Mutual Funds

Open Wealth Financial Makes Investing In Mutual Funds Easier

With thousands of mutual funds to invest in, it can be difficult to find the right mutual funds for your portfolio. Open Wealth Financial makes investing in mutual funds easier. We have the tools to research, compare and trade mutual funds all in one place.

Apache Kafka

Open Wealth Financial Funds

Browse a full lineup of low-cost core funds, including Open Wealth Financial equity, fixed income and asset allocation funds

No-Load, No Transaction Fee Funds

Find and screen thousands of funds with no loads and no transaction fees through our Mutual Fund OneSource® service.

All-In-One Portfolio Solution

Find a range of diversified mutual fund solutions.

Evaluate and compare funds easily.

Use our comprehensive research, including fund performance, holdings, and Morningstar Rating™. Screen and compare funds, review our experts' top mutual funds picks for each quarter, and find portfolio solutions that are right for you.

What is a mutual fund?

A mutual fund is an investment vehicle comprised of a pool of funds from many investors that buys stocks, bonds and other securities. When you purchase a mutual fund, you get exposure to all the investments in that fund. Mutual funds make it easy to build a diversified portfolio and get professional management, so you don’t have to research, buy, and track every security in the fund.

We offer Global commodity brokerage services, managed futures consultation, direct access trading, and trading system execution services to individuals, corporations and industry professionals.

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