MUTUAL FUNDS, ETFs & UITs
Wedbush Securities provides access to over 450 Fund Families with availability surpassing well over 15,000 ‘open-end’ funds covering a wide spectrum of investment categories.
Whether your goals are purely growth-driven, sector-focused, or designed to build long-term capital for education, Wedbush advisors can help navigate the variety of fund plan options.
FEATURED FUND OPTIONS
A wide array of stock funds is available from all categories. These come in multiple varieties and share classes to meet your individual needs.
Several types of bond funds are available, ranging from U.S. Government to Emerging Market Debt
Unlike strictly stock or bond funds, which can have a singular investment focus, Wedbush also offers access to a multitude of unique and varied mutual funds—some even focused on a specific industry.
Wedbush clients can purchase closed-end funds from any category or sector they wish and can typically trade them like common stocks.
Saving for a college education has become much more attractive to Americans since the creation of this tax-advantaged investment vehicle over a decade ago. Each state sponsors the 529 Plans, primarily using mutual funds. Any of these plans are available to Wedbush clients.
ETFs & UITs
Exchange Traded Funds (ETFs)
Wedbush provides access to virtually all exchange traded funds. These funds offer the trading of a diversified “basket” of stocks, which reflects the performance of a market index, industry, sector, style or region – all in one security.
Unit Investment Trusts (UITs)
Wedbush is a distributor of Unit Investment Trusts. These focus on market sector, corporate bonds, treasury bonds and more.