No. of Recommendations: 0
I’ve got some cash at AmeriTrade. So I was looking for a means to put it to work. One thing led to another, and I started poking around in the mutual funds, specifically the bond funds, to see what the action was. Some of the YTD returns were high, mid-20%, even for some of the munis funds. Intrigued, I decided to dig a bit further. But rather than look at the 11,000 funds AmeriTrade offers, or however many there, I required that the fund be NTF with a $1k minimum purchase (or less). Those parameters cut the list down considerably. But a lot of names were still coming up as I randomly clicked on bond categories. So I whacked the min purchase down to $250 (or less) and broadened the search to include all fund categories. Below is the list of names I found.

Typically, just a few fund families are trying to cater to investors looking for finds with low minimum purchases, but they include some good shops, such as PIMCO. Also, the downside of low-min purchases seems to be high expense-ratios and abusive 12b-1 fees. But no investment is perfect, right? And a zero-dollar entry would mean that a program of averaging into a position would become feasible. I made no effort to record performance numbers which don’t interest me as much possible as forward prospects for an asset class. Do with the list what you want.


Ticker Min Exp. 12b-1 Category
FLDFX $0 2.32 0.45 Conservative Allocation
LEMIX $100 1.80 0.25 Diversified Emerging Markets
SWFFX $100 0.94 0.00 Financial
ANIRX $0 1.72 0.50 Foreign Large Blend
PXINX $250 1.41 0.25 Foreign Large Blend
SNTKX $200 1.11 0.25 Foreign Large Blend
ANGRX $0 1.82 0.50 Foreign Large Growth
SWOIX $100 1.59 0.00 Foreign Large Growth
NBITX $0 1.38 0.00 Foreign Small/Mid Growth
LIDIX $100 1.65 0.25 Foreign Small/Mid Value
SWHFX $100 0.82 0.00 Health
ATIPX $0 1.08 0.15 High Yield Bond
PAXHX $250 1.01 0.25 High Yield Bond
PHYRX $0 1.15 0.50 High Yield Bond
PRRRX $0 1.15 0.50 Inflation-Protected Bond
PTRRX $0 1.15 0.50 Intermediate-Term Bond
CNJFX $200 3.35 0.25 Japan Stock
AXLVX $100 1.14 0.25 Large Blend
FLFGX $0 2.38 0.45 Large Blend
NBFCX $0 1.12 0.10 Large Blend
NBGTX $0 1.07 0.10 Large Blend
NBPTX $0 1.00 0.10 Large Blend
NBSTX $0 1.09 0.10 Large Blend
PSPRX $0 1.15 0.50 Large Blend
SEEKX $200 0.93 0.25 Large Blend
SWANX $100 0.75 0.00 Large Blend
AMAGX $250 1.31 0.25 Large Growth
IMANX $250 1.80 0.00 Large Growth
LGILX $100 0.78 0.00 Large Growth
PCARX $0 1.34 0.50 Large Growth
PLCRX $0 1.36 0.50 Large Growth
PPGRX $0 1.41 0.50 Large Growth
PXWEX $250 1.25 0.25 Large Growth
PXWGX $250 1.45 0.25 Large Growth
AMANX $250 1.33 0.25 Large Value
ANLRX $0 1.34 0.50 Large Value
VFCKX $250 1.67 0.50 Large Value
SEAKX $200 0.98 0.25 Long-Term Bond
NBREX $0 1.25 0.10 Mid-Cap Blend
HDPMX $250 1.37 0.25 Mid-Cap Growth
NBMTX $0 1.27 0.00 Mid-Cap Growth
PMCRX $0 1.34 0.50 Mid-Cap Growth
PRMRX $0 1.39 0.50 Mid-Cap Growth
PRNRX $0 1.51 0.50 Mid-Cap Value
AGARX $0 1.57 0.50 Moderate Allocation
PAXWX $250 0.95 0.25 Moderate Allocation
SWOBX $100 0.48 0.00 Moderate Allocation
LBFAX $0 1.20 0.25 Multisector Bond
PONRX $0 1.15 0.50 Multisector Bond
CHKIX $0 0.98 0.15 MuniSingle State Interm
NITIX $0 0.10 0.15 MuniSingle State Interm
CNZLX $200 2.74 0.25 Pacific/Asia ex-Japan Stk
CNREX $200 2.61 0.25 Real Estate
PLDRX $0 1.10 0.50 Short-Term Bond
TDSTX $0 0.82 0.00 Short-Term Bond
NBGEX $0 1.11 0.00 Small Blend
RDIVX $100 0.95 0.00 Small Blend
TRDFX $200 1.07 0.25 Small Blend
NBMOX $0 1.40 0.10 Small Growth
PXSCX $250 1.25 0.25 Small Growth
SWOSX $100 1.46 0.00 Small Growth
ASRRX $0 1.43 0.50 Target Date 2000-2010
PTNRX $0 1.74 0.50 Target Date 2011-2015
AZGRX $0 1.47 0.50 Target Date 2000-2011
AGLRX $0 1.51 0.50 Target Date 2016-2020
PTYRX $0 1.63 0.50 Target Date 2016-2021
ABLRX $0 1.62 0.50 Target Date 2026-2030
PEHRX $0 1.69 0.50 Target Date 2026-2030
AVSRX $0 1.63 0.50 Target Date 2036-2040
POFRX $0 1.78 0.50 Target Date 2036-2040
ASNRX $0 1.64 0.50 Target Date 2050+
PFYRX $0 1.82 0.50 Target Date 2050+
PTSRX $0 1.05 0.50 Ultrshort Bond
PGMRX $0 1.67 0.50 World Allocation
PFRRX $0 1.20 0.50 World Bond
PSBRX $0 1.35 0.50 World Bond
CNGLX $200 2.48 0.25 World Stock
NGBRX $0 1.71 0.50 World Stock
PGRNX $250 1.40 0.25 World Stock
SGIDX $200 1.07 0.25 World Stock
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