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MutualFunds
mutualfunds.com › fund-company › edward-jones-funds
Top 1 Edward Jones Funds
Edward Jones is a company that sells mutual funds with $123M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds...
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Edward Jones
edwardjones.com › us-en › disclosures › account-fees › fees-compensation › mutual-fund-fees
Mutual Fund Fees & Expenses | Edward Jones
Additional information about the ... specific mutual fund can be found in the fund prospectus. This may include information regarding sales loads, sales charged, deferred sales charges, finder's fees, redemption fees, surrender charges, exchange fees and purchase fees. Your Edward Jones financial ...
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Morningstar
morningstar.com › funds › xnas › jnsxx › performance
JNSXX – Performance – Edward Jones Money Market Inv | Morningstar
JNSXX Performance - Review the performance history of the Edward Jones Money Market Inv fund to see it's current status, yearly returns, and dividend history.
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Nasdaq
nasdaq.com › home › market activity › mutual funds
Edward Jones Money Market Fund - Investment Shares (JNSXX) Latest Prices, Charts & News | Nasdaq
Find the latest performance data chart, historical data and news for Edward Jones Money Market Fund - Investment Shares (JNSXX) at Nasdaq.com.
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Edward Jones
edwardjones.com › us-en › investment-services › accounts-overview › fund-models
Edward Jones advisory solutions® fund models
The Program Fee includes your financial ... costs, performance reporting, evaluation and selection of investments for the program by Edward Jones research professionals, and other services to keep your account aligned with our guidance. The Platform Fee covers the support and maintenance of accounts on the Edward Jones investment advisory platform, such as trading and risk tools, training and education, and ongoing platform development. The fees do not include the internal expenses of the mutual funds and ...
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Edward Jones
edwardjones.com › us-en › media › 22331
IAS-3840G-A.pdf | Edward Jones
Find the program list of investments selected by the Edward Jones Mutual Fund Research Team for Advisory Solutions accounts here.
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Reddit
reddit.com › r/bogleheads › worth sticking with edward jones
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
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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
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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
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Edwardjones
bridgebuildermutualfunds.edwardjones.com › bridgebuilder › fund-listing
OUR FUNDS - Bridge Builder Mutual Funds - Edward Jones
Bridge Builder Mutual Funds
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Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2023-02 › RES-1289-A.pdf pdf
Edwardjones
period ending 12/31/2022. Past performance is not a guarantee of future · results. Since inception in January 1993, the Edward Jones Stock Focus List
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Edward Jones
edwardjones.com › edward jones › investment services › investment products › what are mutual funds
What Are Mutual Funds? | Edward Jones
June 10, 2024 - Your principal and investment return in a mutual fund will fluctuate in value. Your investment, when redeemed, may be worth more or less than the original cost. Edward Jones receives payments known as revenue sharing from certain mutual fund companies, 529 plan program managers and insurance companies (collectively referred to as “product partners”).
Find elsewhere
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Bogleheads.org
bogleheads.org › board index › us investors › personal investments
Edward Jones vs indexing - Bogleheads.org
Gacavedave wrote: Mon Aug 09, 2021 7:55 pm I had little investing knowledge, but I'm educating myself as quickly as I can. It appears to me that Edward Jones, and Raymond James, drain profits with front and back end fees. I'm a newbie, but it looks to me that index funds should be 70 -80% of my portfolio, and that Jones and James should be left behind.
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Edward Jones
edwardjones.com › us-en › investment-services › accounts-overview › guided-solutions-fund-account
Guided Solutions Fund Account | Edward Jones
The Program Fee includes your financial ... costs, performance reporting, evaluation and selection of investments for the program by Edward Jones research professionals, and other services to keep your account aligned with our guidance. The Platform Fee covers the support and maintenance of accounts on the Edward Jones investment advisory platform, such as trading and risk tools, training and education, and ongoing platform development. The fees do not include the internal expenses of the mutual funds and ...
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Quicken
quicken.com › investing › mutual-funds › JRSXX › Edward-Jones-Money-Market-Fund-Retirement-Shares
Mutual Fund - Edward-Jones-Money-Market-Fund-Retirement-Shares Summary - Quicken® Investing Center | Quicken
Get JRSXX mutual fund information for Edward-Jones-Money-Market-Fund-Retirement-Shares, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more
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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
Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is an asset allocation program that provides · investment advisory services. Depending on a client’s minimum investment, a client can select Fund Models, which invest in affiliated mutual ...
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Quicken
quicken.com › investing › mutual-funds › JRSXX › Edward-Jones-Money-Market-Fund
Mutual Fund - Edward-Jones-Money-Market-Fund Summary - Quicken® Investing Center | Quicken
Get JRSXX mutual fund information for Edward-Jones-Money-Market-Fund, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more
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Investopedia
investopedia.com › articles › fa-profession › 092516 › edward-jones-ira-and-roth-ira-review.asp
Roth IRA Fund Options from Edward Jones
August 22, 2024 - Edward Jones is a full-service brokerage with $1.9 trillion in assets under management (AUM). The company does not disclose how many exchange-traded funds (ETFs) or mutual funds, or what specific funds, it offers to investors opening Roth individual retirement accounts (Roth IRAs).
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StockAnalysis
stockanalysis.com › home › articles › edward jones review: what to know when choosing a financial advisor
Edward Jones Review 2025: Pros, Cons, Fees, & More
February 18, 2025 - If you select the Advisory Solutions at Edward Jones, you will have the option to invest in either its Fund Models or its Unified Management Account (UMA) Models. After determining your portfolio's objective (based on your age, risk tolerance, income needs, and total portfolio value), your advisor will help you choose from over 90 Fund Models, which contain unique mixes of mutual ...
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Edward Jones
edwardjones.com › us-en › investment-services › wealth-strategies › guided-solutions
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 ...
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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
On an ongoing basis, Mutual Fund Research monitors the ESG · Intentional funds it recommends to ensure they continue to meet its standards. SMA Managers within the Advisory Solutions UMA Models may act as a non-discretionary sub-advisor to Edward Jones and the Overlay Manager.
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SEC.gov
sec.gov › Archives › edgar › data › 314650 › 000131814805000178 › jonesform.htm
EDWARD JONES MONEY MARKET FUND
The partners in the Adviser allocate the expenses and revenues of the partnership according to a mutually agreed-upon formula. Last year, the general partner received approximately 30% of the Adviser's revenues, while Edward Jones received approximately 70%. This allocation may vary depending ...