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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.
Invest in mutual funds the easy way

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? Apply Online

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.

Mutual Fund Screener

WellsTrade Mutual Fund Screened List

View a list of mutual funds, pre-screened based on objective criteria to help make selecting easier. The list is updated quarterly, and the funds are available for purchase with a WellsTrade brokerage account.

WellsTrade Mutual Fund Screened List

Work with a Financial Advisor

Our full-service brokerage, Wells Fargo Advisors, offers you the helpful support of an investment professional in person or by phone.

Request a Consultation

What is a mutual fund?

A mutual fund pools investors’ money to purchase stocks, bonds, other securities and cash. An investor can buy shares of a mutual fund, which is professionally managed according to investment objectives stated in the fund’s prospectus.

Unlike traditional mutual funds, asset allocation and target date funds primarily invest in other mutual funds or exchange-traded funds (ETFs) to gain exposure to a wide variety of asset classes. These funds are well-diversified and, under normal market conditions, follow a target asset allocation based upon the fund’s investment objectives.  Typically, target date funds are sold by date, such as a 2025 fund. The farther away the date is, the greater the risks the fund usually takes.