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Mutual Fund Center
With literally thousands of mutual funds to choose from, how can you find the funds that are right for you? Our mutual fund selector, research center and investor education section can help. Mutual funds purchased through H&R Block Financial Advisors are either loaded funds, no transaction-fee funds; or no-load funds for which there is a $75 transaction fee.* As a client of H&R Block Financial Advisors, you have access to more than 3,700 mutual funds from families such as MFS, Delaware, Franklin-Templeton, Munder, AIM and more. Be sure to read a fund's prospectus before investing. Mutual funds involve risk. Generally, the higher your targeted return, the greater the risk. In addition, the past performance of a fund is no indication of future results. Investment return and principal value will fluctuate and when redeemed, shares may be worth more or less than their original cost. Mutual Fund Families We offer you more than 50 no-load mutual fund families* online and approximately 40 loaded funds that are available for purchase through your advisor or by calling our Investor Center at 1-866-295-7912 between 7 am and 7 pm CST Monday thru Friday. Mutual Fund Systematic Purchasing
Our automatic investing program allows you to consistently invest in mutual funds. Keep in mind that automatic investing does not guarantee a profit or protect against losses in declining markets. Before you enroll, evaluate your financial ability to continue purchasing through periods of low price levels, should they occur. 
We can help. Contact a financial advisor or call our Investor Center at 1-866-295-7912
for investment assistance. *H&R Block Financial Advisors receives
remuneration from those no-load funds for which it does not charge
a transaction fee. You will be charged a redemption fee of $75 on
no-load no transaction fee funds purchased through H&R Block
Financial Advisors which are held less than 180 days.
If you were charged a transaction fee to purchase a no-load fund you will be charged a fee to sell it as well. You can choose not to utilize your H&R Block Financial Advisors account and purchase shares directly from the fund and not pay the H&R Block Financial Advisors transaction fee. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. Please read the prospectus carefully before investing. For this and other information, call or write to H&R Block Financial Advisors, Inc. for a free prospectus, or view online. Performance quoted is past performance and is no guarantee of future results. Current performance may be lower or higher. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. |