Mutual Fund Center
Find a mutual fund that's right for you
Choose how you invest, and select from an array of funds to help you meet your investment goals.
Whether you prefer managing your own investment portfolio online or receiving the helpful support of an investment professional, Wells Fargo can help make it easier to invest in mutual funds.
If you prefer to work independently, open a WellsTrade® online and mobile brokerage account to invest in mutual funds, as well as stocks, ETFs, and options.
Take advantage of these helpful tools and resources from Wells Fargo Advisors.
Ready to invest?
If you have questions about WellsTrade, call us at 1-877-573-7997
Mutual Fund Screener
Use the Mutual Fund Screener to narrow down the thousands of available mutual funds to a manageable list that meets your criteria. Screening criteria include returns, Morningstar ratings, expenses, asset class/category, and more.
Work with a Financial Advisor
What is a mutual fund?
A mutual fund is an investment company that pools money from many investors and invests the combined holdings in a single portfolio of securities including stocks, bonds, other securities or assets or some combination of these investments. It is professionally managed according to stated investment objectives found in the fund’s prospectus.
Most mutual funds are managed by investment advisers who are registered with the Securities and Exchange Commission. It is the fund's manager who is responsible for selecting the fund's investments in an effort to meet the fund's objectives and implement its strategies.
Today, a wide variety of mutual funds are available and many funds are increasingly complex or specialized or employ complicated investment strategies, including hedging and leveraging through short selling and derivatives and might invest in assets such as global real estate, commodities, leveraged loans, start-up companies and unlisted securities.
It is important to have a complete understanding of the investment strategies and underlying products to understand the mutual fund’s value to associated risks. For example, the level and type of risk associated with mutual funds may vary significantly from one fund to another. Complex funds in particular are subject to a number of risks, including increased volatility and greater potential for loss, and are not appropriate for all investors. Before investing in any mutual fund, you should read about these risks, which are explained in detail in each mutual fund’s prospectus, and discuss your investment goals and objectives with your Financial Advisor.
