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Mutual Funds

Mutual funds charts and graphs

Mutual fund trading with access to more than 13,000 mutual funds

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

Invest in mutual funds using objective research

    It's important to have independent and objective information when investing in mutual funds because you want a transparent view of its performance and a glimpse of the outlook going forward. OroTrade gives you access to tools and resources that can help you choose mutual funds based on objective performance criteria and selected by independent experts.

Three reasons to trade mutual funds at OroTrade

1. The OroTrade Premier List powered by Morningstar® - 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 - OroTrade 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.

Discover the advantages of mutual fund trading with OroTrade

Tools or Resource

Description

Features and Advantages

Premier List

Provides top picks* by the independent third-party experts at Morningstar, exclusively for OroTrade clients. Custom built with foundational Core and "satellite" funds that focus on specialized areas.
  • Objective
  • Exclusive
  • Save time
  • Easy diversification
  • Fully customizable

Mutual Fund Screeners

Create and save custom screens based on your trade ideas, or choose a pre-defined screen to help you get started.
  • Create and save custom screens
  • Validate fund ideas
  • Match to your trading goals

Compare Funds

See an in-depth, side-by-side comparison for up to five mutual funds, including Morningstar ratings and returns, net expense ratio, and more.
  • Quickly narrow choices
  • Side-by-side view
  • Makes it easy to evaluate choices 

Fund Family

Browse by mutual fund families, including new products, NTFs, Life Cycle Funds and money market funds.
  • Find funds quickly
  • Regularly updated with new funds
  • Wide selection

Category Lists

Browse by a wide selection of categories broken down by sector, strategy industry and many other attributes.
  • Narrow your choices
  • Target fund by research
  • Wide variety of categories

Fund Profiles

OroTrade fund profiles are like a mutual fund dashboard, giving you up-to-date graphs, Morningstar Wrap-ups and more.
  • Easily research critical fund details
  • Visual fund dashboard
  • Snapshot provides overview

Morningstar Instant X-Ray

Analyze your mutual fund holdings using Morningstar data including asset allocation, style box, sector and stock type analysis.
  • Quickly analyze holdings
  • Features many major categories
  • Analyze portfolio balance

Commentary

Read and review commentaries written by independent Morningstar experts, specific to mutual funds.
  • Objective
  • Timely and insightful  
  • Learn about trends and innovative strategies

Education

Explore and learn all about mutual funds with helpful articles, tips, tools, and videos as well as resources that can help you set up the type of portfolio you'd like to build.
  • Independent resources
  • Take control with knowledge
  • Know your investing options
  • Get investing ideas and insight

Check the background of OroTrade on IFMRC's BrokerCheck