Welcome to Axos FundFinder+

Introducing your all-in-one research tool. Quickly discover, research, and compare mutual funds and ETFs – just like the pros.

How to Use Axos FundFinder+

Exclusive to Axos Invest, FundFinder+ is unbiased and objective – the way investing should be. All for free with no obligation.  That’s investing evolved.
With this easy-to-use research tool, you can:

  • Search by sector, category, asset class, and provider.
  • Access in-depth performance factsheets that are easy to understand and come directly from our network of highly regarded asset managers.
  • Read the same powerful insights that professionals use to make their decisions.
  • For performance, holding, and risk data on Mutual Funds and Exchange Traded Funds (ETFs), check out our LOGICLY Mutual Fund and ETF Screener.
  • Plan your next move by starting a conversation with one of our Licensed Relationship Managers.
  • Open an Axos Invest account of your choice in less than 10 minutes.
  • View all mutual funds available on the Axos Invest Self Directed Trading Platform.

Can’t find your favorite mutual fund or ETF at Axos Invest? Want to see it added?
Send your suggestion to support@axosinvest.com or call 1-888-585-4965

Novice InvestorGet started on the right foot.

Step 1 – Find a Fund

Whether you want to choose a fund or ETF based on performance, by job sector, or from a trusted fund family, let your objectives and interests guide your potential purchases.

Step 2 – Assess the Fact Sheet

After identifying a fund, download the accompanying fact sheet and take a close look at the fund particulars. Review past performance, fund risks, potential returns, and more to make sure they fit in your long-term investing strategy.

Step 3 – Make Your Purchase

After opening an Axos Invest Self-Directed Trading account, you can make your fund or ETF purchases as a piece of your growing portfolio. In the Axos app, you can manage your assets and chart their performance daily.
Experienced InvestorLearn how to get the most out of FundFinder+.

Tip 1 – Stay Diversified

If you aren’t sold on a particular strategy, remain diversified. Since you probably know areas where your portfolio could use some increased or decreased exposure, this tool lets you key in on just the mutual fund or ETF type you feel you need to address that concern.

Tip 2 – Stick to Your Goals

You understand your projected timelines and risk tolerances. You also have thoughts about what’s happening in the markets and economies and how you might take advantage of changing cycles. Knowing how your short-term strategies and long-term goals intersect is key to success in both.

Tip 3 – Invest with Confidence

FundFinder+ is a brilliant tool for finding your next suitable investment. Through fact sheets, assess different manager offerings and their historical track records to build your own stable of trusted stock pickers with longterm reputations of success.

Axos Financial, Inc., All Rights Reserved. © 2024 Axos Bank, All Rights Reserved. © 2024 Axos Invest LLC. Member FINRA & SIPC. All Rights Reserved. © 2024 Axos Invest, Inc. All Rights Reserved.

**”Gross Expense Ratio” reflects a fund’s total annual operating expenses as stated in the fund’s prospectus and does not reflect any expense reimbursements or waivers that may exist. This mutual fund may be subject to expense reimbursements and waivers, and less such reimbursements and waivers may have lower total annual operating expenses (i.e., “Net Expense Ratio”) than indicated herein. Please read the fund prospectus carefully to determine the existence of any expense reimbursements or waivers and details on their limits and termination dates.

Before you invest in an ETF or send money, you should read the prospectus of the ETF carefully and consider the investment objectives, risks, charges, and expenses for the ETF. You can receive a prospectus for each ETF by sending a secure message on our online platform.

Particular ETFs may not be appropriate investments for all investors, and there may be other ETFs or investment options available through Axos Invest LLC that are more suitable.

A mutual fund is not FDIC-insured, may lose value, and is not guaranteed by a bank or other financial institution.

Performance quoted represents past performance, is no guarantee of future results, and may not provide an adequate basis for evaluating the performance of the product over varying market conditions or economic cycles. Current performance may be lower or higher than the performance data quoted. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

No-transaction-fee funds and other funds offered through Axos Invest have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.

Mutual funds, closed-end funds and exchange-traded funds are subject to market, exchange rate, political, credit, interest rate, and prepayment risks, which vary depending on the type of fund. International investments involve special risks, including currency fluctuations and political and economic instability. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Fund purchases may be subject to investment minimums, eligibility and other restrictions, as well as charges and expenses.

Research and planning tools are obtained by unaffiliated third-party sources deemed reliable by Axos Invest. However, Axos Invest does not guarantee their accuracy and completeness and makes no warranties with respect to results to be obtained from their use. The reports are for informational purposes only.

ETFs are subject to risk similar to those of their underlying securities, including, but not limited to, market, investment, sector, or industry risks, and those regarding short-selling and margin account maintenance. Some ETFs may involve international risk, currency risk, commodity risk, leverage risk, credit risk, and interest rate risk. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors.

Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, small-capitalization securities, and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).