offers you a fast, easy way to review fund performance rankings and receive up-to-date fund fact sheets for top-performing funds that offer an at-a-glance summary of the fund information you want.

RoboWholesaler is a one-of-a-kind, breakthrough platform for tracking Class A, Class I or Class N fund shares, excluding sales charges and/or other fees/expenses excluding sales charges by investing category, sector and annualized returns. We rigorously research third-party performance data to objectively select all funds ranked and featured on the site. With just a few simple clicks, you get the convenience of quickly accessing fact sheets for the funds you select.



Discover the Advantages of RoboWholesaler

  • Robust, user-friendly, leading mutual fund screening tool that allows you to research and review leading funds by category, targeted sectors and up-to-date one-, three-, five- and 10-year performance ratings.
  • Funds selected quarterly based on fund performance. Profiles include instant-access, downloadable fund fact sheets.
  • No fee, user IDs, or login credentials required.
  • Ability to connect with top-ranked mutual fund wholesalers based on your preferred method of contact.
  • Access to high-impact marketing solutions to help you grow your practice.

Let RoboWholesaler start working for you and experience the one-stop way to get the top-ranking mutual fund information you want.

I verify that I am a registered Financial Advisor serving clients, not an individual investor and have read and agree to the Terms of Use and Privacy Policy.