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September 11 Web Archive Collection

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http://www.forbes.com/finance/screener/screener.jhtml

Archived: 10/09/2001 at 23:48:45

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HOME PAGE FOR THE WORLD'S BUSINESS LEADERS
 
Home > Personal Finance > Funds		    
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1. Enter company or fund:
2. Choose from:
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Fund Expense Calculator




Forbes Fund Screener 10.9.2001

Forbes Fund Screener will sift through our database of more than 11,000 funds to zero in on five or ten that meet your investing goals. New to this sort of thing? You might want to begin your search with one of our examples under "Our Screens."



  Note:
Figure that appears in the right column indicates the approximate number of funds that meet selected criteria. The screener works best if you limit yourself to three or four criteria.
 Fund Type & Category
Select type: Equities  Bonds  All 
Select a Category:             

 Fund Family
Select family:             
  Windows users: use ctrl or shift to select multiple.
Mac users: use apple key to select multiple.

Or enter name:

   (use comma to separate multiple names)
View complete list of fund families

Forbes Ratings
Forbes Up Grade* Any
B
 A+
C
 A
D
           
Forbes Down Grade* Any
B
 A+
C
 A
D
           
Forbes Tax Efficiency** Any
3
 1
4
 2
5
           
Forbes Cost Efficiency** Any
3
 1
4
 2
5
           
Forbes Risk Adjusted Return** Any
3
 1
4
 2
5
           
* Forbes gives letter grades to funds based on how they have performed in both up and down markets. Generally, that means an equity fund has lived through multiple cycles and a bond fund has lived at least 5 years.

** Tax efficiency, cost efficiency ratings, and risk adjusted ratings are based on a scale of 1-5, with 1 being the best and 5 as the worst.


 Fund Performance
Select performance for a given time frame:
1 Yr. Performance*:           
3 Yr. Performance*:           
5 Yr. Performance*:           
Worst 1 Year Return:           
* Annualized Performance

 Fund Portfolio
Select valuation for the following:
P/E:           
Turnover:           
Price To Book:           
Median Mkt. Cap.:           

 Costs & Expenses
Select value for the following items:
Expense Ratio:           
Load (%):           
Min. Invest.:           
Min. IRA Invest.:           

 Additional Criteria
3 Yr. Beta v. S&P 500:           
Net Assets ($ mil):           
Fund Manager Tenure:           
Fund Inception Date(mm/dd/yy):           


Need help? Click here for a glossary of terms.
Or browse our list of frequently asked questions.



 
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