Trading Direct

Mutual Funds

Why maintain multiple accounts with various mutual fund companies, when you can conveniently manage all your mutual fund investments from just one account?  At Trading Direct, we have over 14,000 individual mutual funds available, from hundreds of families. 

• Our mutual fund offerings are separated into three (3) categories:  

1. FundVest ® No-Transaction-Fee Funds
There is no commission or fee charged by Trading Direct, provided that shares are held at least six months, otherwise a $50 short-term redemption fee may apply. 

2. No-Load Funds:
There is a $21.95 commission to buy or sell.

3. Load Funds:
There is a front-end or back-end load, determined by the prospectus. 


• 
Over 14,000 open-end mutual funds available for purchase through Trading Direct, a division of York Securities, and are displayed in the list below:

Mutual Fund List in Adobe PDF format 

Mutual Fund List in an Excel Spreadsheet 

List current as of 04/21/17, and is subject to change. Individual investors may purchase institutional class mutual fund shares on this list, often with reduced minimum investment amounts.

 

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. 

FundVest is a registered service mark of Pershing, LLC.

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