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Free Online Mutual Fund Screeners

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Free Online Mutual Fund Screeners John Tufts President, Western Slope Chapter – PowerPoint PPT presentation

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Title: Free Online Mutual Fund Screeners


1
Free Online Mutual Fund Screeners
John Tufts President, Western Slope Chapter
2
Disclaimer
  • The information in this presentation is for
    educational purposes only and is not intended to
    be a recommendation to purchase or sell any of
    the stocks, mutual funds, or other securities
    that may be referenced.

3
What Makes a Good Screen
  • Easy to use and understand.
  • Robust database.
  • Reliable, relative, current information.
  • Preset screens.
  • Range of values.

4
Free Popular Websites
  • Yahoo!Finance
  • MSN Money
  • Morningstar

5
Subscription Websites
  • Premium Morningstar
  • BI Online Tools

6
www.finance.yahoo.com
7
YahooFinance
  • Fund Screener

8
Yahoo Basic Screener
  • Preset Screens

9
Top International Equity Funds
  • 1356 Funds
  • GTDIX

10
AIM Developing Markets
11
www.moneycentral.msn.com
  • Home Page
  • Fund Research

12
www.moneycentral.msn.com
  • Fund Research Page
  • Top Performers
  • Fund Screener
  • Fund Power Searches

13
Money Central
  • Top Performing Funds
  • Fund Categories
  • Mid-Cap Blend

14
Money Central
  • Top 10 Performing Mid Cap Blend Funds Last 3
    Months.
  • Top 10 Performing Mid Cap Blend Funds Last 3
    Years.

15
Money Central
  • Fund Power Searches
  • Basic Search
  • Deluxe Search
  • Small Domestic Stock Fund

16
Money Central
  • Small Domestic Stock Fund
  • 25 Funds with Highest 1 Year Total Return
  • MSF New Discovery I

17
Money Central
  • MSF New Discovery I

18
www.morningstar.com
  • Tools Tab
  • Basic Screener

19
Morning Star
  • Basic Screener
  • Preset Screens

20
Morningstar
  • Preset Screens

21
Morningstar
  • Screen Category
  • Results

22
Small Growth Funds
  • 25 of 92 Funds
  • Score Results
  • Fidelity Small Cap Growth

23
Small Growth Funds
  • Fidelity Small Cap Growth

24
Premium Morningstar Home Page
  • Fund Screener

25
Custom Fund Screener
  • Preset Screens

26
Preset Screens
  • Select Screen

27
Preset Screens
  • Portfolio Anchors

28
Preset Screens
  • Edit Screen Criteria

29
Preset Screens
  • Edit Screen Criteria

30
Preset Screens
  • Edit Screen Criteria

31
Preset Screens
  • New Screen Criteria

32
Preset Screens
  • New Screen Criteria

33
BI Website
  • Mutual Fund Tools
  • Launch

34
BI Online Mutual Fund Tools
  • Mutual Fund Screening Tool
  • Go

35
BI Mutual Fund Screening Tool
  • Click Drop Down Box
  • Sales
  • EPS

36
BI Mutual Fund Screening Tool
  • 3 Year Return
  • 5 Year Return
  • 10 Year Return

37
BI Mutual Fund Screening Tool
  • Expense Ratio
  • Load Fee

38
BI Mutual Fund Screening Tool
  • Criteria Selected
  • Funds Found - 75
  • Fund
  • 5Yr Return

39
BI Mutual Fund Screening Tool
  • Selected Fund

40
BI The Fund Checklist
41
  • Questions?
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