Mutual Funds

The broad array of families of funds offered through GWN Securities are designed to meet a variety of investment needs, including growth, capital appreciation, and tax-free income.


In a mutual fund, investors pool their money to achieve a common objective, with a professional money manager buying and selling securities for the fund. Mutual funds allow you to buy hundreds of different stocks, bonds, and money market instruments under one umbrella investment*. Over the past two decades, mutual funds have emerged as one of today's most popular investments.

Among the many benefits of mutual funds are the opportunities to reduce risk through diversification, increased liquidity, and, in many cases, a degree of flexibility associated with the ability to switch investments within a fund family. Mutual fund costs come in two main categories: sales charges** (known as "loads") and operating expenses. Funds that do not impose a sales charge are known as no-load, but like load mutual funds, they do have operating costs that are deducted from earnings.

The broad array of families of funds offered through GWN Securities are designed to meet a variety of investment needs, including growth, capital appreciation, and tax-free income.

Of course, mutual fund shares do fluctuate with market conditions and when redeemed, may be worth more or less than your original investment as well as carry various degrees of risks depending on the individual fund's objectives.

For more complete information and to carefully consider the securities offered, including risks, charges, expenses and fees, please request a prospectus from your GWN Registered Representative. Please read it carefully before you invest or send money.

Fund Families

    • 1st Investors Funds
    • 361 Capital
    • 3D Funds
    • 3D Newfound Funds
    • AAM Funds
    • Aberdeen
    • Aberdeen Investment Funds
    • Abn Amro
    • Absolute
    • Acadian Funds
    • Active Funds
    • Adams Harkness Small Cap Growth Fund
    • Adirondack Funds
    • Advance Capital
    • Advantus Funds
    • AdvisorOne
    • Advisory Research
    • Aegis
    • AIG Valic
    • AIT Funds
    • Akre Focus Fund
    • Al Frank Funds
    • Alerus Funds
    • Alger
    • Alliance
    • Allianz
    • Allianz Inst
    • Almanack Funds
    • Alpha Capital
    • AlphaMark
    • AlphaOne Funds
    • Alpine Management Funds
    • Altegris Funds
    • Amana Funds Trust
    • American
    • American Beacon Funds
    • American Century
    • American Growth Fund
    • American Independence Funds
    • American Trust Allegiance Funds
    • AMG Funds
    • AMI Funds
    • AMIDEX Funds
    • AMP Funds
    • AmSouth Funds
    • Ancora Funds
    • Angel Oaks
    • API Funds
    • Appleseed Fund
    • Appleton Group
    • AQR Funds
    • Aquila Funds
    • Arbitrage Funds
    • Archer Balanced Fund
    • Ariel Funds
    • Arrow Funds
    • Artisan Funds
    • Ashmore Funds
    • Aspen
    • Asset Management
    • AST Collective Funds
    • Aston Funds
    • Astor Funds
    • ATAC Funds
    • Atlantic Trust Funds
    • Auxier Focus Fund
    • Ave Maria Funds
    • Avenue Capital Funds
    • Azzad Funds
    • Baird Funds
    • Bandon Capital Management
    • Bank of America
    • Baron Funds
    • BBH Funds
    • Beck, Mack & Oliver
    • Becker Funds
    • Benefit Meritage Funds
    • Berkshire Funds
    • Berwyn Funds
    • Bishop Street Funds
    • Black Rock Liquidity Funds
    • Blackrock CTF
    • BlackRock Funds
    • Bogle Funds
    • Boston Advisors
    • Boston Common
    • BPV Funds
    • Brandes Investment Trust
    • Brandywine
    • Braver
    • Bridgehampton
    • Bridges Investment Fund
    • Bridgeway Funds
    • Broadmark
    • Broadview Funds
    • Brookfield Investment Funds
    • Brown Capital Management Funds
    • Brown Investment Advisor
    • BTS Funds
    • Buffalo Funds
    • Bull Moose Fund
    • Burnham Funds
    • Calamos
    • Caldwell & Orkin
    • Calvert
    • Cambiar Funds
    • Capital Advisors
    • Carne Funds
    • Castle Investment Management
