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

Stock Funds

A wide array of stock funds is available from all categories. These come in multiple varieties and share classes to meet your individual needs.

Bond Funds

Several types of bond funds are available, ranging from U.S. Government to Emerging Market Debt

Speciality Funds

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.

Closed-End Funds

Wedbush clients can purchase closed-end funds from any category or sector they wish and can typically trade them like common stocks.

EDUCATION FUNDS

529 Plans

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.

YOUR WEDBUSH ADVISOR

Your Wedbush Advisor is available to help you select which funds are best suited to your investment, risk and diversification needs.