NTF funds offered by Mercer Securities

Mercer Securities offers investment options from a wide range of fund families, including those that offer no-transaction-fee (NTF*) funds.

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Fund family
View: All fund families | No transaction-fee-fund families NTF Funds
Adelante Funds NTF fund
AIM FUNDS NTF fund
Alger Funds NTF fund
Allianz Funds NTF fund
Alpha/Beta Funds NTF fund
American Beacon Funds NTF fund
American Century Funds NTF fund
American Funds NTF fund
Ameristock Funds NTF fund
AMIDEX Funds NTF fund
Aston Funds NTF fund
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Baron Funds NTF fund
BB&T Funds NTF fund
BNY Hamilton Funds NTF fund
Brazos Funds NTF fund
Buffalo Funds NTF fund
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Century Funds NTF fund
Chase Funds NTF fund
Citizens Funds NTF fund
Clipper Funds NTF fund
Cohen & Steers Funds NTF fund
Credit Suisse Warburg Pinc NTF fund
CRM Funds NTF fund
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Direxion Funds NTF fund
Domini Social Funds NTF fund
Dreyfus Funds NTF fund
DWS Funds NTF fund
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Epoch Funds NTF fund
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FAM Funds NTF fund
FBR Funds NTF fund
Federated Funds NTF fund
Fiduciary Family of Funds NTF fund
First Eagle Funds NTF fund
Forward Funds NTF fund
FPA Funds NTF fund
Fund*X Funds NTF fund
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Gabelli Funds NTF fund
Gateway Funds NTF fund
Guinness Atkinson Funds NTF fund
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Harbor Funds NTF fund
Hennessy Funds NTF fund
Hodges Fund NTF fund
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Icon Funds NTF fund
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Jacob Internet Fund NTF fund
Japan Fund NTF fund
Jensen Portfolio NTF fund
JP Morgan Funds NTF fund
Julius Baer Funds NTF fund
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Lazard Funds NTF fund
Legg Mason/Western Asset NTF fund
Loomis Sayles Funds NTF fund
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MainStay Funds NTF fund
Manning & Napier Funds NTF fund
Marketocracy Funds NTF fund
Marshall Funds NTF fund
Marsico Funds NTF fund
Matthews Funds NTF fund
Merger Fund NTF fund
Mosaic Funds NTF fund
Muhlenkamp Fund NTF fund
Mutuals.com Funds NTF fund
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Navellier Funds NTF fund
Needham Funds NTF fund
Northern Funds NTF fund
Nuveen Funds NTF fund
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Oak Value Funds NTF fund
Oakmark Funds NTF fund
Old Mutual Funds NTF fund
Oppenheimer Funds NTF fund
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Paradigm Funds NTF fund
Parnassus Funds NTF fund
Pax World Funds NTF fund
Permanent Funds NTF fund
Perritt Funds NTF fund
Plumb Funds NTF fund
PMC Funds NTF fund
Prudent Funds NTF fund
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Rainier Funds NTF fund
Rockland Funds NTF fund
Royce Funds NTF fund
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SSgA Funds NTF fund
Summit Funds NTF fund
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Tamarack Funds NTF fund
TCW Galileo Funds NTF fund
Third Avenue Funds NTF fund
Touchstone Funds NTF fund
Transamerica Funds NTF fund
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U.S. Global Investors NTF fund
USAA Funds NTF fund
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Value Line Funds NTF fund
Van Eck Funds NTF fund
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Wall Street Fund NTF fund
Wasatch Funds NTF fund
Westcore Funds NTF fund
Wilshire Target Funds NTF fund
World Funds NTF fund
Wright Funds NTF fund
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Yacktman Funds NTF fund
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NTF fund *Fund family that offers NTF funds. Trades involving these funds are subject to certain requirements. Mercer Securities may receive administrative fees from the NTF funds for the provision of recordkeeping and administrative services. Funds redeemed or exchanged within six months of the purchase date or deposit date in the NTF program will incur a fee of $50. This fee is in addition to any redemption fee that a particular fund may charge.


Before investing, consider the investment options’ or funds’ investment objectives, risks, charges and expenses. Please call 1-800-685-6474 or visit your plan’s website for an offering statement or for a fund prospectus and, if available, a summary prospectus containing this and other information. Read it carefully.

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Mercer Wealth Solutions is a trademark of Marsh & McLennan Companies.

Mercer Securities brokerage transactions are cleared through Pershing LLC, Member of FINRA, NYSE, and SIPC.

Mercer Securities Retirement Specialists are Registered Representatives of Mercer Securities.

Mercer HR Services and Mercer Securities, a division of MMC Securities Corp., are affiliates of and owned by Marsh & McLennan Companies, and are not affiliated with Pershing LLC.

Mercer Securities
A division of MMC Securities Corp., Member FINRA/SIPC.