    • Catalyst Funds
    • Causeway Capital Funds
    • Cavanal Hill Funds
    • CCA Funds
    • Cedar Ridge Funds
    • Centaur Mutual Funds
    • Center Coast
    • Centre Funds
    • Century Funds
    • Champlain Funds
    • Chase Funds
    • Chesapeake Funds
    • Church Capital
    • Clarion Funds
    • Cloud Funds
    • CM Advisers
    • CMFG Life Insurance Co
    • CMG Funds
    • CNI Charter Funds
    • Cohen & Steers
    • Collins Alternative Funds
    • Columbia Funds
    • Columbia Funds Collective
    • Comerica Funds
    • Commerce Funds
    • Commonwealth Funds
    • Conestoga Funds
    • Congress Funds
    • Congressional Effect
    • Consulting Group Funds
    • Contravisory
    • Convergence Funds
    • Copeland Funds
    • CORE Fund
    • Corner Cap Funds
    • Cortina Funds
    • Cove Street
    • CRA Fund (Community Reinvestment Act)
    • Crawford Dividend Growth
    • Credit Suisse WP
    • CRM Funds
    • Croft Funds
    • CS McKee Collective Funds
    • Cullen Funds
    • Cutwater
    • Dana Funds
    • Davenport Funds
    • Davidson Multi Cap Fund
    • Davis
    • Dean Funds
    • Delaware
    • Della Parola Funds
    • Destra Funds
    • Deutsche Funds
    • DF Dent Premier Growth Fund
    • DFA Funds
    • DGHM All Cap Value Fund
    • Diamond Hill Funds
    • Direxion Funds
    • Dodge & Cox
    • Domini Funds
    • Double Line
    • Dreman Contrarian Funds
    • Dreyfus Funds
    • Driehaus Funds
    • DSM Funds
    • Dunham Funds
    • DuPont
    • Dupree Funds
    • Eagle Family of Funds
    • Eaton Vance
    • Edgar Lomax Value
    • Edgewood Management LLC
    • Emerald Funds
    • Empiric Funds
    • Enterprise Funds
    • Epiphany Core Equity Fund
    • Equity Investments
    • Estabrook
    • ETF Model Solutions
    • European Investors
    • Even Keel Funds
    • Evermore Funds
    • Excelsior Funds
    • Fairholme Funds
    • FAM
    • Famco
    • FBP Funds
    • Federated
    • Federated Money Market
    • Fidelity
    • Fidelity Advisor
    • First American
    • First Eagle SoGen
    • First State Collective Funds
    • First Trust Portfolios
    • Firsthand Funds
    • Fiserv Collective Funds
    • Flint Hills Funds
    • FMC
    • FMI (Fiduciary Funds)
    • Forester Funds
    • Forward Funds
    • Fountainhead Special Value Fund
    • FPA
    • Frank Funds
    • Franklin Templeton
    • Frontegra Funds
    • Frost Funds
    • Fundx Aggressive Upgrader Fund
    • Fundx Upgrader Funds
    • Gabelli Funds
    • Galliard Funds
    • Gartmore Stable Value CTC - Omnibus
    • Gavekal Funds
    • GE Funds
    • Geneva Funds
    • Gingko Funds
    • Glenmede
    • Global View Funds
    • GMO Funds
    • Golden Funds
    • Goldman Sachs
    • Goldman Sachs Institutional
    • Good Harbor Funds
    • Goodhaven
    • Government Street
    • Grandeur Peak
    • Grant Park Managed Futures
    • Great Lakes
    • Green Century Funds
    • Greenspring
    • GRT Funds
    • Guggenheim Investments
    • Guiness Atkinson
    • Hamlin Funds
    • Hancock Horizon Funds
    • Hand Benefit & Trust
    • Harbor Funds
    • Harding Loevner Funds
    • Hartford
    • Hatteras Alpha Hedge Strategies Funds
    • Haverford Investment Management
    • Heartland Funds
    • Henderson Global
    • Hennessy Funds
    • Henssler Fund
    • Highland Funds
    • Highmark
    • Hillman
    • Hirtle Callaghan Funds
    • HNP Capital
    • Hodges Funds
    • Holland Funds
    • Homestead
    • Hotchkis & Wiley
    • Howard Capital
    • HSBC Funds
    • Huber Funds
    • Hundredfold
    • Huntington Funds
    • Huntington National Bank CIF
    • Hussman Funds
    • IBEW-NECA Fund
    • ICM
    • ICON Funds
    • IIQ Fund
    • IMS Funds
    • Innealta Funds
    • Innovator Funds
    • Integrity Viking Funds
    • Intrepid Capital Funds
    • Invesco
    • Iron Funds
    • IronBridge Funds
    • Ironclad Funds
    • ISI Funds
    • IVA Funds
    • Ivy
    • Jacob Internet Fund
    • JAForlines Global Investment Management
    • JamesAdvantage Funds
    • Jamestown Funds
