Mutual Funds

• Mutual fund offerings:
  
  1. No-Load Funds: There is a $21.95 commission to buy or sell.
  
  2. Load Funds: There is a front-end or back-end load, which is determined by the prospectus.


• Thousands of various open-end mutual funds are available through York Securities:
        • Mutual Fund List in Adobe PDF format
             or
        • Mutual Fund List in an Excel Spreadsheet


Individual investors may buy institutional class mutual fund shares on this list, often with reduced minimum investment amounts.
Minimum dollar amount per transaction is $500 (unless the specific fund has a higher stated minimum), excluding full liquidations.

Note: Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. To check this or any other information about a specific mutual fund, please request a prospectus from the fund company or York Securities, to read carefully before entering an order.

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