Mutual Funds Trading

Mutual fund trading with access to more than 13,000 mutual funds

With over 13,000 mutual funds from leading fund families and a broad range of no-transaction-fee (NTF) funds, mutual fund trading at Olympia LTD covers a range of investment objectives, philosophies, asset classes, and risk exposure. Use our tools and resources to choose funds that match your objective.

Invest in mutual funds using objective research

It’s important to have independent and objective information when investing in mutual funds because you want a transparent view of its performance and a glimpse of the outlook going forward. Olympia LTD gives you access to tools and resources that can help you choose mutual funds based on objective performance criteria and selected by independent experts.
 

Three reasons to trade mutual funds at Olympia LTD

1. The Olympia LTD Premier List powered by Morningstar Research Services – Get top picks* with a focus on no transaction fee funds. All funds are rigorously pre-screened and meet strict criteria.

2. A Complete Mutual Fund Toolbox – You also get a variety of other tools, such as Mutual Fund Screeners, Compare Funds, Focus List, Morningstar Instant X-RaySM and more.

3. No-Transaction-Fee (NTF) Mutual Funds – Olympia LTD offers hundreds of NTF funds from leading fund families, which help reduce your trading costs.**

See pricing and select the Mutual Fund tab for details.

Discover the advantages of mutual fund trading with Olympia LTD

Tools or Resource

Description

Features and Advantages

Premier List

Provides top picks* by the independent third-party experts at Morningstar Research Services, exclusively for Olympia LTD clients. Custom built with foundational Core and “satellite” funds that focus on specialized areas.

  • Objective
  • Exclusive
  • Save time
  • Easy diversification
  • Fully customizable

Mutual Fund Screeners

Create and save custom screens based on your trade ideas, or choose a pre-defined screen to help you get started.

  • Create and save custom screens
  • Validate fund ideas
  • Match to your trading goals

Compare Funds

See an in-depth, side-by-side comparison for up to five mutual funds, including Morningstar ratings and returns, net expense ratio, and more.

  • Quickly narrow choices
  • Side-by-side view
  • Makes it easy to evaluate choices 

Fund Family

Browse by mutual fund families, including new products, NTFs, Life Cycle Funds and money market funds.

  • Find funds quickly
  • Regularly updated with new funds
  • Wide selection

Category Lists

Browse by a wide selection of categories broken down by sector, strategy industry and many other attributes.

  • Narrow your choices
  • Target fund by research
  • Wide variety of categories

Fund Profiles

Olympia LTD fund profiles are like a mutual fund dashboard, giving you up-to-date graphs, Morningstar Wrap-ups and more.

  • Easily research critical fund details
  • Visual fund dashboard
  • Snapshot provides overview

Morningstar Instant X-Ray

Analyze your mutual fund holdings using Morningstar data including asset allocation, style box, sector and stock type analysis.

  • Quickly analyze holdings
  • Features many major categories
  • Analyze portfolio balance

Commentary

Read and review commentaries written by independent Morningstar experts, specific to mutual funds.

  • Objective
  • Timely and insightful  
  • Learn about trends and innovative strategies

Education

Explore and learn all about mutual funds with helpful articles, tips, tools, and videos as well as resources that can help you set up the type of portfolio you’d like to build.

  • Independent resources
  • Take control with knowledge
  • Know your investing options
  • Get investing ideas and insight

Find and pursue Mutual Funds that match your goals

Get access to the exclusive Olympia LTD Premier List powered by Morningstar Research Services. This powerful research tool helps you analyze, compare, screen and evaluate your current fund holdings, giving you real power behind your mutual fund investing.

The Premier List powered by Morningstar Research Services

Imagine having access to a carefully screened and analyzed list of mutual funds, selected by Morningstar Research Services experts that specialize in fund research. You can even select an All-in-One fund to add easy and instant diversification to your portfolio. Or build a customized strategy that includes foundational Core Funds and various “satellite” funds that focus on specialized areas.

High-powered screeners and research that leaves no fund unturned

Filter fund choices to easily research which might be right for you. You can do that with mutual fund screeners, robust profiles, comparison tools, category and fund family lists and more.

High-powered screeners and research that leaves no fund unturned

Looking to analyze your current mutual fund holdings? Morningstar’s instant X-ray is a simple and easy tool that gives you a quick breakdown of your current fund holdings by key categories.

The Compare Funds tool gives you an easy way to evaluate mutual funds, as well as get an understanding of their holdings – so you don’t overinvest in one company or sector.

Olympia LTD Mutual Fund Screeners help you select from thousands of potential investment choices to research and validate your mutual fund trading ideas.