Mutuals.com

For investment listings, prospectus and performance information,
call 1-800-688-8257

FEATURE  
Broker's Website Address www.mutuals.com
Offer individual, non-prototype trust accounts for 401(k) plan participants? yes
Annual account fee, if any $25
Point of Contact: Rick Havard
1-800-688-8257 ext.2266
Number of no-transaction fee mutual fund groups offered (Please refer to broker's website)
Number of portfolios that are no-transaction fees (Please refer to broker's website)
Initial minimum deposit for non-custodial 401(k) account* none
Subsequent minimum deposit to account* $150
Minimum on-line transaction fee for stocks or bonds (strictly mutual funds)
Minimum telebroker transaction fee for stocks or bonds (strictly mutual funds)
Is an Automatic Investment Allocation Program (AIAP) available for mutual fund purchases? yes
*Minimum deposits DO NOT apply to mutual fund purchase minimums, as set by each fund group.