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Mutual Fund Families Available: United States


 

Which mutual fund families can I buy in my Place Trade brokerage account?

Place Trade clients have many different options when it comes to choosing mutual fund investments that are right for their unique situation. You may wish to keep all of your investments together or you may wish to hold them separately for different reasons. We are able to work with you either way. View the list below to see which mutual funds families are available for investors to purchase within their Place Trade brokerage accounts. 

Please note that other funds may be purchased through Place Trade and may be held fund direct at other mutual fund companies while still being managed by us. Such funds may be excluded from the list below because they cannot be held directly within your brokerage account. Please call us at 1-800-50-PLACE or 1-919-719-7200 today for more information.

 

Mutual funds families available for investors to purchase within their Place Trade your brokerage accounts.

Market Center Details

Products

Hours

Aberdeen Funds

Mutual Funds

9:30 - 15:59 ET

ABR Dynamic Mutual Funds

Mutual Funds

9:30 - 15:59 ET

Alger Funds

Mutual Funds

9:30 - 15:59 ET

Allianz

Mutual Funds

9:30 - 15:59 ET

AlphaCentric Funds

Mutual Funds

9:30 - 15:59 ET

Alpine Funds

Mutual Funds

9:30 - 15:59 ET

American Beacon

Mutual Funds

9:30 - 15:59 ET

American Century Funds

Mutual Funds

9:30 - 15:59 ET

American Funds

Mutual Funds

9:30 - 15:59 ET

AMG Funds

Mutual Funds

9:30 - 15:59 ET

Anfield Capital Management

Mutual Funds

9:30 - 15:59 ET

Angel Oak Funds

Mutual Funds

9:30 - 15:59 ET

AQR Funds

Mutual Funds

9:30 - 15:59 ET

Aquila Funds

Mutual Funds

9:30 - 15:59 ET

Arin

Mutual Funds

9:30 - 15:59 ET

Aston Funds

Mutual Funds

9:30 - 15:59 ET

Ave Maria Funds

Mutual Funds

9:30 - 15:59 ET

Azzad Funds

Mutual Funds

9:30 - 15:59 ET

Baron Funds

Mutual Funds

9:30 - 15:59 ET

BlackRock

Mutual Funds

9:30 - 15:59 ET

Bradesco Latin American Funds

Mutual Funds

9:30 - 15:59 ET

Buffalo Funds

Mutual Funds

9:30 - 15:59 ET

Calamos Funds

Mutual Funds

9:30 - 15:59 ET

Calvert Funds

Mutual Funds

9:30 - 15:59 ET

Catalyst Funds

Mutual Funds

9:30 - 15:59 ET

Cavalier Funds

Mutual Funds

9:30 - 15:59 ET

Cedar Ridge Funds

Mutual Funds

9:30 - 15:59 ET

CMG Funds

Mutual Funds

9:30 - 15:59 ET

Columbia Funds

Mutual Funds

9:30 - 15:59 ET

Davis Funds

Mutual Funds

9:30 - 15:59 ET

Deutsche AM Distributors, Inc.

Mutual Funds

9:30 - 15:59 ET

Dimensional Fund Advisors

Mutual Funds

9:30 - 15:59 ET

Direxion Funds

Mutual Funds

9:30 - 15:59 ET

Dodge & Cox

Mutual Funds

9:30 - 15:59 ET

Doubleline Funds

Mutual Funds

9:30 - 15:59 ET

Dreyfus

Mutual Funds

9:30 - 15:59 ET

Driehaus Funds

Mutual Funds

9:30 - 15:59 ET

Eaton Vance Mutual Funds

Mutual Funds

9:30 - 15:59 ET

Empiric Funds

Mutual Funds

9:30 - 15:59 ET

Equinox Funds

Mutual Funds

9:30 - 15:59 ET

Euro Pacific Funds

Mutual Funds

9:30 - 15:59 ET

Eventide Funds

Mutual Funds

9:30 - 15:59 ET

Exceed Funds

Mutual Funds

9:30 - 15:59 ET

Fairholme Funds Inc.

