LLC Catalyst Funds Wellesley Investment Advisors Inc Montebello Partners LLC Thrivent Financial for Lutherans Wall Street Management Corporation HM Payson & Co American Trust Investment Advisors LLC Upright Financial Corporation Causeway Capital Management LLC Wertz York Capital Management Group LLC AlphaMark Advisors LLC Nashville Capital Corporation Golden Capital Management LLC SBAuer Funds LLC Oak Value Capital Management Inc Capital Management Associates Inc Nationwide Fund Advisors Royce & Associates LLC USAA Investment Management Company Volumetric Advisers Inc JPMorgan Funds Weston Financial Group Croft-Leominster Inc W H Reaves & Company Inc Walthausen & Co LLC Bryce Capital Management LLC Securities Management & Research Inc Copley Financial Services Inc TIAA-CREF Genworth Financial Wealth Mgmt Inc Fort Pitt Capital Group Inc Putnam Investment Management LLC Incline Capital LLC Flippin Bruce & Porter Inc Oak Associates Ltd Janus Capital Management LLC Hussman Econometrics Advisors Inc Stralem & Company Inc Yieldquest Advisors LLC Third Avenue Management LLC SIT Investment Associates Inc Perkins Capital Management Inc Westwood Management Corp Congressional Effect Management LLC Timothy Partners Ltd Emerald Research Corporation Brandes Investment Partners LP Eulav Asset Management LLC Lotsoff Capital Management Permanent Portfolios Family of Funds TCW Investment Management Company Hennessy Management Company LP Wilshire Target Funds LWI Financial Inc California Funds
--
--
Advanced Tools
When you open an account with Scottrade, you will get access to advanced Mutual Fund screening tools such as:
Fund Availability at Scottrade Load Type No Transaction Fee Dividend Yield Lipper Leaders And many others!
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.
Brokerage Products and Services offered by Scottrade, Inc. - Member FINRA and SIPC
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 appropriate for all investors. Detailed information about the risks associated with options can be found in the Scottrade Options Application and Agreement , Brokerage Account Agreement , or 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.