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Mutual Fund Investing
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Every investor has a different set of requirements. That's why we offer a huge array of mutual funds to suit your needs. |
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Fund Screener
Not sure which of the 11,000+ funds to choose from? Firstrade's Mutual Fund Screener will help you pinpoint the fund that matches your criteria. Simply choose the selection criteria, and let the screener find the mutual funds that meet your needs.
Fund Research
Get in-depth knowledge of a fund before you invest. Firstrade offers comprehensive research by Value Line, covering every mutual fund and providing you with the statistics you need to make informed decisions. Learn about the managers of the fund, check historic returns, mutual fund composition, and risk levels.
Periodic Investment
Steadily accumulate positions in a mutual fund without the hassle. By setting up a periodic investment plan, Firstrade will automatically transfer money from your bank account into a mutual fund of your choice, at a time interval you're comfortable with (i.e. monthly, quarterly, etc.).
To benefit from periodic mutual fund investing, please set up the ACH Fund Transfer service for your account by submitting the ACH Authorization Form. This sets up a link between your bank account and Firstrade brokerage account, so you can easily transfer funds in and out at no cost!
Once you have ACH ready, complete the Periodic Investment Authorization Form and return it via mail or fax. From then on you can accumulate holdings in your favorite mutual fund(s) with peace of mind.
Dividend Reinvestment
When a mutual fund you own pays a dividend, instead of depositing that dividend into your account, Firstrade can automatically purchase additional shares of the mutual fund using the cash from the dividend. This allows you to accumulate additional shares in the mutual fund and receive the same rate of return in the future for your dividends.
Transfer Mutual Fund Holdings to Firstrade
It is now easier than ever to transfer your mutual fund holdings from another institution to Firstrade, and enjoy the many advantages offered by Firstrade. Click here to find out how to Transfer to Firstrade.
Transaction Minimums: Initial Investment - $500 / Additional Investments - $100
Redemptions of less than $500 will incur a $19.95 fee, unless the entire value of that fund is less than $500.
Individual Funds may have higher minimums. Please review the prospectus. Fees and conditions are subject to change without notice.
*A Short Term Redemption Fee of $19.95 will be applied to redemptions of mutual fund shares held less than 90 days. For mutual funds transferred to Firstrade, the 90 day holding period will begin when the account transfer process is complete.
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Funds We Offer
Firstrade carries over 10,000 mutual funds, and the list is still growing.
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Free Prospectuses
Find the prospectus and learn more about a fund before investing.
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Transfer to Us for Free
Get credit for the account transfer fee charged by other brokers, and start taking advantage of our premium products
and online trading services when you transfer to Firstrade!
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25 Years Strong!
Firstrade celebrates its 25-year anniversary. Click here to take a stroll and learn more about our history.
Learn More >> |
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Welcome
