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Free Online Mutual Fund Screeners

Free Online Mutual Fund Screeners. John Tufts President, Western Slope Chapter. Disclaimer.

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Free Online Mutual Fund Screeners

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  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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