MUTUAL FUNDS
We offer more than 14,000 mutual funds from over 450 fund companies. In addition, clients can buy and sell over 1,800 mutual funds offered by 160 companies without transaction fees.
For the international client, we offer a comprehensive set of offshore funds which provide privacy and other unique benefits for investors who reside outside of the US.
To review the list of funds which can be purchased through a Delta Equity investment account, please access the following:
Mutual Fund Only IRA: Any of the funds that are available on Pershing’s platform can be purchased as part of the mutual fund only IRA, which benefits the client by reducing the annual IRA maintenance fee.
By providing these lists, Delta Equity makes no recommendation concerning the advisability or suitability of buying any of the funds contained on these lists. They are provided for reference purposes only. Sales may only be made by prospectus. Historical results are no guarantee of future performance.
* Please contact Delta Equity to verify that a distribution agreement is in place for any offshore fund which an account holder may wish to purchase.
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