Professional Fund Investing

Build Wealth with Top Mutual Funds

Access professionally managed funds with institutional-grade research tools and low fees

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4,500+

Funds Available

0.25%

Avg. Expense Ratio

$100

Minimum Investment

Top Performing Funds (5Y Annualized)

Large Cap Growth

Tech Sector

Emerging Markets

Diversified Options

Explore Mutual Fund Categories

Choose from a wide range of professionally managed funds to match your investment goals

Equity Funds

Invest in stocks of companies with growth potential across market caps and sectors

Large Cap Growth
Small Cap Value
International Equity
Sector-Specific

View Equity Funds

Fixed Income

Lower-risk investments in government and corporate bonds with regular income

Treasury Bond Funds
Corporate Bond Funds
Municipal Bond Funds
High Yield Bonds

View Bond Funds

Balanced Funds

Diversified mix of stocks and bonds for balanced growth and income

Conservative Allocation
Moderate Allocation
Growth Allocation
Target Date Funds

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Specialty Funds

Focus on specific sectors, regions, or investment strategies

Real Estate (REITs)
Commodities
ESG/Sustainable
Sector Rotation

View Specialty Funds

Professional Tools

Advanced Fund Selection Tools

Our institutional-grade tools help you find the perfect funds for your portfolio

Advanced Fund Screener

Filter through thousands of funds using our comprehensive screening tool with 50+ criteria to find investments that match your strategy.

Filter by performance metrics (1Y, 3Y, 5Y returns)
Sort by expense ratio, turnover, or manager tenure
Screen for ESG/sustainable investing criteria
Compare funds side-by-side
Save custom screens for future use

Launch Fund Screener

Fund Comparison Tool

Compare up to 5 funds simultaneously across all key metrics to make informed investment decisions.

Performance comparison charts
Risk/return metrics analysis
Portfolio overlap visualization
Expense breakdown comparison
Download comparison reports

Compare Funds Now

Portfolio Builder Tool

Construct and analyze a diversified mutual fund portfolio tailored to your investment goals and risk tolerance.

Asset allocation modeling
Risk assessment questionnaire
Historical performance simulation
Tax efficiency analysis
Rebalancing recommendations

Build Your Portfolio

Expert Guidance

Mutual Fund Investment Strategies

Professional approaches to building wealth with mutual funds

Core-Satellite Approach

Combine index funds (core) with actively managed funds (satellites) for balance between cost efficiency and outperformance potential.

60-70% in low-cost index funds
30-40% in select active funds
Rebalance annually

Layering Strategy

Build your portfolio in layers - starting with broad market funds, then adding specialized funds for diversification.

Start with total market funds
Add international exposure
Include sector/specialty funds

Dollar-Cost Averaging

Invest fixed amounts at regular intervals to reduce market timing risk and benefit from market fluctuations.

Automate monthly investments
Benefit from market dips
Reduce emotional investing

Tax-Efficient Investing

Strategically place funds in taxable vs. tax-advantaged accounts to minimize tax liabilities.

Bonds in tax-deferred accounts
Index funds in taxable accounts
Tax-managed funds where appropriate