Investor Tools

Stock, ETF and mutual fund screeners allow you to determine criteria that match your investment interests and search for investment opportunities that fit your personal strategy. To access one of the screeners, go to the Quotes & Research tab of your account and choose Screeners from the Investor Tools heading in the left navigation menu.

The Stocks, Exchange-Traded Funds and Mutual Funds tabs at the top of the page allow you to navigate between the different types of screeners. For all screeners, you can select the criteria by which you want to search using the choices provided in the Add & Remove Criteria section along the left column.

For stocks, you can screen from the following:

• Market Segment - Search by sector, index or exchange components, international investing opportunities or market cap.
• Fundamentals - Apply fundamental indicators to your screen and use fundamental analysis to measure stocks.
• Price Performance - Choose from a variety of price screeners including the 52-week high and low, a price-to-S&P 500 comparison and a Reuters Ratings.
• Earnings and Dividends - Look for stocks with the performance yield that matches your investment portfolio.
• Technicals - Apply technical indicators to your screen and use technical analysis to measure stocks.

For ETFs, you can screen from the following:

• ETF Basics - Choose to screen by asset type, classification or fund family.
• Performance - Screen funds based on performance over the last month through the last ten years.
• Fundamentals- Apply fundamental indicators to your screen and use fundamental analysis to measure stocks.
• Lipper Leaders - Screen funds for total return, consistent return, preservation, tax efficiency or expense.
• Technicals- Apply technical indicators to your screen and use technical analysis to measure stocks.

For mutual funds, you can screen from the following:

• Mutual Fund Basics - Choose to screen by load type, availability, fees, asset type, classification or fund family.
• Performance - Screen funds based on performance over the last month through the last ten years.
• Fundamentals- Apply fundamental indicators to your screen and use fundamental analysis to measure stocks.
• Lipper Leaders - Screen funds for total return, consistent return, preservation, tax efficiency or expense.

Each criterion added to your screen will apply an additional filter to your results. For example, if you screen stocks first for price performance and then for fundamentals, the results number to the right of price performance will reflect all stocks matching your price performance criteria only. The number to the right of fundamentals will reflect stocks matching your criteria in both price performance and fundamentals. Apply additional criteria to narrow your search further.

To remove criteria from your filtered results on the main screen, uncheck the box(es) next to the criteria you want to remove.

To remove criteria from a screen entirely, go to the Add & Remove Criteria section along the left column of your page and uncheck the criteria you want to remove.

To save the criteria you selected for a future screen, click the Save This Screen button. Click the Make This My Default Screen button to use the criteria you have currently selected as your default screener settings.

Saved screens will be stored underneath the screener criterion in the left column. Predefined screens designed to help you search for specific qualities are also located in the left column.

Scottrade's predefined stock screens include the following:

• Value Stocks
• Growth Stocks
• High Momentum
• Analyst Favorites
• Breakout Candidates
• High Performing Tech Stocks
• Strong Growth and Value Stocks
• Stocks Approaching Their 52-week High
• High Volume Large & Mega Caps
• Highly Rated Stocks

Scottrade's predefined ETF screens include the following:

• Equity Fund Leaders
• Bond Fund Leaders
• Recent Increasing Performers
• Strongest Dividend Yield ETFs with Consistent Return
• Three-Year Lipper Leaders

Scottrade's predefined mutual fund screens include the following:

• Equity Fund Leaders
• Bond Fund Leaders
• Track Record/Expense
• Top Tech
• Top Rated International Equity Funds

Investors should consider the investment objectives, risks, charges, and expenses of mutual fund carefully before investing. Mutual funds are subject to market fluctuation including the potential for loss of principal. A prospectus contains this and other information about the fund and is available through www.scottrade.com or through a Scottrade branch office. The prospectus should be read carefully before investing.

Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) carefully before investing. Leveraged and Inverse ETFs may not be suitable for all investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. These funds' performance will likely be significantly different than their benchmark over periods of more than one day, and their performance over time may in fact trend opposite of their benchmark. Investors should monitor these holdings, consistent with their strategies, as frequently as daily. A prospectus contains this and other information about the ETF and should be obtained from the issuer. The prospectus should be read carefully before investing.

The tools described in this article are for information purposes only and their use does not guarantee a profit. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security. Investors should fully research any security before making an investment decision.