Mutual Funds
Discover D-series mutual funds
If you like the idea of a low-cost solution, consider D-series funds. This low-cost fund series can help you put more of your money towards investments. Created with cost-conscious self-directed investors in mind, D-series are designed to offer discounted access to professional money management as well as low-fee access to a variety of asset classes, industry sectors and geographic regions.
Key Highlights
D-Series Fund vs. Index Fund vs. A-Series Fund
Compare different fund classes to find the one that's right for you.
D-Series Fund |
Index Fund |
A-Series Fund |
|
---|---|---|---|
Overview |
Similar to A-series funds but designed for self-directed investors at a lower fee. |
Track the performance of market indices and offer broad diversification. |
Actively managed funds, most common for advised clients. |
Minimum Investment |
As little as $100 |
As little as $500 |
$500 or less |
Management Fees |
D-Series MER: Ranges from 0.22% - 1.75% |
Index fund MER: from 0.35% onwards |
A-Series Fund MER: from 0.35% onwards |
Accounts |
You can hold D-Series in non-registered and registered plan with the exception of certain D-Series that do not qualify. |
You can hold index funds in non-registered and registered accounts, with the exception of certain funds that do not qualify. |
You can hold A-Series funds in non-registered and registered accounts, with the exception of certain funds that do not qualify. |
D-Series FAQs
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