PLEASE READ THE IMPORTANT DISCLOSURES BELOW.
The fund's prospectus contains its investment objectives, risks, charges, expenses and other important information and should be read and considered carefully before investing. For a current prospectus, visit
www.etrade.com/mutualfunds or visit the Exchange-Traded Funds Center at
www.etrade.com/etf.
E*TRADE credits and offers may be subject to U.S. withholding taxes and reporting at retail value. Taxes related to these credits and offers are the customer's responsibility.
- This offer applies only to new E*TRADE accounts opened with a minimum $10,000 deposit from an external bank or brokerage account.
You will receive up to 500 free trade commissions for each stock or options trade executed within 60 days of the deposited funds being made available for investment in the new account (excluding options contract fees). You will pay $9.99 for your first 149 stock or options trades and $7.99 thereafter up to 500 stock or options trades (plus 75¢ per options contract). Your account will be credited for trades within a week. Account must be funded within 60 days of account open.
Credits for cash or securities will be made based on net deposits of new funds or securities from external accounts made within 45 days of account open, as follows: $250,000 or more will receive $500; $100,000-$249,999 will receive $250; $50,000-$99,999 will receive $100; $25,000-$49,999 will receive $50. Your account will be credited within one week of the close of the 45-day window.
You will not receive cash compensation for any unused free trade commissions. This offer is not valid for new IRAs, other retirement, business, trust, Corporate, Custodial, Estate, Investment Club, LLC, Partnership, Sole Proprietorship, Unincorporated Organization or E*TRADE Bank accounts. Excludes current E*TRADE Securities customers (except IRA accounts), E*TRADE Financial Corporation associates, and non-U.S. residents. New funds or securities must remain in the account (minus any trading losses) for a minimum of 6 months or the credit may be surrendered. One promotion per customer. E*TRADE Securities reserves the right to terminate this offer at any time. Accounts must be opened by December 31, 2013, the offer expiration date.
- Commissions for stock and options trades are $9.99 with a 75¢ fee per options contract. To qualify for $7.99 commissions for stock and options trades and a 75¢ fee per options contract, you must execute at least 150 stock or options trades per quarter.
- You can invest in the mutual funds available through E*TRADE Securities' no-load, no-transaction fee program without paying loads, transaction fees, or commissions. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no transaction fee funds that are held less than 90 days. Direxon, ProFunds and Rydex mutual funds, or funds held at least 90 days will not be subject to the Early Redemption Fee. All fees and expenses as described in the fund's prospectus still apply. Please read the fund's prospectus carefully before investing.
- Pricing applies to online secondary market trades. Includes Agency bonds, Corporate bonds, Municipal bonds, Brokered CDs, Pass-thrus, CMOs, and Asset Backed Securities. Other fees and commissions may apply to other fixed income trades. Click here for full details.
- Online & in–person education is being provided to you for educational purposes only. No information presented constitutes a recommendation by E*TRADE Financial or its affiliates to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy. The content neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy, sell, or hold any securities by E*TRADE Financial Corporation or its affiliates. Neither E*TRADE Financial Corporation nor its affiliates offer or provide any opinion regarding the nature, potential, value, suitability or profitability of any particular investment or investment strategy, and you are fully responsible for any investment decisions you make. Such decisions should be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance and liquidity needs. Neither E*TRADE Financial Corporation nor any of its affiliates is affiliated with the third party providing this content.
- Investment recommendations are provided by representatives from E*TRADE Securities LLC, a broker-dealer member of FINRA. Portfolio management services are provided by E*TRADE Capital Management, LLC, investment adviser registered with the SEC. To help determine which guidance option may be right for you, please visit etrade.com/guidance for additional information about account minimums, commissions, fees, etc.
For definition of terms, please click on the
Data Definitions link.
Quotes and other information supplied by independent providers identified on the E*TRADE vendor
disclosures page.
E*TRADE Securities ratings for Online Broker by SmartMoney Magazine, May 2012 Broker Survey, based on the following categories: Trading Tools (5 stars), Customer Service (4 stars), Banking Services (4 stars), Mutual Funds & Investment Products (4 stars), Research (5 stars), and Commissions and Fees (2 stars). SmartMoney is a registered trademark, a joint publishing venture between Dow Jones & Company, Inc. and HearstSM Partnership.
E*TRADE Securities ratings for Barron's annual ranking of the Best Online Brokers (March 12, 2012), based on Trade Experience and Technology, Usability, Mobile, Range of Offerings, Research Amenities, Portfolio Analysis & Reports, Customer Service & Education and Costs. E*TRADE overall ranked #10.
E*TRADE Securities ratings for Online Broker by Kiplinger's Personal Finance, November 2012 Online Broker Survey, based on the following categories: Investment Choices (5 stars), Customer Service (5 stars), User Experience(4.5 stars), Research and Tools (4 stars), Banking (3.5 stars), and Fees & Commissions (2.5 stars). © 2012 The Kiplinger Washington Editors. All rights reserved.
The E*TRADE Financial family of companies provides financial services including trading, investing, investment advisory services and related banking products and services to retail investors.
Securities products and services offered by E*TRADE Securities LLC, Member
FINRA/
SIPC
System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.
© 2013 E*TRADE Financial Corporation. All rights reserved.