Market Activity

Learn how to spot growth potential in all market conditions.
 

Breakout Stocks

Learn how to spot potential winners before they go up, and understand when to buy during the early stages of a trend.

+

Breakout Stocks

Stocks

Data as of ET
Fund Name / Symbol
Price
1-Day Change
Volume
5-day Average
Daily Volume
10-day Average
Daily Volume
SEE MORE STOCKS

Top Stocks by Sector

There are 12 S&P investment categories. Find out which stocks are the top performers in each. It's a great way to research and compare possible investments.

+

Top Stocks by Sector

Stocks

Data as of ET
Fund Name / Symbol
Price
Today's
Change
Volume
52 Week
Change
Sector
SEE MORE STOCKS


Investing Trends


Get actionable investing ideas based on what's happening in the markets and economy right now.
 

Fixed Income in a Rising Rate Environment

Learn the underlying principles of how rising interest rates affect fixed-income investments, and find out which sectors could be better-positioned for these conditions.

+

Bank Loan Funds

Emerging Markets Bond Funds

High-Yield Bond Funds

Inflation-Protected Bond Funds

Short Government Funds

Short-Term Bond Funds

Ultrashort Bond Funds

World Bond Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All mutual fund screens exclude funds not open to new investors and only include mutual funds with initial investment minimum less than $5,000. All ETF screens exclude exchange traded notes and leveraged ETFs.

All funds within the respective group can be seen by clicking on the hyperlinked / button section in the phrase "X of X results," "See more Mutual Funds," or "See more ETFs."

Floating rate loans generally are subject to restrictions on resale and sometimes trade infrequently in the secondary market. Determining the value of a floating rate loan can be more difficult and buying and selling at an acceptable price can be more difficult or delayed. Difficulty in selling a floating rate loan can result in a loss.

All bonds are subject to interest rate risk and you may lose money. Bonds sold by issuers with lower credit ratings may offer higher yields than bonds issued by higher rated or "investment grade" issuers, but are usually associated with higher risks. High yield bonds, also known as "junk bonds", generally have a greater risk of default, which increases the risk that an issuer may be unable to pay interest and principal on the issue. In addition, high yield bonds tend to have higher interest rate risk and liquidity risk, particularly in volatile market conditions, which makes it more difficult to sell the bonds. Before investing in high yield bonds, you should carefully consider and understand the risks associated with investing in high yield bonds.

Investing outside the United States involves additional risks related to currency fluctuations, economic and political differences and difference in accounting standards.  Investments in emerging or developing markets involve exposure to economic structures that are generally less diverse and mature, and to political systems that can be expected to have less stability than those of more developed countries. These securities may be less liquid and more volatile than investments in U.S. and longer-established non-U.S. markets.

Inflation-protected securities are subject to several general risks, including interest rate risk, credit risk, market risk and inflation-protected securities risk. Interest payments on inflation-protected securities will vary as the principal and/or interest is adjusted for inflation and may be more volatile than interest paid on ordinary fixed income securities.

Government-backed bonds only applies to the timely payment of principal and interest of the underlying securities and does not apply to fund shares.

International investing carries certain risks that can be different from the risks of U.S. investments. These risks can include political or economical instability, changing currency rates, foreign taxes, reduced liquidity (difficulty selling securities held by a fund) and different regulatory or financial accounting standards.

You can invest in the mutual funds available through E*TRADE Securities’ no-load, no-transaction fee program (NTF) without paying loads, transaction fees, or commissions. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no transaction fee funds that are held less than 90 days. Direxion (other than the commodity Trends Strategy Fund DXCTX), ProFunds, Rydex mutual funds and all money market funds will not be subject to the Early Redemption Fee. All fees and expenses as described in the fund's prospectus still apply. Please read the fund's prospectus carefully before investing.

