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Finding The Best Mutual Fund Screener

March 05, 2012 | Comments: 0 | Views: 107

Best Mutual Fund Screener

Knowing which stocks to add to your watch list or portfolio can be made easier once you've found the best mutual fund screener for you out there. There are financial experts who would be happy to lend you their help when it comes to the best place to invest your money, but if you want to be more hands-on in your approach, you can use a mutual funds screener to weigh your options. A screener will allow you to scrutinize your investment ideas, and recognize funds with the potential for success. The following includes not just the best mutual fund screener, but also screeners for general stock, ETFs, closed-end funds, and dividends.

Morningstar's Premium And Free Screeners

The best mutual fund screener at present would have to be Morningstar's Fund Screener. A premium is offered for investors who are willing to pay, but the company also provides a free version. The free version allows access to Morningstar's five-star rating system, which is revered throughout the market. Funds are rated against each other across different categories, with five-star funds being known as the best of the best. The screener allows users to search for funds according to equity style, management tenure (how long the manager has been in their position), as well as expense ratios.

Finviz General Stock Screener

When it comes to general stock, the best screener belongs to It has a large amount of data fields for filtering, allowing users to search specifically for stocks based on factors like market cap, industry sector, price-to-earnings ratio, return on equity, crossing above 50-day moving average, head and shoulders pattern, and more. For ETFs, it's back to Morningstar's screener. It allows you to sort through more than a thousand funds, filtering based on data fields such as dividend yield, standard deviation, Sharpe ratio, market return, expense ratio, and more.

Closed-End And Dividend Fund Screener

For closed-end funds, has a screener with a likeness to Morningstar's best mutual fund screener. With just the click of a button, you can begin browsing through all 600+ of the CEFs currently on the market. Data fields like premium-discount and dividend distribution rate will help you clear a path to the closed-end fund best for you. These kind of funds have actually occupied the market for longer than ETFs have. And finally, for dividend screening, provides a list of stocks ever month that have displeased an increase in growth. This isn't technically a screener, but when it comes to dividend funds, it's at least a start.

Connor Swinney is the owner of the What Are Mutual Funds website. He created the website to be used as a resource for people who are looking for more information on Getting Into Gold Mutual Funds or that would like to know how they can create a successful investment strategy.

Source: EzineArticles
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