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Mutual Fund Screener
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Screener Settings
Search for funds by selecting from the criteria below. Click on the "Find Funds" button to view the results.
Overview
Category:
Any
Any U.S. Stock Funds
Any Hybrid Funds
Any Int'l Stock Funds
Any Bond Funds
Bond - High Yield
Bond - Interm-Term
Bond - Long-Term
Bond - Multisector
Bond - Short-Term
Convertibles
Domestic Hybrid
Government - Intermediate
Government - Long
Government - Short
Int'l - Bond
Int'l - Divers. Emerging Mkts
Int'l - Diversified Pacific Stock
Int'l - Emerging Mkts Bond
Int'l - Europe Stock
Int'l - Foreign Stock
Int'l - Hybrid
Int'l - Japan Stock
Int'l - Latin America Stock
Int'l - Pacific ex-Japan Stock
Int'l - World Stock
Large Blend
Large Growth
Large Value
Mid-Cap Blend
Mid-Cap Growth
Mid-Cap Value
Muni - California Interm
Muni - California Long
Muni - National Interm
Muni - National Long
Muni - New York Interm
Muni - New York Long
Muni - Short
Muni - Single State Interm
Muni - Single State Long
Small Blend
Small Growth
Small Value
Specialty - Communications
Specialty - Financial
Specialty - Health
Specialty - Natural Resources
Specialty - Precious Metals
Specialty - Real Estate
Specialty - Technology
Specialty - Utilities
Ultrashort Bond
Fund Family:
Any
AIM
American Century
American Funds
AXP (American Express)
Dreyfus
Fidelity
Franklin
Janus
Kemper
Merrill Lynch
MFS
MSDW (Morgan Stanley)
Oppenheimer
Pimco
Putnam
Scudder
T. Rowe Price
Templeton
Vanguard
Van Kampen
Rank In Category:
(1 Yr Performance)
Any
Top 10%
Top 20%
Top 30%
Top 40%
Top 50%
----------
Bottom 50%
Bottom 40%
Bottom 30%
Bottom 20%
Bottom 10%
Manager Tenure:
Any
Longer than 1 year
Longer than 3 years
Longer than 5 years
Longer than 10 years
Ratings:
Morningstar Rating:
Any
5 Stars (Best)
4 Stars
3 Stars
2 Stars
1 Star (Worst)
Min
Any
5 Stars (Best)
4 Stars
3 Stars
2 Stars
1 Star (Worst)
Max
Return Rating:
Any
High
Above Avg
Average
Below Avg
Low
Min
Any
High
Above Avg
Average
Below Avg
Low
Max
Risk Rating:
Any
High
Above Avg
Average
Below Avg
Low
Min
Any
High
Above Avg
Average
Below Avg
Low
Max
Performance Returns:
YTD Return:
Any
Up more than 100%
Up more than 50%
Up more than 30%
Up more than 25%
Up more than 20%
Up more than 15%
Up more than 10%
Up more than 5%
Up more than 0%
----------
Down more than 0%
Down more than 10%
Down more than 25%
Down more than 50%
1 Yr Return:
Any
Up more than 100%
Up more than 50%
Up more than 30%
Up more than 25%
Up more than 20%
Up more than 15%
Up more than 10%
Up more than 5%
Up more than 0%
----------
Down more than 0%
Down more than 10%
Down more than 25%
Down more than 50%
3 Yr Return (Annualized):
Any
Up more than 100%
Up more than 50%
Up more than 30%
Up more than 25%
Up more than 20%
Up more than 15%
Up more than 10%
Up more than 5%
Up more than 0%
----------
Down more than 0%
Down more than 10%
Down more than 25%
Down more than 50%
5 Yr Return (Annualized):
Any
Up more than 100%
Up more than 50%
Up more than 30%
Up more than 25%
Up more than 20%
Up more than 15%
Up more than 10%
Up more than 5%
Up more than 0%
----------
Down more than 0%
Down more than 10%
Down more than 25%
Down more than 50%
Purchasing & Fees
Min. Initial Investment:
Any
No minimum
Less than $250
Less than $500
Less than $1,000
Less than $2,500
Less than $5,000
Less than $10,000
Front Load:
Any
No load
Less than 2%
Less than 4%
Less than 6%
Total Expense Ratio:
Any
Less than .3%
Less than .5%
Less than .7%
Less than 1%
Less than 2%
Holdings
Net Assets:
Any
$100 million
$250 million
$500 million
$1 billion
$5 billion
$10 billion
$20 billion
Min
Any
$100 million
$250 million
$500 million
$1 billion
$5 billion
$10 billion
$20 billion
Max
Turnover:
Any
5%
10%
20%
30%
40%
50%
100%
125%
150%
200%
500%
Min
Any
5%
10%
20%
30%
40%
50%
100%
125%
150%
200%
500%
Max
Median Mkt Cap:
Any
$100 million
$250 million
$500 million
$1 billion
$5 billion
$10 billion
Min
Any
$100 million
$250 million
$500 million
$1 billion
$5 billion
$10 billion
Max
Results Display Setting
Display info for:
All Available
Actively Screened
Overview
Holdings
Ratings
Purchasing & Fees
Performance
Data
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