You can buy and sell the exchange-traded funds (ETFs) available through the E*TRADE Securities commission-free (CF) ETF program without paying brokerage commissions. For margin customers, the ETFs purchased through the program are not margin eligible for 30 days from the purchase date. To discourage short-term trading, E*TRADE Securities may charge a short-term trading fee on sales of participating ETFs held less than 30 days.

The Morningstar RatingTM for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are analyzed as a single product category for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.

Expense ratios are provided by Morningstar and are based on information obtained from the ETFs last audited financial statement. Current expense ratios for the ETFs may be different.

Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.

Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page

Data provided by Morningstar, Inc.

International Exchange-Traded Funds and mutual funds offer an easy way to participate in foreign markets. They generally provide broad diversification and will handle complicated issues, such as foreign tax payments and currency conversions, on behalf of investors.

E*TRADE Securities may act as principal or agent on any fixed-income transaction. When acting as principal, we will add a markup to any purchase, and subtract a markdown from every sale. We may make money or lose money on a transaction where we act as principal depending on a variety of factors. The markup or markdown will be included in the price quoted to you and you will not be charged any commission or transaction fee for a principal trade. Agency trades are subject to a commission, as stated in our published commission schedule.

Building a Foundation with Infrastructure Investments

Infrastructure is essential for more than just getting from Point A to Point B. It also drives economic expansion. Explore some investment opportunities in this literal growth sector.

+

Communication Funds

Equity Energy Funds

Industrial Funds

Infrastructure Funds

Natural Resources Funds

Utilities Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All mutual fund screens exclude funds not open to new investors and only include mutual funds with initial investment minimum less than $5,000. All ETF screens exclude exchange traded notes and leveraged ETFs.

All funds within the respective group can be seen by clicking on the hyperlinked / button section in the phrase "X of X results," "See more Mutual Funds," or "See more ETFs."

Non-diversified investment in a significant portion of assets in one sector, issuer, geographical area or industry, or in related industries, may involve greater risks, including greater potential for volatility, than more diversified portfolios.

There are risks associated with certain industries or companies within an industry. This could cause performance to be susceptible to the economic, business, government regulation, or other developments that affect those industries.

International investing carries certain risks that can be different from the risks of U.S. investments. These risks can include political or economical instability, changing currency rates, foreign taxes, reduced liquidity (difficulty selling securities held by a fund) and different regulatory or financial accounting standards.

You can invest in the mutual funds available through E*TRADE Securities’ no-load, no-transaction fee program (NTF) without paying loads, transaction fees, or commissions. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no transaction fee funds that are held less than 90 days. Direxion (other than the commodity Trends Strategy Fund DXCTX), ProFunds, Rydex mutual funds and all money market funds will not be subject to the Early Redemption Fee. All fees and expenses as described in the fund's prospectus still apply. Please read the fund's prospectus carefully before investing.

You can buy and sell the exchange-traded funds (ETFs) available through the E*TRADE Securities commission-free (CF) ETF program without paying brokerage commissions. For margin customers, the ETFs purchased through the program are not margin eligible for 30 days from the purchase date. To discourage short-term trading, E*TRADE Securities may charge a short-term trading fee on sales of participating ETFs held less than 30 days.

The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.

Expense ratios are provided by Morningstar and are based on information obtained from the ETFs last audited financial statement. Current expense ratios for the ETFs may be different.

Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.

Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page

Data provided by Morningstar, Inc.

International Exchange-Traded Funds and mutual funds offer an easy way to participate in foreign markets. They generally provide broad diversification and will handle complicated issues, such as foreign tax payments and currency conversions, on behalf of investors.

Time for a Dose of Healthcare Investments?

Healthcare investments such as pharmaceuticals and biotechnology, traditionally outperform in down markets. See if they're right for your portfolio.

+

Health Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All mutual fund screens exclude funds not open to new investors and only include mutual funds with initial investment minimum less than $5,000. All ETF screens exclude exchange traded notes and leveraged ETFs.