Mutual Funds

9:30 - 15:59 ET

Federated Investors

Mutual Funds

9:30 - 15:59 ET

Fidelity

Mutual Funds

9:30 - 15:59 ET

First Eagle Funds

Mutual Funds

9:30 - 15:59 ET

First Investors Funds

Mutual Funds

9:30 - 15:59 ET

FMI Funds

Mutual Funds

9:30 - 15:59 ET

Forward Funds

Mutual Funds

9:30 - 15:59 ET

FPA Funds

Mutual Funds

9:30 - 15:59 ET

Franklin Templeton Investments

Mutual Funds

9:30 - 15:59 ET

Gabelli Funds

Mutual Funds

9:30 - 15:59 ET

Gator Funds

Mutual Funds

9:30 - 15:59 ET

Good Harbor Funds

Mutual Funds

9:30 - 15:59 ET

Goodwood Funds

Mutual Funds

9:30 - 15:59 ET

Gotham Funds

Mutual Funds

9:30 - 15:59 ET

Greenspring Fund

Mutual Funds

9:30 - 15:59 ET

Guggenheim Investments

Mutual Funds

9:30 - 15:59 ET

Hancock Horizon Family of Funds

Mutual Funds

9:30 - 15:59 ET

Harbor Funds

Mutual Funds

9:30 - 15:59 ET

Hartford Funds

Mutual Funds

9:30 - 15:59 ET

Highland Funds

Mutual Funds

9:30 - 15:59 ET

Hotchkis and Wiley Funds

Mutual Funds

9:30 - 15:59 ET

Invesco

Mutual Funds

9:30 - 15:59 ET

Ivy Funds

Mutual Funds

9:30 - 15:59 ET

J.P. Morgan Funds

Mutual Funds

9:30 - 15:59 ET

James Advantage Funds

Mutual Funds

9:30 - 15:59 ET

Janus

Mutual Funds

9:30 - 15:59 ET

Kellner Funds

Mutual Funds

9:30 - 15:59 ET

Kinetics Funds

Mutual Funds

9:30 - 15:59 ET

KKM Funds

Mutual Funds

9:30 - 15:59 ET

Legg Mason

Mutual Funds

9:30 - 15:59 ET

Leland Funds

Mutual Funds

9:30 - 15:59 ET

LJM Funds

Mutual Funds

9:30 - 15:59 ET

Longboard Funds

Mutual Funds

9:30 - 15:59 ET

Loomis Sayles

Mutual Funds

9:30 - 15:59 ET

Lyons Funds

Mutual Funds

9:30 - 15:59 ET

M.D. Sass

Mutual Funds

9:30 - 15:59 ET

Mainstay Funds

Mutual Funds

9:30 - 15:59 ET

Manning & Napier

Mutual Funds

9:30 - 15:59 ET

Marketfield Fund

Mutual Funds

9:30 - 15:59 ET

Matisse Funds

Mutual Funds

9:30 - 15:59 ET

Matthews Asia Funds

Mutual Funds

9:30 - 15:59 ET

MetWest Funds

Mutual Funds

9:30 - 15:59 ET

MFS

Mutual Funds

9:30 - 15:59 ET

Monte Chesapeake Funds

Mutual Funds

9:30 - 15:59 ET

Motley Fool Funds

Mutual Funds

9:30 - 15:59 ET

Natixis

Mutual Funds

9:30 - 15:59 ET

Neuberger Berman Funds

Mutual Funds

9:30 - 15:59 ET

NorthPointe Funds

Mutual Funds

9:30 - 15:59 ET

Nuveen Investments

Mutual Funds

9:30 - 15:59 ET

Oakmark Funds

Mutual Funds

9:30 - 15:59 ET

Parnassus Investments

Mutual Funds

9:30 - 15:59 ET

Pax World Mutual Funds

Mutual Funds

9:30 - 15:59 ET

Permanent Portfolio

Mutual Funds

9:30 - 15:59 ET

Philadelphia Investment Partners

Mutual Funds

9:30 - 15:59 ET

PIMCO

Mutual Funds

9:30 - 15:59 ET

Pioneer Investments

Mutual Funds

9:30 - 15:59 ET

Principal Funds

Mutual Funds

9:30 - 15:59 ET

Probabilities Fund

Mutual Funds

9:30 - 15:59 ET

Prudential Investments

Mutual Funds

9:30 - 15:59 ET

Quaker Funds

Mutual Funds

9:30 - 15:59 ET

Rareview Funds

Mutual Funds

9:30 - 15:59 ET

Ridgeworth Funds

Mutual Funds

9:30 - 15:59 ET

RiverNorth

Mutual Funds

9:30 - 15:59 ET

Salient Funds

Mutual Funds

9:30 - 15:59 ET

Schooner Funds

Mutual Funds

9:30 - 15:59 ET

Schwab Funds

Mutual Funds

9:30 - 15:59 ET

Scout Funds

Mutual Funds

9:30 - 15:59 ET

Selected Funds

Mutual Funds

9:30 - 15:59 ET

Semper Funds

Mutual Funds

9:30 - 15:59 ET

State Street Global Advisors

Mutual Funds

9:30 - 15:59 ET

Swan Funds

Mutual Funds

9:30 - 15:59 ET

T. Rowe Price

Mutual Funds

9:30 - 15:59 ET

TCW

Mutual Funds

9:30 - 15:59 ET

TFS Capital

Mutual Funds

9:30 - 15:59 ET

The Advisors' Inner Circle Funds

Mutual Funds

9:30 - 15:59 ET

The Royce Funds

Mutual Funds

9:30 - 15:59 ET

Thompson IM Funds

Mutual Funds

9:30 - 15:59 ET

