Bringing you live news and features since 2006 

E*TRADE pre-built portfolios provide a selection of funds in a quick click


E*TRADE Financial Corporation has launched a new educational tool that allows self-directed investors to choose from three exchange-traded fund (ETF) or three mutual fund portfolios, based on the investor’s self-identified risk tolerance, time horizon, and preference for active or passive investing.

The three non-proprietary ETF or mutual fund bundles are categorised as either conservative, moderate, or aggressive, and consist of a selection of commission-free, low-expense-ratio ETFs or no-load, no-transaction-fee mutual funds. All feature jargon-free descriptions that highlight recognisable company names to make investing quick and easy to understand and each portfolios can be selected and purchased in a few easy clicks, with just a USD2,500 minimum for ETF portfolios and a USD1,000 minimum for mutual fund portfolios.
“Our industry has made great strides in offering education and resources to main street investors, but the reality is it can still be very daunting to invest in the markets,” says Rich Messina, SVP of Investment Product at E*TRADE Financial. “With this offering, we aim to eliminate confusion, eradicate roadblocks, and empower our customers to take control of their finances through an easy and intuitive digital experience delivered in plain English.”

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by