All funds within the respective group can be seen by clicking on the hyperlinked / button section in the phrase "X of X results," "See more Mutual Funds," or "See more ETFs."

Developments that could adversely affect an investment in a health care security include, but are not limited to, the following:

  • increased competition within the health care industry;
  • changes in legislation or government regulations, including uncertainty regarding health care reform and how it will be implemented;
  • reductions in government funding or price controls imposed by a government;
  • government approval of products and services;
  • product liability or other litigation; and
  • the obsolescence of popular products.

You can invest in the mutual funds available through E*TRADE Securities’ no-load, no-transaction fee program (NTF) without paying loads, transaction fees, or commissions. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no transaction fee funds that are held less than 90 days. Direxion (other than the commodity Trends Strategy Fund DXCTX), ProFunds, Rydex mutual funds and all money market funds will not be subject to the Early Redemption Fee. All fees and expenses as described in the fund's prospectus still apply. Please read the fund's prospectus carefully before investing.

You can buy and sell the exchange-traded funds (ETFs) available through the E*TRADE Securities commission-free (CF) ETF program without paying brokerage commissions. For margin customers, the ETFs purchased through the program are not margin eligible for 30 days from the purchase date. To discourage short-term trading, E*TRADE Securities may charge a short-term trading fee on sales of participating ETFs held less than 30 days.

The Morningstar RatingTM for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are analyzed as a single product category for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.

Expense ratios are provided by Morningstar and are based on information obtained from the ETFs last audited financial statement. Current expense ratios for the ETFs may be different.

Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.

Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page.

Data provided by Morningstar, Inc.

Considering Alternatives in a Fast-Changing Market

What are the hidden gems in the market? Get acquainted with some "non-mainstream" investments that could help your portfolio.

+

Bear Market Funds

Long-Short Equity Funds

Managed Futures Funds

Market Neutral Funds

Multialternative Funds

Multicurrency Funds

Nontraditional Bond Funds

Single Currency Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument  nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. Alternative investment strategies are not for everyone and entail risks that are different from more traditional investments. Alternative investments are intended for sophisticated investors and involve a high degree of risk, including the potential for loss of some or all principal. An investment in an alternative investment product or strategy is speculative and should not constitute a complete investment program.  For additional information, please read the guidelines provided by FINRA at http://www.finra.org/Newsroom/NewsReleases/2013/P278031

All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All funds within the respective group can be seen by clicking on the hyperlinked / button section in the phrase "X of X results," "See more Mutual Funds," or "See more ETFs."

Investing in Commodities, REITS, Bonds, and International or Global investments carries certain risks such as price volatility, currency risk, market risk, interest rate risk and credit risk. An investor should fully understand these risks before making an investment.

International investing carries certain risks that can be different from the risks of U.S. investments. These risks can include political or economical instability, changing currency rates, foreign taxes, reduced liquidity (difficulty selling securities held by a fund) and different regulatory or financial accounting standards.

You can invest in the mutual funds available through E*TRADE Securities’ no-load, no-transaction fee program (NTF) without paying loads, transaction fees, or commissions. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no transaction fee funds that are held less than 90 days. Direxion (other than the commodity Trends Strategy Fund DXCTX), ProFunds, Rydex mutual funds and all money market funds will not be subject to the Early Redemption Fee. All fees and expenses as described in the fund's prospectus still apply. Please read the fund's prospectus carefully before investing.

You can buy and sell the exchange-traded funds (ETFs) available through the E*TRADE Securities commission-free (CF) ETF program without paying brokerage commissions. For margin customers, the ETFs purchased through the program are not margin eligible for 30 days from the purchase date. To discourage short-term trading, E*TRADE Securities may charge a short-term trading fee on sales of participating ETFs held less than 30 days.

The Morningstar RatingTM for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are analyzed as a single product category for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.

Expense ratios are provided by Morningstar and are based on information obtained from the ETFs last audited financial statement. Current expense ratios for the ETFs may be different.

Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.

Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page

Data provided by Morningstar, Inc.

Investing for Growth in an Expanding Economy

A rising tide lifts all boats. But during periods of expansion, there are always certain investment categories may outperform. Learn what they are.

+

Consumer Cyclical Funds

Diversified Emerging Markets Funds

Financial Funds

Industrial Funds

Large-Cap Growth Funds

Mid-Cap Growth Funds

Small-Cap Growth Funds

Technology Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All mutual fund screens exclude funds not open to new investors and only include mutual funds with initial investment minimum less than $5,000. All ETF screens exclude exchange traded notes and leveraged ETFs.

All funds within the respective group can be seen by clicking on the hyperlinked / button section in the phrase "X of X results," "See more Mutual Funds," or "See more ETFs."

International investing carries certain risks that can be different from the risks of U.S. investments. These risks can include political or economical instability, changing currency rates, foreign taxes, reduced liquidity (difficulty selling securities held by a fund) and different regulatory or financial accounting standards.

Non-diversified investment in a significant portion of assets in one sector, issuer, geographical area or industry, or in related industries, may involve greater risks, including greater potential for volatility, than more diversified portfolios.

There are risks associated with certain industries or companies within an industry. This could cause performance to be susceptible to the economic, business, government regulation, or other developments that affect those industries.

Investments in emerging or developing markets involve exposure to economic structures that are generally less diverse and mature, and to political systems that can be expected to have less stability than those of more developed countries. These securities may be less liquid and more volatile than investments in U.S. and longer-established non-U.S. markets.

Investments in mid- and small-cap companies typically have higher risk characteristics than large cap stocks and may be subject to greater price fluctuations than large-cap stocks.

The focus on technology-related securities increases exposure to the risks associated with the technology-related sector, including changes in laws or regulations, lawsuits and regulatory proceedings, patent considerations, intense competition and rapid technological change and the potential for undesirability.

You can invest in the mutual funds available through E*TRADE Securities’ no-load, no-transaction fee program (NTF) without paying loads, transaction fees, or commissions. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no transaction fee funds that are held less than 90 days. Direxion (other than the commodity Trends Strategy Fund DXCTX), ProFunds, Rydex mutual funds and all money market funds will not be subject to the Early Redemption Fee. All fees and expenses as described in the fund's prospectus still apply. Please read the fund's prospectus carefully before investing.

You can buy and sell the exchange-traded funds (ETFs) available through the E*TRADE Securities commission-free (CF) ETF program without paying brokerage commissions. For margin customers, the ETFs purchased through the program are not margin eligible for 30 days from the purchase date. To discourage short-term trading, E*TRADE Securities may charge a short-term trading fee on sales of participating ETFs held less than 30 days.

The Morningstar RatingTM for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are analyzed as a single product category for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.

Expense ratios are provided by Morningstar and are based on information obtained from the ETFs last audited financial statement. Current expense ratios for the ETFs may be different.

Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.

Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page

Data provided by Morningstar, Inc.

International Exchange-Traded Funds and mutual funds offer an easy way to participate in foreign markets. They generally provide broad diversification and will handle complicated issues, such as foreign tax payments and currency conversions, on behalf of investors.

Taking a Stand with Socially Responsible Investing

Investing doesn't have to compromise your principles. Learn how to look for investment opportunities you can believe in.

+

Socially Responsible Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All funds within the respective group can be seen by clicking on the hyperlinked / button section in the phrase "X of X results," "See more Mutual Funds," or "See more ETFs."

You can invest in the mutual funds available through E*TRADE Securities’ no-load, no-transaction fee program (NTF) without paying loads, transaction fees, or commissions. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no transaction fee funds that are held less than 90 days. Direxion (other than the commodity Trends Strategy Fund DXCTX), ProFunds, Rydex mutual funds and all money market funds will not be subject to the Early Redemption Fee. All fees and expenses as described in the fund's prospectus still apply. Please read the fund's prospectus carefully before investing.