    • Janus
    • Japan Fund
    • Jensen
    • JOHCM Funds
    • John Hancock
    • Johnson Funds
    • Jordan Opportunity Fund
    • JP Morgan
    • Kalmar Funds
    • KCM Funds
    • Keeley Funds
    • KEYBANK
    • Kinetic Funds
    • Kir Marbach Funds
    • Kopernick Funds
    • Ladenburg Thalmann
    • Larkin Point
    • Lateef Fund
    • Laudus Rosenberg
    • Lazard Funds
    • Leaders Capital Funds
    • Legg Mason
    • Legg Mason Liquidity
    • Leuthold Fund
    • Liberty Street Horizon Fund
    • Linde Hansen
    • Linder Funds
    • Listed Private Equity Funds
    • Litman Gregory Master Select Funds
    • LKCM Luther King Capital Mgt
    • LMK Funds
    • Locorr
    • Loeb King Funds
    • Logan Capital Management
    • Longboard Funds
    • Longleaf Funds
    • Loomis Sayles Family of Funds
    • Lord Abbett
    • LS Funds
    • LSV Fund
    • LTWA Funds
    • Lunt Capital Management
    • Lyrical Funds
    • Madison Funds
    • Maingate MLP
    • Mainstay-Eclipse
    • Mairs & Powers
    • Manning and Napier
    • Marketocracy Funds
    • Marshall Funds
    • Marsico Funds
    • MassMutual
    • Matrix Asset Advisors Fund
    • Matson Money Funds
    • Matthews 25 Fund
    • Matthews Funds
    • McKee Fund
    • McKinley Funds
    • Meeder Funds
    • Mellon Funds
    • Merger Funds
    • Meridian Funds
    • Meritage Funds
    • Merk Hard Currency Fund
    • Merrill Lynch
    • Merrill Lynch RCMA
    • Method Enterprises
    • MetLife
    • Metropolitan West
    • MFS
    • Midas Funds
    • Miller Investments
    • Mirae Asset Global Investments
    • Monetta Funds
    • MonteagleFunds
    • Morgan Dempsey
    • Morgan Stanley Funds
    • Morley Financial Services
    • Motley Fool Funds
    • Muhlenkamp Funds
    • Multi Strategy Growth and Income
    • Munder Funds
    • Mutual Hedge
    • Mutual of Omaha GICs
    • Nationwide
    • Natixis Funds
    • Needham Funds
    • Neiman Funds
    • Neuberger Berman
    • New Alternatives
    • New Century Portfolios
    • New Path Funds
    • New York State Opportunity Fund
    • Nicholas Funds
    • Nile Funds
    • Northcoast Asset Management
    • Northeast Funds
    • Northern Funds
    • Northern Lights
    • NorthPointe Funds
    • Nuance Funds
    • Nuveen
    • NY Life - NSCC Stable Value
    • O'Shaughnessy
    • Oak Associates
    • Oakmark Funds
    • Oberweiss Funds
    • Old Westbury
    • Olstein Funds
    • On Track
    • OneAmerica Stable Value
    • Oppenheimer
    • Optimal Capital Advisors
    • Orbitex Funds
    • Orinda Funds
    • Pacific Capital
    • Pacific Financial Funds
    • Pacific Life Funds
    • Palmer Square Funds
    • Paradigm Funds
    • Parnassus Funds
    • PAX World
    • Payden & Rygel
    • Payson Funds
    • Pear Tree Funds
    • Pennsylvania Avenue Fund
    • Performance Trust
    • Perimeter Funds
    • Permanent Portfolio Funds
    • Perritt Funds
    • PIA
    • PIMCO Funds
    • PIMCO Institutional Funds
    • Pioneer
    • Plumb Funds
    • PMC Retirefocus
    • PNC Funds
    • Polaris Global Value Fund
    • Polen Capital
    • Poplar Funds
    • POPULAR
    • Portfolio 21 Funds
    • Portfolio Strategies
    • Power Income Funds
    • Praxis
    • Primary Trend Fund
    • PrimeCap Odyssey
    • Princeton Funds
    • Principal
    • Principal Life Insurance Company
    • Private Capital Management
    • Probabilities Funds
    • Professionally Managed Portfolios
    • Profit Funds
    • ProFunds
    • Prospector Funds
    • Prudential
    • Prudential GIF NSCC
    • PTA Funds
    • Purisima Funds
    • Putnam
    • Putnam Stable Value
    • Quaker Funds
    • Quantified Funds
    • Queens Road Funds
    • Rainier Investment Management Funds
    • RBC Funds Trust
    • Realty Capital
    • Reich & Tang Funds
    • Reliance Trust CTF
    • RENAISSANCE FUNDS
    • Reynolds
    • Rice Hall James Funds (RHJ)
    • RidgeWorth Funds
    • River Park Funds
    • RiverNorth Funds
    • Riversource Funds
    • Robeco Investment Funds
    • Rochdale Funds
    • Roxbury Funds
