With an ever-dizzying variety of investment choices, even the most experienced self-directed investors might need a little help figuring out which mutual funds or exchange-traded funds (ETFs) may be right for them. That's why Scottrade offers several types of screening tools to help you find funds that meet certain criteria that you define. You can also use our predefined screen to narrow your choices.
In addition to these tools, we also offer Select Lists*, which may help you sift through all of your choices. Scottrade has teamed with independent experts on fund research to provide a short list of ETFs and mutual funds for your consideration: Ibbotson Associates, a leading independent provider of investment advisory services and part of Morningstar's Investment Management group, for mutual funds; and ETF.com for ETFs.
The Select Lists are arranged by asset classes such as large-cap stocks, fixed income and international equities. The Select Lists utilize the work of independent research firms to help you quickly find potential investments, rather than analyzing a universe of mutual funds and about ETFs.
The Select Lists don't completely take decision making out of your hands. Each asset class represented will have about five or more candidates for you to consider. The Select Lists will be updated on a quarterly basis, yet you shouldn't expect many changes, as they are designed with long-term investing in mind.
Morningstar's Investment Management group includes Ibbotson Associates, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Select List of mutual funds is provided by Ibbotson Associates, Inc. The funds chosen for the mutual fund Select List have been derived from a universe of no-load mutual funds available for sale at Scottrade. The universe does not include all mutual funds available in the marketplace. Ibbotson may have more favorable opinions of certain mutual funds, which are not included in the universe of mutual funds made available through Scottrade. The Ibbotson selections were based on qualitative factors and quantitative analysis in addition to the judgment of Ibbotson analysts. Ibbotson is not acting in the capacity of advisor to individual investors. The Ibbotson name and logo are either registered or service marks of Ibbotson. Both the universe of mutual funds defined by Scottrade and the Select List are subject to change without notice.
The exchange-traded funds selected by ETF.com for the Select List have been derived from the full universe of ETFs available for trading on an exchange for more than six months. The ETF.com selections were based on a methodology developed by the analysts at ETF.com. Both the universe of ETFs and the Select List are subject to change without notice. The ETF.com name and logo are either registered or service marks of ETF.com.
Particular mutual funds and ETFs on the Select List may not be appropriate investments for you under your circumstances, and there may be other mutual funds, ETFs or investment options offered by Scottrade that are more suitable. Ibbotson and ETF.com are not affiliated with Scottrade. 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 fully research any security before making an investment decision.