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Category, Returns and Total Assets data as of 12/31/19
Mutual Funds: Families |
Friday, January 24, 2020 8:55:47 PM EST
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Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling 800-669-3900, contains this and other important information about an investment company. Read carefully before investing.
A mutual fund is not FDIC-insured, may lose value, and is not guaranteed by a bank or other financial institution.
TD Ameritrade receives remuneration from mutual fund companies, including those participating in its no-load, no-transaction-fee program, for recordkeeping, 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. PLEASE ALSO SEE IMPORTANT ADDITIONAL FUND FEE DISCLOSURE INFORMATION
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.
Mutual funds, closed-end funds and exchange-traded funds are subject to market, exchange rate, political, credit, interest rate, and prepayment risks, which vary depending on the type of fund. International investments involve special risks, including currency fluctuations and political and economic instability. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Fund purchases may be subject to investment minimums, eligibility and other restrictions, as well as charges and expenses.
1You could lose money by investing in a money market fund.Although the fund seeks to preserve the value of your investment at $1 per share, it cannot guarantee it will do so.The fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the fund's liquidity falls below required minimums because of market conditions or other factors. An investment in the fund is not insured or guaranteed by the FDIC or any other government agency. The fund's sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.
2You could lose money by investing in a money market fund. Although the fund seeks to preserve the value of your investment at $1 per share, it cannot guarantee it will do so. An investment in the fund is not insured or guaranteed by the FDIC or any other government agency. The fund’s sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.
3You could lose money by investing in a money market fund. Because the share price of the fund will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them. The fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the fund's liquidity falls below required minimums because of market conditions or other factors. An investment in the fund is not insured or guaranteed by the FDIC or any other government agency. The fund's sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.
Some mutual funds sold through TD Ameritrade impose a charge on the purchase of shares, called a “sales load.” An investor may be able to purchase fund shares through TD Ameritrade without paying a front-end sales load, but an investor may be charged a fee, called a “contingent deferred sales charge,” when the investor sells or redeems shares. TD Ameritrade may receive part or all of the sales load.
Some mutual funds offer reductions in front-end sales loads (“breakpoints”) for purchases over certain amounts or purchases through Letters of Intent or Rights of Accumulation. Some funds also offer waivers of those loads, often to retirement plans or charities. Such breakpoints or waivers will be as further described in the prospectus. You, as the investor, should determine and obtain any breakpoints or waivers or provide TD Ameritrade with sufficient information to assist it in obtaining them.
Most mutual funds charge 2.00% on the redemption of shares (including by exchange) held for less than a certain number of calendar days. Performance figures reported do not reflect the deduction of this fee. If reflected, the fee would reduce the performance quoted. Please refer to the fund's prospectus for redemption fee information. TD Ameritrade may also charge its own short-term redemption fee.
See the SEC Guide to Mutual Funds for more information.
TD AMERITRADE RISKS OF INVESTING IN FUNDS: PLEASE READ IMPORTANT ADDITIONAL MUTUAL FUND, EXCHANGE-TRADED FUND, AND CLOSED-END FUND RISK DISCLOSURES
Research and planning tools are obtained by unaffiliated third-party sources deemed reliable by TD Ameritrade. However, TD Ameritrade does not guarantee their accuracy and completeness and makes no warranties with respect to results to be obtained from their use. The Investment Profile report is for informational purposes only.
©2020. Morningstar Research Services LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Research Services LLC is a registered investment adviser and subsidiary of Morningstar, Inc. The information, data, and opinions contained herein include proprietary information of Morningstar Research Services and may not be copied or redistributed for any purpose.
The universe of mutual funds made available on TD Ameritrade's platform does not include all mutual funds available in the marketplace. The universe of mutual funds defined by TD Ameritrade and the Premier List selected by Morningstar Research Services are subject to change at any time 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, ETFs, or other investment options offered by TD Ameritrade that are more suitable. Morningstar Research Services may have more favorable opinions of certain mutual funds which are not included in the universe of mutual funds made available through TD Ameritrade. The Morningstar Research Services selections were based on qualitative factors and quantitative analysis in addition to the judgment of Morningstar Research Services' Manager Selection team. Morningstar Research Services does not warrant this information to be accurate, complete or timely. Morningstar Research Services is not responsible for any damages or losses arising from the use of this information and is not acting in the capacity of adviser to individual investors. Past performance is no guarantee of future results.
Morningstar Research Services is not affiliated with TD Ameritrade or its affiliates.
3rd Party Research Disclosure /public-20:55:47