You can buy and sell the exchange-traded funds (ETFs) available through the E*TRADE Securities commission-free (CF) ETF program without paying brokerage commissions. For margin customers, the ETFs purchased through the program are not margin eligible for 30 days from the purchase date. To discourage short-term trading, E*TRADE Securities may charge a short-term trading fee on sales of participating ETFs held less than 30 days.

The Morningstar RatingTM for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are analyzed as a single product category for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.

Expense ratios are provided by Morningstar and are based on information obtained from the ETFs last audited financial statement. Current expense ratios for the ETFs may be different.

Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.

Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page.

Data provided by Morningstar, Inc.


Investing Fundamentals
 

Learn the time-tested principles that form a rock-solid investing philosophy.
 

Most Recent

Learn About the Intricacies & Risks of MLPs

Learn about MLPs—a complex investment vehicle that offers high income potential, but may burdensome tax obligations and extreme volatility.

+

Energy Limited Partnership Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All funds within the respective group can be seen by clicking on the hyperlinked / button section in the phrase "X of X results," "See more Mutual Funds," or "See more ETFs."

You can invest in the mutual funds available through E*TRADE Securities’ no-load, no-transaction fee program (NTF) without paying loads, transaction fees, or commissions. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no transaction fee funds that are held less than 90 days. Direxion (other than the commodity Trends Strategy Fund DXCTX), ProFunds, Rydex mutual funds and all money market funds will not be subject to the Early Redemption Fee. All fees and expenses as described in the fund's prospectus still apply. Please read the fund's prospectus carefully before investing.

You can buy and sell the exchange-traded funds (ETFs) available through the E*TRADE Securities commission-free (CF) ETF program without paying brokerage commissions. For margin customers, the ETFs purchased through the program are not margin eligible for 30 days from the purchase date. To discourage short-term trading, E*TRADE Securities may charge a short-term trading fee on sales of participating ETFs held less than 30 days.

The Morningstar RatingTM for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are analyzed as a single product category for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.

Expense ratios are provided by Morningstar and are based on information obtained from the ETFs last audited financial statement. Current expense ratios for the ETFs may be different.

Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.

Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page.

Data provided by Morningstar, Inc.

Generating Income from Investments

Find out how investments like dividend-paying stocks and REITs, along with more traditional bonds, can be a potential source of income to help you build wealth or meet monthly expenses.

+

High-Yield Bond Funds

Intermediate-Term Fixed Income Funds

Large-Cap Dividend Paying Stock Funds

Real Estate Funds

Short-Term Fixed Income Funds

World Bond Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFS

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All mutual fund screens exclude funds not open to new investors and only include mutual funds with initial investment minimum less than $5,000. All ETF screens exclude exchange traded notes and leveraged ETFs.

All funds within the respective group can be seen by clicking on the hyperlinked/button section in the phrase “X of X results”, "See More Mutual Funds", or "See More ETFs.

The Morningstar RatingTM for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are analyzed as a single product category for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.
Expense ratios are provided by Morningstar and are based on information obtained from the ETF's last audited financial statement. Current expense ratios for the ETFs may be different.
Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.
For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar. Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page
Data provided by Morningstar, Inc.

Expense ratios are provided by Morningstar and are based on information obtained from the ETF's last audited financial statement. Current expense ratios for the ETFs may be different.
Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar. Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page
Data provided by Morningstar, Inc.

There are risks involved with dividend yield investing strategies, such as the company not paying a dividend or the dividend being far less than what is anticipated, as well as market risk, price volatility, liquidity risk, risk of default, and risk of loss.

Dividend Yields provide an idea of the cash dividend expected from an investment in a stock. Dividend Yields can change daily as they are based on the prior day's closing stock price. There are risks involved with dividend yield investing strategies, such as the company not paying a dividend or the dividend being far less than what is anticipated. Furthermore, dividend yield should not be relied upon solely when making a decision to invest in a stock. An investment in high yield stock and bonds involve certain risks such as market risk, price volatility, liquidity risk and risk of default.

