Fund Screener

Choosing the right funds can make all the difference in your portfolio’s performance. Our fund screener gives you the ability to strategically navigate through more than 45,000 available Mutual Funds, ETFs, and CEFs.

Qualitative Characteristics

  • Limit your results to particular fund families or managers, share classes, or based on brokerage availability.
  • Find funds that fit into your asset allocation model based on their stated objective, exposure to types of assets, or even the benchmark index that they track.
  • Combine any number of qualities to create custom universes using our Add, Exclude, or Intersect logic. Save screens to your account for easy access.

Performance and Risk

  • Find managers with the best performance based on returns from 1 day to 10 years. Total returns based on daily or end-of-month data.
  • More than 50 risk calculations, along with fund flows and fees data, help you to avoid possible pitfalls.
  • Identify funds that have outperformed based on cumulative sets of criteria. Percentile filters allow you to screen relative to your custom universe.

Underlying Financial Data

  • Drill down into the characteristics of the funds’ holdings. Filter based on aggregated fundamental metrics and financial ratios for the underlying securities.
  • To which external factors are you gaining exposure? The fund screener includes hundreds of geographic and asset class based exposure metrics.
  • Forecasted data aggregated on several metrics for the individual holdings provides a forward-looking perspective to compliment the historical data.

The fund screener is available with a subscription. To learn more and see it in action, please contact a sales representative today.


Questions? Email sales@ycharts.com or call (866) 965-7552

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Questions? Email sales@ycharts.com
or call (866) 965-7552

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