Disclosures

Last updated: March 27, 2026

Investment Disclaimer

The information provided on CompareMutualFunds.com is for educational and informational purposes only. It does not constitute investment advice, financial advice, trading advice, or any other sort of advice. You should not treat any of the website's content as such.

No Professional Relationship

CompareMutualFunds.com does not recommend that any particular investment, security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. The content on this website is provided without consideration of the investment objectives, risk tolerance, or financial circumstances of any particular user.

Past Performance Disclaimer

Past performance is not indicative of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk, including the possible loss of principal.

Data Accuracy

While we strive to provide accurate and up-to-date information, CompareMutualFunds.com makes no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information, products, services, or related graphics contained on the website.

Third-Party Links

Our website may contain links to third-party websites or services that are not owned or controlled by CompareMutualFunds.com. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

Professional Advice Recommended

Before making any investment decisions, we strongly recommend that you consult with qualified financial, legal, and tax advisors who can provide personalized advice based on your individual circumstances.

Regulatory Information

CompareMutualFunds.com is not a registered investment advisor, broker-dealer, or financial planner. We do not provide personalized investment recommendations or manage assets on behalf of users.

Scoring Methodology

Our fund scoring algorithm uses a weighted combination of expense ratios, historical returns, and volatility metrics. Default weights are: Expense Ratio (40%), Returns (40%), and Risk (20%). Users may adjust these weights based on their preferences. The scores are relative rankings and should not be the sole basis for investment decisions.

No Guarantees

We make no guarantees regarding the performance of any mutual fund or investment strategy. Investment returns can be volatile and may result in losses. You are solely responsible for your investment decisions.

Affiliate Disclosure

CompareMutualFunds.com participates in affiliate programs with financial services companies. Some links on this site are affiliate links — if you open an account or complete a qualifying action through one of these links, we may earn a commission at no additional cost to you.

Affiliate relationships do not influence our fund data, rankings, analysis, or editorial content. All fund metrics are sourced independently and presented objectively. We only link to services we believe are relevant and useful to our users.

Affiliate links are identified with a disclosure note near the link. Pages containing affiliate links include the notice: "Some links on this page are affiliate links. If you open an account through a link on this site, we may earn a commission at no additional cost to you."

Contact Information

If you have questions about these disclosures, please contact us through the information provided in our footer.