Investing in Commodities, Real Estate Investment Trusts (REITs), and International or Global investments carries certain risks such as price volatility, currency risk, market risk, interest rate risk and credit risk. An investor should fully understand these risks before making an investment.

Investment in real estate investment trusts (REITs) is subject to many of the risks associated with direct real estate ownership and, as such, may be adversely affected by declines in real estate values and general and local economic conditions.

All bonds are subject to interest rate risk and you may lose money.

Bonds sold by issuers with lower credit ratings may offer higher yields than bonds issued by higher rated or "investment grade" issuers, but are usually associated with higher risks. High-yield bonds, also known as "junk bonds", generally have a greater risk of default, which increases the risk that an issuer may be unable to pay interest and principal on the issue. In addition, high-yield bonds tend to have higher interest rate risk and liquidity risk, particularly in volatile market conditions, which makes it more difficult to sell the bonds. Before investing in high-yield bonds, you should carefully consider and understand the risks associated with investing in high-yield bonds.

Fluctuations in interest rates may cause investment prices to fluctuate. For example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline.

High-yield, non-investment-grade bonds involve higher risk than those that invest in investment-grade bonds. Adverse conditions may affect the issuer’s ability to pay interest and principal on these securities and, as a result, they may have a higher probability of default.

Debt obligations are subject to credit risk, as they can be downgraded by rating agencies, go into default, or affected by management action, legislation, or other government actions that may in turn reduce the issuers’ ability to pay principal and interest when due.

The government guarantee for U.S. Treasuries relates only to the prompt payment of principal and interest and does not remove market risks. The value of these securities is subject to fluctuations prior to maturity.

Start Here: Beginning Your Investing Journey

Discover some easy-to-grasp, low-cost investment opportunities that will give you a feel for the market while you begin to grow your portfolio.

+

Balanced Funds

Foreign Large Blend Funds

Intermediate-Term Bond

Large Blend Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

1 Selected categories: Allocation--15% to 30% Equity, Allocation--30% to 50% Equity, Allocation—50% to 70% Equity, Allocation—70% to 85% Equity, Allocation--85%+ Equity, Convertibles, Tactical Allocation, World Allocation

International investing carries certain risks that can be different from the risks of U.S. investments. These risks can include political or economic instability, changing currency rates, foreign taxes, reduced liquidity (difficulty selling securities held by a fund) and different regulatory or financial accounting standards.

Selected categories: Allocation--15% to 30% Equity, Allocation--30% to 50% Equity, Allocation—50% to 70% Equity, Allocation—70% to 85% Equity, Allocation--85%+ Equity, Convertibles, Tactical Allocation, World Allocation

All funds within the respective group can be seen by clicking on the hyperlinked/button section in the phrase “X of X results”, "See More Mutual Funds", or "See More ETFs"

The Morningstar RatingTM for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are analyzed as a single product category for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.


Expense ratios are provided by Morningstar and are based on information obtained from the ETF's last audited financial statement. Current expense ratios for the ETFs may be different.


Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.
Quotes may be delayed by at least 15 minutes.Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page
Data provided by Morningstar, Inc.


International Exchange-Traded Funds and mutual funds offer an easy way to participate in foreign markets. They generally provide broad diversification and will handle complicated issues, such as foreign tax payments and currency conversions, on behalf of investors.

Index Investing: A Practical Approach That's Anything But Ordinary

Index investing is a low-cost approach to investing that can help investors of all experience levels. Find out if it's right for you.

