Start here: Beginning an investing journey

Learn about investing and how to get started on the right path

 

Every investor has to start somewhere. And while the market can seem intimidating for beginners, the truth is there are plenty of investment products that provide diversification and opportunities for growth. Also, it doesn't cost much to get started—$1,000 or less is all it takes to get your feet wet and your confidence going.

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Balanced funds

Balanced funds combine stocks, bonds, and occasionally cash in a single diversified portfolio. These funds can adhere to a relatively fixed mix of stocks and bonds (that range from an aggressive strategy, with a higher equity component, to a conservative strategy, with a higher fixed income component), or use a tactical approach and actively shift allocations across investments in response to changing market conditions.
 

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

Foreign large blend funds

Foreign large blend funds seek to provide a combination of growth potential and steady income by focusing on the largest international companies. Most of these funds divide their assets among a dozen or more developed markets, including Japan, Britain, France, and Germany, with less than 20% of assets invested in U.S. stocks.
 

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

Intermediate-term bond funds

Intermediate-term bond funds invest primarily in corporate and other investment-grade U.S. fixed income securities in an effort to provide steady monthly income. They generally have average portfolio maturities ranging from four to 10 years. These funds tend to be less sensitive to interest rate changes, and are therefore less volatile, than longer-term 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

Large blend funds

Large-cap blend funds focus on the largest U.S. companies in an effort to provide a combination of growth potential and current income. These funds tend to invest across the spectrum of U.S. industries, and owing to their broad approach, provide returns that are often similar to those of the S&P 500 Index.
 

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 overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar risk-adjusted return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. (Each share class is counted as a fraction of one fund within this scale and is rated separately, which may cause slight variations in the distribution percentages.) 

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.