Trading Direct

Institutional Funds

Institutional class mutual funds can be purchased by individuals, often with significantly reduced investment minimums.  You do not have to be an institution to buy institutional class shares through Trading Direct.

Take advantage of the potentially lower expense ratios typically associated with owning institutional class shares.

Check out the FundVest List as XLS spreadsheet or a PDF. (Last update 07/21/2016). Over 3800 Institutional class funds are available. 


Note: Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. To check this or any other information about a specific mutual fund, please request a prospectus from the fund company or Trading Direct, to read thoroughly before entering an order.