+

Domestic Equity Funds

International Equity Funds

Specialty/Sector Funds

Taxable Bond Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

1 Selected categories: Large Blend, Large Growth, Large Value, Mid Blend, Mid Growth, Mid Value, Small Blend, Small Growth, Small Value

2 Selected categories: China Region, Diversified Emerging Markets, Diversified Pacific/Asia, Europe Stock, Foreign Large Blend, Foreign Large Growth, Foreign Large Value, Foreign Small/Mid Blend, Foreign Small/Mid Growth, Foreign Small/Mid Value, Global Real Estate, India Equity, Japan Stock, Latin America Stock, Miscellaneous Region, Pacific/Asia ex-Japan Stock, World Stock

3 Selected categories: Bank Loan, Corporate Bond, Emerging Markets Bond, High Yield Bond, Inflation-Protected Bond, Intermediate Government, Intermediate-Term Bond, Long Government, Long-Term Bond, Multisector Bond, Nontraditional Bond, Preferred Stock, Short Government, Short-Term Bond, Ultrashort Bond, World Bond

4 Selected categories: Communications, Consumer Cyclical, Consumer Defensive, Energy Limited Partnership, Equity Energy, Financial, Health, Industrials, Miscellaneous Sector, Natural Resources, Real Estate, Technology, UtilitiesSelected categories: Large Blend, Large Growth, Large Value, Mid Blend, Mid Growth, Mid Value, Small Blend, Small Growth, Small Value

All funds within the respective group can be seen by clicking on the hyperlinked section in the phrase, " X of X results," "See more mutual funds," "See more ETFS'.

International investing carries certain risks that can be different from the risks of U.S. investments. These risks can include political or economical instability, changing currency rates, foreign taxes, reduced liquidity (difficulty selling securities held by a fund) and different regulatory or financial accounting standards.

The Morningstar RatingTM for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are analyzed as a single product category for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.


The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.
All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.
Expense ratios are provided by Morningstar and are based on information obtained from the ETF's last audited financial statement. Current expense ratios for the ETFs may be different.


Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.
For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.
Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page. Data provided by Morningstar, Inc.


 

Managing Risk with Asset Allocation

Diversification, or asset allocation, is a basic investing principle, and the bedrock of strong portfolios. Learn the underlying principles to reduce risk and potentially increase your portfolio's returns.

+

Aggressive Allocation Funds

Conservative Allocation Funds

Moderate Allocation Funds

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All mutual fund screens exclude funds not open to new investors and only include mutual funds with initial investment minimum less than $5,000. All ETF screens exclude exchange traded notes and leveraged ETFs.

International investing carries certain risks that can be different from the risks of U.S. investments. These risks can include political or economical instability, changing currency rates, foreign taxes, reduced liquidity (difficulty selling securities held by a fund) and different regulatory or financial accounting standards.

The Morningstar RatingTM for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are analyzed as a single product category for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.

Expense ratios are provided by Morningstar and are based on information obtained from the ETF's last audited financial statement. Current expense ratios for the ETFs may be different.

Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.
For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.
Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page.

International Exchange-Traded Funds and mutual funds offer an easy way to participate in foreign markets. They generally provide broad diversification and will handle complicated issues, such as foreign tax payments and currency conversions, on behalf of investors.
E*TRADE Securities may act as principal or agent on any fixed-income transaction. When acting as principal, we will add a markup to any purchase, and subtract a markdown from every sale. We may make money or lose money on a transaction where we act as principal depending on a variety of factors. The markup or markdown will be included in the price quoted to you and you will not be charged any commission or transaction fee for a principal trade. Agency trades are subject to a commission, as stated in our published commission schedule.
All bonds are subject to interest rate risk and you may lose money. Bonds sold by issuers with lower credit ratings may offer higher yields than bonds issued by higher rated or "investment grade" issuers, but are usually associated with higher risks. High yield bonds, also known as "junk bonds", generally have a greater risk of default, which increases the risk that an issuer may be unable to pay interest and principal on the issue. In addition, high yield bonds tend to have higher interest rate risk and liquidity risk, particularly in volatile market conditions, which makes it more difficult to sell the bonds. Before investing in high yield bonds, you should carefully consider and understand the risks associated with investing in high yield bonds.