Mutual Fund Screener

Adjust the selected criteria

Total Mutual Fund Matches

-- Matches
Mutual Fund Basics

Criteria Matches

Total Matches
For Sale at Scottrade
Yes No
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Load Type
No Load Load
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Asset Type
Equity Fixed Income
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Fund Minimum Investment
<$2,500 <$5,000 <$10,000 <$25,000 >$25,000
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Classification

To select multiple Classifications, hold the CTRL key (PC) or SHIFT key (Mac).

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Fund Family

To select multiple Fund Families, hold the CTRL key (PC) or SHIFT key (Mac).

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Total Return Performance

Criteria Matches

Total Matches
1 Month
<0% 0-5% 5-10% 10-15% 15-20% >20%
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1 Year
<0% 0-5% 5-10% 10-15% 15-20% >20%
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3 Year
<0% 0-5% 5-10% 10-15% 15-20% >20%
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5 Year
<0% 0-5% 5-10% 10-15% 15-20% >20%
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10 Year
<0% 0-5% 5-10% 10-15% 15-20% >20%
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Fundamentals

Criteria Matches

Total Matches
P/E Ratio
0-5 5-10 10-15 15-20 >20
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P/B Ratio
0-2 2-4 4-6 6-8 8-10
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Dividend Yield
0-2 2-4 4-6 6-8 >8
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Expense Ratio
0-15 15-30 30-45 45-60
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Sharpe Ratio		 Greater than or equal to: and less than or equal to: -- --
R-Squared		 Greater than or equal to: and less than or equal to: -- --
Standard
Deviation		 Greater than or equal to: and less than or equal to: -- --

Total Mutual Fund Matches

-- Matches
 
Advanced Tools

When you open an account with Scottrade, you will get access to advanced Mutual Fund screening tools such as:

  • Fund Availability at Scottrade
  • Load Type
  • No Transaction Fee
  • Dividend Yield
  • Lipper Leaders
  • And many others!
For full analysis, Open an Account or Log In with Scottrade

Please read this important information. Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund carefully before investing. A mutual fund's prospectus contains this and other information about the mutual fund. Prospectuses are available through this web site or through a Scottrade branch office. The prospectus should be read carefully before investing. The prospectus also contains information about the availability of reduced sales charges, or "breakpoints," on the purchase of Class A shares. The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of a mutual fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted. Please consult a tax, legal, or financial advisor with questions regarding your investment objectives, personal tax, or financial situation. Scottrade will use third-party vendors to provide mutual fund information. The research, tools, and information provided are only for those mutual funds that are available through Scottrade and will not include every fund available to the public. Although the sources of the mutual fund research tools provided on this Web site are believed to be reliable, Scottrade makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the information. Information on this web site is for informational use only and should not be considered investment advice or recommendation to invest in mutual funds or a particular mutual fund.

© 2008 Scottrade

Brokerage Products and Services offered by Scottrade, Inc. - Member FINRA and SIPC

Any specific securities, or types of securities, used as examples are for demonstration purposes only. No information on this Web site should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund carefully before investing. A mutual fund's prospectus contains this and other information about the mutual fund. Prospectuses are available through our trading site or through a Scottrade branch office. The prospectus should be read carefully before investing. No transaction fee (NTF) funds are subject to the terms and conditions of the NTF funds program. Scottrade is compensated by the funds participating in the NTF program through recordkeeping, shareholder, or SEC 12b-1 fees.

Investors should consider the investment objectives, risks, charges, and expenses of an Exchange-Traded Fund (ETF) carefully before investing. A prospectus contains this and other information about the ETF can be obtained from the issuer. The prospectus should be read carefully before investing.

Margin trading involves interest charges and risks, including the potential to lose more than deposited, or the need to deposit additional collateral in a falling market. Margin Disclosure Statement (PDF) is available for download, or it is available at one of our branch offices. It contains information on our lending policies, interest charges, and the risks associated with margin accounts.

Options are not appropriate for all investors. Detailed information on our policies and the risks associated with options can be found in Scottrade's Options Application and Agreement, Brokerage Account Agreement, and Characteristics and Risks of Standardized Options (also available at one of our branch offices). All option accounts require prior approval by Scottrade.

Online market and limit equity orders are just $7 for stocks over $1.

Market volatility, volume, and system availability may impact account access and trade execution.

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.