Screener: Mutual Funds

Sunday, May 26, 2013 3:38:12 AM EDT

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Mutual Fund Screener

Screeners can help you find securities that match your trading goals. Create and save custom screens based on your trade ideas, or choose a predefined screen to help you get started.

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Predefined Mutual Fund Screens

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Before investing in a mutual fund, be sure to carefully consider the fund's objectives, risks, charges, and expenses. For a prospectus containing this and other important information, please contact the fund company or a TD Ameritrade Client Services representative. Please read the prospectus carefully before investing.

TD Ameritrade receives remuneration from fund companies, including those participating in its no-load, no-transaction-fee program, for record-keeping, shareholder services, and other administrative and distribution services. The amount of TD Ameritrade's remuneration for these services is based in part on the amount of investments in such funds by TD Ameritrade clients. No-transaction-fee funds and other funds offered through TD Ameritrade have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.

The Investment Profile report is for informational purposes only. Past performance is no guarantee of future results. Returns will vary and shares may be worth more or less than their original cost when sold. The fund is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution.

Research and planning tools are obtained by unaffiliated third party sources deemed reliable by TD Ameritrade. However, TD Ameritrade does not guarantee accuracy and completeness, and makes no warranties with respect to results to be obtained from their use.

Morningstar Associates, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The mutual funds selected by Morningstar Associates for the Premier List have been derived from a universe of mutual funds made available through TD Ameritrade. Both the universe of mutual funds defined by TD Ameritrade and the Premier List are subject to change without notice. Particular mutual funds on the Premier List may not be appropriate investments for you under your circumstances, and there may be other mutual funds or investment options offered by TD Ameritrade that are more suitable. The information, data and opinions contained herein include proprietary information of Morningstar Associates and may not be copied or redistributed for any purpose. Morningstar Associates does not warrant this information to be accurate, complete or timely. Morningstar Associates is not responsible for any damages or losses arising from the use of this information. Past performance is no guarantee of future results. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Associates is not affiliated with TD Ameritrade.

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