If you're ready to sell (exchange from) a mutual fund, you'll also need to pick a fund to buy (exchange into). If you've selected the mutual fund you want to sell (exchange from), then it's time to choose the fund you want to buy (exchange into). You can choose a fund you already own or select a new fund.
If you're buying a mutual fund you don't currently own in this exchange, the 'Exchange from' must meet the initial minimum investment amount.
Once you've selected the 'Exchange into' fund, click Next and verify the order details. If you're buying a new fund, you'll need to read the fund's prospectus and choose if you want to reinvest cash dividends and capital gains distributions or have them paid out in cash.