TD Ameritrade has unveiled new enhancements to an online tool to make it easier for mutual fund investors to create diversified portfolios.

Company officials said enhancements to its No Transaction Fee Premier List -- which features mutual fund picks from Morningstar Associates -- include more visual and intuitive additions, including third-party research embedded directly into the platform, to allow investors to simply mouse over a fund and bring up the relevant analyst note.

"These enhancements are ways to improve the mutual fund experience for our clients," Aaron Dillon, director of mutual funds at TD Ameritrade, told The MFWire. "Our list is top notch but we wanted to make it even easier for clients to build a diversified portfolio."

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Company Press Reelase

Finding the Right Mutual Fund Just Got Easier

TD Ameritrade Takes Some of the Guesswork out of Choosing the Right Fund

Building a diversified portfolio of mutual funds just got easier, thanks to new enhancements and tools from TD Ameritrade, Inc. (“TD Ameritrade”), a broker dealer subsidiary of TD Ameritrade Holding Corporation, TD Ameritrade announced today.

Among the changes are enhancements to TD Ameritrade’s No Transaction Fee Premier List, which features mutual fund top picks* from independent experts at Morningstar Associates, LLC that are streamlined into four investment categories. The list is now more visual and intuitive, including third-party research embedded directly into the platform. Now, investors can simply mouse over a fund and the relevant analyst note pops up.

"Investors want simplicity without sacrificing sophistication," said Aaron Dillon, director of mutual funds at TD Ameritrade. "These enhancements are designed to help investors select funds that have been pre-screened by third-party experts, in a way that eliminates extra clicks, provides objective research more directly, and makes building a portfolio more visual and easier to do."

For more information on the new streamlined functionality of TD Ameritrade's mutual fund platform visit www.tdameritrade.com.

 

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