TD Ameritrade Premier List Powered by Morningstar Investment Management
Available only from TD Ameritrade, the Premier List helps you identify top pick* mutual funds to help meet your investment objectives. Compiled quarterly by Morningstar Investment Management, the list focuses on no transaction fee funds and includes approximately three funds in over 45 categories. All of the funds are rigorously pre-screened and meet the strict criteria along multiple dimensions. The Premier List funds are all available through TD Ameritrade.
The Premier List is dynamic and changes quarterly to reflect the latest fund developments. Beyond star ratings, Morningstar Investment Management uses a disciplined screening process to evaluate funds based on criteria such as performance, tax efficiency, expenses, and style consistency. Only those that meet rigorous qualifications remain on the list.
The Premier List is available to you immediately when you open a TD Ameritrade account.
Before investing in a mutual fund, carefully consider the investment objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact a Client Services representative at 800-669-3900. Please read the prospectus carefully before investing.
What is a leveraged mutual fund?
As the name implies, these mutual funds seek to provide leveraged returns based on the performance of a particular benchmark. It's important to note that these funds seek to provide these leveraged returns on a daily basis. Due to the impact of what is known as daily compounding, investors should not expect the promised daily leverage of these returns to persist over periods longer than a day. This is especially true if the leveraged fund is tracking a very volatile underlying index. Leveraged funds seek daily returns that are generally 3x, 2x, or inverse leverage -2x, or -3x of the underlying index performance. Leveraged mutual funds generate their leverage through the use of derivative positions. Because derivatives are taxed differently from equity or fixed-income securities, investors should be aware that these funds may not be managed for tax efficiencies that investors may expect from some mutual fund products. For More...
What is an inverse mutual fund?
These funds are related to leveraged mutual funds in that they seek to provide an opposite or inverse return on a particular benchmark. Similar to leveraged mutual funds, this inverse return is provided on a daily basis, and investors should not expect the promised daily leverage of these returns to persist over periods longer than a day. Inverse mutual funds generate their returns through the use of derivative positions. Because derivatives are taxed differently from equity or fixed-income securities, investors should be aware that these funds may not be managed for tax efficiencies that investors may from some mutual fund products. For More...
Inverse and leveraged Funds are not suitable for all investors. They should only be utilized by investors who understand: the risks associated with the use of leverage, the consequences of seeking daily leveraged investment results, the risks of shorting, and intend to actively monitor and manage their investments.
3rd Party Research Disclosure /public-3:5:26