edward jones mutual funds list

Find the program list of investments selected by the Edward Jones Mutual Fund Research Team for Advisory Solutions accounts here.

MutualFunds

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Top 1 Edward Jones Funds

See all Edward Jones mutual funds with key metrics; AUM, performance, fees, dividend, minimum investment required, and more.

Edward Jones

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Mutual Fund Fees & Expenses | Edward Jones

Edward Jones makes no representations as to the completeness or accuracy of the prospectuses or offering statements as they are generated by unaffiliated third party issuers. For an explanation of the various costs associated with mutual fund transactions, including definitions and examples, please visit the U.S. Securities and Exchange Commission's website at: http://www.sec.gov/answers/mffees.htm · Below is an alphabetical listing of fees and expenses associated with mutual funds that may be available for purchase in employer retirement plan accounts held at Edward Jones.

Edwardjones

bridgebuildermutualfunds.edwardjones.com › bridgebuilder › fund-listing

OUR FUNDS – Bridge Builder Mutual Funds

Bridge Builder Mutual Funds

Edward Jones

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Investment Products For Your Future | Edward Jones

We review the universe of stocks, bonds and mutual funds to select quality investments for you.

Edward Jones

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What Are Mutual Funds? | Edward Jones

June 10, 2024 - There are nearly 10,000 mutual funds available today, covering a broad range of industries, asset classes and market indexes. At Edward Jones, we try to simplify your choices by recommending funds that follow our investing principles of quality, diversification, and a long-term perspective.

Edward Jones

edwardjones.com › sites › default › files › acquiadam › 2022-07 › IAS-3840D-A.pdf pdf

Program List REV JUN 2022 Page 1 of 9 Edward Jones Advisory Solutions® is an

unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA Models, which also include separately managed allocations (SMAs). Please review the · applicable Edward Jones Advisory Solutions Brochure for more information.

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r/Bogleheads on Reddit: Worth Sticking with Edward Jones

June 22, 2023 -

I have a Guided Flex Fund (1.35% AUM) with Edward Jones in a non-retirement account. This fund is to supplement my pension. I am 51 and aim to retire at 60. I started this fund in June 2020. Personal rate of returns are approximately 9% (2023 YTD), -19% (2022), 10% (2021), 17% (2020), and -0.68% (since inception, annualized).

What's disappointing to me is the approximate -1% since inception, plus the cost of fees. I have another account with Fidelity. Should I transfer my EJ account to Fidelity? If so, when is the best time?

Details of my portfolio follow. If it's reasonable, should I soldier on?

--Cash & Money Market (1%)

MM Inv Shares

--Stocks (33%)

Abbott
Amazon.com Inc
Bank of America
Blackrock Inc Cl A
Chevron Corp
Coca-Cola Co
Comcast Corp Cl A
Corteva Inc
Hensbrands Inc
Hershey Foods Corp
Johnson & Johnson
Lowes Companies Inc
Mastercard Inc Cl A
Merck & Co Inc
Microsoft Corp
Nextera Energe Inc
nVidia Corp
Pfizer Inc
Procter & Gample Co
Raytheon Tech Corp
Regions Financial Corp
Salesforce Inc
Sociedad Quimica Minera Adr
Southwest Airlines Co
Teladoc Health Inc
Texas Instruments Inc
Thermos Fisher Scientific
Union Pacific Corp
Visa Inc Cl A
Walt Disney Co
Wells Fargo & Co

--ETFs (8%)

Invs S&P500EQ WG
ISH RSL 2000
SP BL INT TR ETF

--Mutual Funds (57%)

American Fundamental Inv F3
American New World F3
American Smallcap World F3
Blackrock Low Duration Bond K
BR National Municipal K
BR PA Municipal Bond K
Franklin Dynatech R6
Guidestone Emerging MKTS EQ I
Hartford Small Company F
Invesco Developing Markets R6
Invesco OP INTL Growth R6
JPMorgan Equity Income R6
Lord Abbett Income F3
Met West Total RTN Bond Plan
MFS Global Equity R6
MFS MA INV Growth R6
PGIM Global Total Return Cl R6
Pimco Low Duration I
Victory Sycamore SM CO Op R6

