KnowHow® News

April 2014: In the Know

Select Lists* Can Help Fine-Tune Your Investment Strategy

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 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.

Select Lists*

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 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 selections were based on a methodology developed by the analysts at Both the universe of ETFs and the Select List are subject to change without notice. The name and logo are either registered or service marks of

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 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.

The information and content provided in the Scottrade® Knowledge Center is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial product or an endorsement or affirmation of any specific investment strategy. You are fully responsible for your investment decisions. Your choice to engage in a particular investment or investment strategy should be based solely on your own research and evaluation of the risks involved, your financial circumstances and your investment objectives. Scottrade, Inc. and its affiliates are not offering or providing, and will not offer or provide, any advice, opinion or recommendation of the suitability, value or profitability of any particular investment or investment strategy.