Mutual Funds

Before investing in a mutual fund, understanding how it is performing and the risks involved makes it simpler to determine if it is a right fit for you. 

With TruWest's Mutual Fund Search Tool, you can obtain:

  • Fund market overviews
  • Detailed fund quote data
  • Fund charting
  • Comprehensive fund screening criteria
  • Performance ratings
  • Rankings and risk benchmarks
  • The prospectus 
  • And more! 

Try it out to make sure you're investing your money where you want. 

Financial Planning LPL Disclosure