Invest in mutual funds the easy way
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.
Mutual Fund Screener
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.
Mutual Fund Screener
WellsTrade Mutual Fund Screened List
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. Funds available through WellsTrade may not be available through Wells Fargo Advisors.
Work with a Financial Advisor
Our full-service brokerage, Wells Fargo Advisors, offers you the helpful support of an investment professional in person or by phone. Funds available through Wells Fargo Advisors may not be available through WellsTrade.
Request a Consultation
What is a mutual fund?
A mutual fund is an investment company that pools money from many investors and invests the combined holdings in a single portfolio of securities including stocks, bonds, other securities or assets or some combination of these investments. It is professionally managed according to stated investment objectives found in the fund’s prospectus.
Most mutual funds are managed by investment advisers who are registered with the Securities and Exchange Commission. It is the fund's manager who is responsible for selecting the fund's investments in an effort to meet the fund's objectives and implement its strategies.
Today, a wide variety of mutual funds are available and many funds are increasingly complex or specialized or employ complicated investment strategies, including hedging and leveraging through short selling and derivatives and might invest in assets such as global real estate, commodities, leveraged loans, start-up companies and unlisted securities.
It is important to have a complete understanding of the investment strategies and underlying products to understand the mutual fund’s value to associated risks. For example, the level and type of risk associated with mutual funds may vary significantly from one fund to another. Complex funds in particular are subject to a number of risks, including increased volatility and greater potential for loss, and are not appropriate for all investors. Before investing in any mutual fund, you should read about these risks, which are explained in detail in each mutual fund’s prospectus, and discuss your investment goals and objectives with your Financial Advisor.
Because each fund pursues its own unique investment objectives, each fund has its own set of specific risks. There is no assurance any Fund will achieve its investment objective. All investing involves risk including the possible loss of principal. Investments fluctuate with changes in market conditions due to numerous factors some of which may be unpredictable.
Options involve risk and are not appropriate 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.
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
WellsTrade® and Intuitive Investor® accounts are offered through WFCS.