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Screening
Stock of the Day
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Periscope
Fund Screening
Fund Family:
Fund Category
Funds category
Asset Allocation - Domestic
Asset Allocation - Global
Aggressive Growth
Balanced - Domestic
Balanced - Global
Corporate - Investment Grade
General Bd - Long
General Bd - Short & Interm
Corporate High Yield
General Bd - Investment Grade
Convertible
Emerging Market Equity
Emerging Market Income
Sector - Energy/Natural Res
Equity Income
Sector - Financial Services
Non-US Equity
Growth & Income
Global Equity
Global Income
Sector - Precious Metals
Growth - Domestic
US Government/Agency
US Government - Long
US Government - Short & Interm
Sector - Health/Biotechnology
Loan Participation
Municipal - High Yield
Mid Cap
Municipal - Insured
Multi-Sector Bond
Tax Free Money Market
Taxable Money Market
Municipal - National
Municipal - Single State
General Mortgage
Sector - Other
Sector - Real Estate
Small Cap
S&P; 500 Index
Sector - Tech/Communications
US Treasury
Sector - Utilities
Size/Assets
<$100M
$100M-1B
>$1B
Years from inception date
<2 yrs
2-5 yrs
5-10 yrs
>10 yrs
Manager tenure
<2 yrs
2-5 yrs
5-10 yrs
>10 yrs
Fees, Expenses
Initial investment
<$1000
$1-2 K
>$2K
Front load/sales charge
0.0%
0- 1%
1- 2%
>2%
Total Expense Ratio
0.0%
0- 1%
1- 2%
>2%
Performance
Relative performance
Select
only one
box in the grid (or none for all)
1 month
3 months
Yr to Date
1 year
3 years
5 years
10 years
top 10%
top 25%
top 50%
All
Risk
Absolute Risk
stdv
High
>Average
<Average
Low
Relative Risk
alpha
High
>Average
<Average
Low
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