Mutual fund trading

With over 13,000 common funds from leading fund families and a broad range of no-transaction-fee (NTF) funds, common fund trading at United Stock Brokers covers a range of investment goals, philosophies, asset classes, and risk revelation. Use our tools and resources to choose funds that match your objective.

Invest in mutual funds using objective research

It’s vital to have self sufficient and objective information when investing in mutual funds because you want a clear view of its performance and a peek of the outlook going forward. USB gives you approach to tools and resources that can help you select mutual funds based on objective performance criteria and selected by independent experts.

Three reasons to trade mutual funds at United Stock Brokers

1. The United Stock Brokers Premier List powered by Morningstar Research Services – Get top picks* with a focus on no transaction fee funds. All funds are rigorously pre-screened and meet strict criteria.

2. A Complete Mutual Fund Toolbox – You also get a variety of other tools, such as Mutual Fund Screeners, Compare Funds, Focus List, Morningstar Instant X-RaySM and more.

3. No-Transaction-Fee (NTF) Mutual Funds – United Stock Brokers offers hundreds of NTF funds from leading fund families, which help reduce your trading costs.**

See pricing and select the Mutual Fund tab for details.

Find and pursue Mutual Funds that match your goals

Get access to the classy United Stock Brokers Premier List powered by Morningstar Research Services. This powerful research tool helps you examine, match, screen and assess your current fund holdings, giving you real power behind your mutual fund investing.

The Premier List powered by Morningstar Research Services

Imagine having access to a carefully screened and analyzed list of mutual funds, selected by Morningstar Research Services experts that specialize in fund research. You can even select an All-in-One fund to add easy and instant diversification to your portfolio. Or build a customized strategy that includes foundational Core Funds and various “satellite” funds that focus on specialized areas.

High-powered screeners and research that leaves no fund unturned

Filter fund choices to easily research which might be right for you. You can do that with mutual fund screeners, robust profiles, comparison tools, category and fund family lists and more.

The right tools to find the right Mutual Fund

Looking to analyze your current mutual fund holdings? Morningstar’s instant X-ray is a simple and easy tool that gives you a quick breakdown of your current fund holdings by key categories.

The Compare Funds tool gives you an easy way to evaluate mutual funds, as well as get an understanding of their holdings – so you don’t overinvest in one company or sector.

USB Mutual Fund Screeners help you select from thousands of potential investment choices to research and validate your mutual fund trading ideas.