Set custom criteria for performance, risk, and valuation metrics, plus fund-specific stats like manager tenure, expense ratios and fund flows. The YCharts Fund Screener also lets you set limits for exposures to geographies, asset classes, and even individual securities to ensure the best fit for investors.
How to Build a Fund Screen:
1. Click Modify to narrow down your stock universe. You can narrow down by security type, peer group, fund family, etc.
Choose between Add, Exclude, or Intersect your filters. Learn more about these filter types here.
2. Click Remove Duplicates in the upper right corner to only show one share class per fund. The share class with the highest AUM will appear in the results.
3. Select Add Filter to apply any quantitative metrics. You can choose between four different filter options, Range, Equation, Percentile, or Rank.
4. Add in any Metric Columns or Info Columns. These will not narrow down your search results, instead they will populate data for the screener results.
5. To save your screener, click New Fund Screen in the upper left corner and select Save As from the dropdown menu
