Class A Share Mutual Funds

Designed for long-term investors, Class A share mutual funds typically provide discounts off the upfront sales charge and generally have lower 12b-1 fees than Class C shares.

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Class C Share Mutual Funds

Made with short- and medium-term investors in mind, Class C share mutual funds provide greater flexibility and fewer upfront fees, but can charge a contingent deferred sales charge if sold too soon after purchase.

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No-Load Mutual Funds

No‑load funds can offer the ability to buy shares with lower expense ratios, allowing the full investment amount to be invested. These funds may charge other non-sales fees, such as purchase or redemption fees.

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[b3-regular]Investors should carefully consider their own investment goals, risk tolerance, liquidity needs and read the funds prospectus before making an investment decision. Investing involves risk, including possible loss of the amount invested. Diversification doesn’t eliminate market risk or guarantee profit.[/b3-regular]

Compare Mutual Funds

Visit FINRA’s Fund Analyzer to compare funds based on share class, objectives, fees, and more.*

^{*Not all funds may be available to you in your MissionSquare account.}

Frequently Asked Questions

[b3-regular]Investors should carefully consider their own investment goals, risk tolerance, liquidity needs and read the funds prospectus before making an investment decision. Investing involves risk, including possible loss of the amount invested. Diversification doesn’t eliminate market risk or guarantee profit.[/b3-regular]

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Explore MissionSquare Wealth Management’s selection of mutual funds to add to your brokerage account, traditional IRA, or Roth IRA.