    • Royce Funds
    • RPM Advisors
    • RS Investments
    • Russell Investment Company
    • SA Funds
    • Salient Funds
    • Samson Funds
    • Sands Capital Management
    • Sanford C. Bernstein
    • Saratoga Funds
    • Saturna Investment Trust
    • Schneider Funds
    • Schooner Funds
    • Schroder Funds
    • Schwab
    • Schwab CIT
    • Scotia Institutional Funds
    • Scout Funds
    • Segall Bryant & Hamill Funds
    • SEI Funds
    • Sentinel
    • Shelton Funds
    • Sierra Core Funds
    • SIT Funds
    • Smead Capital Management
    • Snow Capital
    • Sound Mind Fund
    • Sound Shore Funds
    • Sparrow Funds
    • SSGA Funds
    • SSGA Global
    • Stadion Funds
    • Standard Insurance
    • State Street Master Funds
    • Sterling Capital Funds
    • Steward Funds
    • Stewart Capital Funds
    • Stock - ETF
    • Stone Harbor Investment Funds
    • Stone Ridge
    • Stonebridge Funds
    • Stralem Funds
    • Stratton Funds
    • SunAmerica
    • Swan Funds
    • Symetra
    • Symons Value Institutional Fund
    • T Rowe Price
    • Tanaka Funds
    • TCM Small Cap Fund
    • TCW Funds
    • TD Asset Management
    • TFS
    • The Bancorp Bank Master Demand Account
    • The Investment House Funds
    • Third Avenue
    • Thomas Weisel
    • Thomas White International
    • Thompson IM Funds
    • Thornburg Funds
    • TIAA Cref
    • Tiedemann
    • Timothy Plan Funds
    • Tocqueville
    • Toews Funds
    • Toreador Large Cap Fund
    • Torray Funds
    • Tortoise Funds
    • Touchstone Funds
    • Towle Funds
    • TransAmerica-Idex
    • Transparent Value Funds
    • Tributary Capital
    • Turner Funds
    • Tweedy Browne
    • UBS
    • UBS - PACE
    • Unusual Funds
    • US Global
    • USAA Advisor Funds
    • USAMutuals
    • Valley Forge Funds
    • Value Line
    • Van Eck Funds
    • Vanguard
    • Victory Funds
    • VILLERE FUNDS
    • Virtus Funds
    • Voya Investment Mgmt
    • Vulcan
    • Waddell & Reed Funds
    • Walden Funds Boston Trust Investment Mgm
    • Wall Street Fund
    • Walthausen Funds
    • Wasatch Funds
    • WBI Funds
    • WCM Funds
    • Weitz Funds
    • Wellington Funds
    • Wells Fargo Advantage Funds
    • Wentworth, Hauser & Violich
    • Westcore Funds
    • Westfield Capital Management
    • Westport Funds
    • WH Reaves
    • WHG Funds
    • Whitebox Funds
    • William Blair
    • Wilmington Collective Funds
    • Wilmington Funds
    • Wilshire Funds
    • Wintergreen Funds
    • World Funds
    • World Funds Trust
    • WorldCommodity Fund
    • Wright Funds
    • YCG Funds
    • Zacks Investment Management
    • Ziegler Lotsoff

Please contact GWN Securities for more information via the Contact Us page.


*An investment in the money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, and further advises investors that although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

Government bonds are guaranteed by the US government and, if held to maturity, offer a fixed rate of return and a fixed principal value. This guarantee only applies to the timely payment of principal and interest and does not pertain to the portfolio, or variable annuity holding such securities.

**Before investing in mutual funds, it is important that you understand the sales charges, expenses and management fees that will be charged, as well as the possibility of breakpoint discounts. Most mutual funds offer different share classes. Although each share class represents a similar interest in the mutual fund's portfolio, the mutual fund will charge different fees and expenses depending upon the choice of share class.

All share classes may not be available for all funds.

Product availability changes from time to time. Contact us directly if you have questions about specific products.

Mutual Funds are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus contains this and other information about the mutual fund. The prospectus can be obtained by contacting a financial advisor. Please read the prospectus carefully before investing.