Top answer

1 of 5

51

Ewww You are being dimed and quartered to death in fees Classic “look at this fancy portfolio we created that you couldn’t possibly have done yourself” construction

2 of 5

38

Transfer your account to Fidelity as soon as you are able. Stop funding your Edward Jones Advisor's retirement instead of your own. https://www.investor.gov/introduction-investing/getting-started/understanding-fees

Edward Jones

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Investment products | Edward Jones

We review the universe of stocks, bonds and mutual funds to select quality investments for you.www.edwardjones.ca/ca-en

Edward Jones

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Guided Solutions Fund Account | Edward Jones

If you stay within the guidance provided by Edward Jones investment professionals, the final decision on all buys and sells is yours. With a Guided Solutions Fund Account, you'll be able to choose from an extensive list of eligible mutual funds and exchange-traded funds (ETFs).

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Edward Jones

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Guided Solutions | Edward Jones

With a Guided Solutions Fund Account, you can choose from an extensive list of mutual funds and ETFs. You'll also have built-in technology that monitors your account and automatically rebalances it to help keep your investments on track. The guidance developed by Edward Jones' investing ...

Bogleheads.org

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Edward Jones users, I'm looking for recs on funds they offer that fit Boglehead investing philosophy - Bogleheads.org

Awhile back, the only fund offered in the SIMPLE IRA that didn't have a load or commission was the stable value or money market fund (not sure which). So she could invest in that one and roll it to her own frozen IRA and invest as she wants. This is old information and I'm not sure it is all still correct. You can look for some long ago threads by searching for frozen SIMPLE Edward Jones. The 3% match makes the SIMPLE worth using, even at EJ. hmm...this is interesting. I'll add this to the list of things to look into.

ETF Database

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ETF Alternatives to JNSXX - Edward Jones Money Market Inv Mutual Fund

These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool. How ETFdb.com has selected ETF alternatives to JNSXX: JNSXX is a money market fund. The following table displays information on all ETFs currently allocated to the Money Market ETFdb.com Category. Click on any of the ETFs listed below for more information, including underlying holdings, fact sheet access, and charting capabilities.

Capital Group

capitalgroup.com › advisor › literature › detail.htm

American Funds solutions for Edward Jones

American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401(k)s, IRAs, and 529s.

Edward Jones

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Edward Jones advisory solutions® fund models

Each Research Model is designed by a team of professionals at Edward Jones and contains a mix of mutual funds and/or ETFs.

Edwardjones

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Bridge Builder Mutual Funds - Edward Jones

Bridge Builder Mutual Funds

Edward Jones

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ETF Fees & Expenses | Edward Jones

These investment options include common stock, preferred stock, closed-end funds and exchange-traded funds (ETFs). Generally, when you buy or sell an equity security, you pay a commission based on the principal value of the investment.

Quicken

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Mutual Fund - Edward-Jones-Money-Market-Fund-Investor-Class Summary - Quicken® Investing Center | Quicken

Get JNSXX mutual fund information for Edward-Jones-Money-Market-Fund-Investor-Class, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more

Edward Jones

edwardjones.com › sites › default › files › acquiadam › 2020-10 › IAS-3840-A.pdf pdf

Program List REV AUG 2020 Page 1 of 8 Edward Jones Advisory Solutions® is an

unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA Models, which also include separately managed allocations (SMAs). Please review the · applicable Edward Jones Advisory Solutions Brochure for more information.

Investopedia

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Roth IRA Fund Options from Edward Jones

August 22, 2024 - Edward Jones offers customers a broad selection of asset classes in which to invest, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). However, the company does not publish information on its website on how many or which mutual funds and ETFs are available to customers ...