30320 Rancho Viejo Road, Suite 11
San Juan Capistrano, CA 92675
Phone: 800-510-2055
Email: compliance@multiplefinancial.com

Mutual Funds

Mutual Funds Retail

Consumer Value added

Our company offers a virtually unlimited list of mutual fund companies. When it comes to the business of purchasing mutual funds, we offer our customers a powerful resource and a recipe for success. Listed below is a comprehensive list of mutual funds that we offer.

PLEASE REMEMBER TO READ THE FUND PROSPECTUS CAREFULLY BEFORE PURCHASING A MUTUAL FUND. The Fund Prospectus will explain all of the funds fees and expenses associated with your intended investment.

Mutual Fund Companies

To review and compare your Mutual Funds Expenses or to compare the expenses among various mutual funds, click below on our Mutual Fund Expense Analyzer, sponsored by the Financial Regulatory Authority (FINRA), our self regulatory organization.

Mutual Fund Expense Analyzer

SOME OF OUR MORE NOTABLE Mutual Fund Companies and Unit Investment Trust Products are:

  • Fidelity Funds
  • Oppenheimer
  • Pimco
  • Pioneer
  • Invesco AIM Funds
  • TransAmerica
  • Black Rock
  • Pacific Life Funds
  • Franklin-Templeton
  • VanGuard
  • American Funds
  • *Hartford Smart 529 Funds

*When considering a Hartford Smart 529 Plan or any other College Savings Plan, the investor must consider the investment objectives, risks, charges and expenses associated with the particular funds before investing. More information about the funds is available in the issuer’s official statement.

Please read the Fund’s Official Statement and Prospectus Offering Statement carefully before making your investment.

You should read the Fund’s Prospectus very carefully before investing in any Mutual Fund, including their fees and expenses.

IT IS IMPORTANT TO REMEMBER that the investments in mutual funds or any other securities product are subject to risk, including the potential for principal loss.

We also have access to over another 5,000 Mutual Funds and Unit Investment Trusts through our Investment Advisory Services and Asset Management Platforms.

Some of those funds, in addition to those listed above, are:

  • Janus Funds (Royce Funds)
  • T Rowe Price (Weitz Value)
  • Dreyfus (Third Avenue Funds)
  • MFS Funds (Wells Real Estate Funds)
  • American Century (John Nuveen Bond Funds)
  • Payne & Rygal (Oakmark)
  • Strong Funds (Dodge & Cox)
  • Baron Funds (Harbor International)
  • Century Funds (Mathews Pacific Tiger)
  • Algers (Liberty Acorn)
  • ABN Amro (Van Kampen)
  • Eaton Vance (Beacon Hill)
  • Artisan International (Cohen & Steers)
  • USAA Tax Exempt and many more, etc.