CREATE CUSTOM SCREEN

Click the "Create Custom Screen" button to build a custom stock screen based on criteria you select.

PRE-DEFINED SCREENS

High Net Assets - Equity Funds
The following screen displays equity funds that have been top performers over multiple time periods and contain a large amount of total net assets.
High Net Assets - Fixed Income Funds
The following screen displays fixed income funds that have been top performers over multiple time periods and contain a large amount of total net assets.
Foreign Equity Performers
The following screen displays foreign equity funds that have been top performers over multiple time periods.
Low Turnover Top Performing Equity Funds
The following screen displays equity funds that have a turnover ratio between 1% and 5% and have produced returns in excess of 12% in each of the last 2 years.
Steady Performers
The following screen displays funds that have produced returns in the top 20% of all mutual funds in each of the last five years.

SAVED SCREENS

Recent Screens