Thornburg Funds

Mutual Funds

9:30 - 15:59 ET

TIAA-CREF Funds

Mutual Funds

9:30 - 15:59 ET

Tocqueville Funds

Mutual Funds

9:30 - 15:59 ET

Transamerica Mutual Funds

Mutual Funds

9:30 - 15:59 ET

U.S. Global Investors Funds

Mutual Funds

9:30 - 15:59 ET

Vanguard Funds

Mutual Funds

9:30 - 15:59 ET

Victory Funds

Mutual Funds

9:30 - 15:59 ET

Virtus Funds

Mutual Funds

9:30 - 15:59 ET

Voya Investment Management

Mutual Funds

9:30 - 15:59 ET

Wasatch Funds

Mutual Funds

9:30 - 15:59 ET

Wavelength Funds

Mutual Funds

9:30 - 15:59 ET

Wells Fargo Funds

Mutual Funds

9:30 - 15:59 ET

Westwood Funds

Mutual Funds

9:30 - 15:59 ET

Winning Points Funds

Mutual Funds

9:30 - 15:59 ET

World Funds

Mutual Funds

9:30 - 15:59 ET

Zacks Funds

Mutual Funds

9:30 - 15:59 ET

Zeo Capital Advisors

Mutual Funds

9:30 - 15:59 ET

 

 

Please note: We do not offer every fund that these families offer however we do offer most of them. To see if the fund you are interested in you may choose from the mutual fund screener within TWS or simply give us a call and we will find out for you. Please note that the information below pertains to mutual funds held within your PT brokerage account and that rules for accounts held fund direct vary by individual investment company. Please call us at 919-719-7200 for more information.

 
  • In some instances our clearing firm may receive a 12b-1 fee from a mutual fund company and PT may receive a portion of such fees. Please see individual prospectuses for details.
  • Delivery of prospectuses will only be made electronically and not by postal mail.
  • All dividends will be automatically reinvested.
  • Minimum size on an initial fund order is USD 3,000. Subsequent minimum order size varies by fund. See the individual prospectuses for more details. (Minimum size may be significantly lower for accounts held fund direct (we would set up an account for you at the mutual fund/investment company of your choice where minimums may be as low as $100 per month.)
  • Mutual fund orders are accumulated during the day and transmitted to the fund at 15:59pm for pricing.
  • Investors are prohibited from purchasing a fund for 60 calendar days after any portion of the fund has been redeemed or exchanged.
  • Money market mutual funds require a USD 10,000 purchase minimum, but are subject to higher fund-imposed minimums.
  • US Mutual Funds are only available to customers who are US legal residents and have a US address.
  • In addition to Place Trade's transaction fee for mutual fund transactions, some mutual funds assess marketing and shareholder servicing fees (e.g., 12b-1 fees). For funds held outside of your PT brokerage account, PT may receive a portion of these fees directly from the investment company for shareholder and marketing services rendered. For funds held within your PT brokerage account, PT will not receive compensation from the investment company. However, our clearing firm may receive a portion of these fees. It is possible that PT may receive a benefit from fees paid to our clearing firm. For information regarding a particular mutual fund's payment and compensation practices, please read the fund's prospectus and statement of additional information or visit the fund's website.
     

 


Learn more about Mutual Funds available within your PT brokerage account via this link.  

 

Looking for information on Exchange Traded Funds (ETFs)?  Trade or invest in ETFs at Place Trade.

 

To learn more please call 1-800-50-PLACE or 1-919-719-7200 to speak with an experienced mutual fund specialist today.

 

 

 

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