α
Alpha
Funds
™
“
Do mutual funds beat index funds?
About 1 in 5 stock funds and 1 in 3 bond funds do.
”
Mutual Fund Evaluation Tools
Built By Economists
Home
Top-20 Funds
Fund Screener
Facts & Figs
Blogs
About Us
More
Data as of 2009/12
Glossary
Technology
Universe Manager
Evaluate Mutual Funds with Powerful, Financial-Economic Based Criteria
Video Tour
1. Select Asset Class & Investment Style
Stock Funds
Bond Funds
size
valuation
small
medium
large
(all)
value
blend
growth
(all)
Funds to Compare
No data to display
Loading…
Compare
Add By Symbol
Add By Name
2. Select Filters
super category
category
(all)
Flexible Funds
Global Flexible Funds
Global Sector Funds
Intl Specialty Funds
Mainstream Domestic Equity
Mainstream Domestic Fixed Inc
Mainstream Global Equity
Mainstream Intl Equity
Mixed-Asset Target Funds
Other Intl Equity
Sector Funds
Specialty Funds
(all)
Basic Materials Funds
China Region Funds
Commodities Funds
Consumer Goods Funds
Consumer Services Funds
Convertible Securities Funds
Dedicated Short Bias Funds
Diversified Leverage Funds
Emerging Markets Funds
Equity Income Funds
Equity Market Neutral Funds
European Region Funds
Extended U.S. Large-Cap Core Funds
Financial Services Funds
Flexible Income Funds
Flexible Portfolio Funds
General Bond Funds
General U.S. Treasury Funds
Global Financial Services Funds
Global Flexible Port Funds
Global Health/Biotechnology Funds
Global Large-Cap Core
Global Large-Cap Growth
Global Large-Cap Value
Global Multi-Cap Core
Global Multi-Cap Growth
Global Multi-Cap Value
Global Natural Resources Funds
Global Real Estate Funds
Global Science/Technology Funds
Global Small-/Mid-Cap Funds
Gold Oriented Funds
Health/Biotechnology Funds
High Current Yield Funds
Industrials Funds
International Large-Cap Core
International Large-Cap Growth
International Large-Cap Value
International Multi-Cap Core
International Multi-Cap Growth
International Multi-Cap Value
International Real Estate Funds
International Small/Mid-Cap Core
International Small/Mid-Cap Growth
International Small/Mid-Cap Value
Japanese Funds
Large-Cap Core Funds
Large-Cap Growth Funds
Large-Cap Value Funds
Latin American Funds
Long/Short Equity Funds
Mid-Cap Core Funds
Mid-Cap Growth Funds
Mid-Cap Value Funds
Mixed-Asset Target 2010 Funds
Mixed-Asset Target 2015 Funds
Mixed-Asset Target 2020 Funds
Mixed-Asset Target 2025 Funds
Mixed-Asset Target 2030 Funds
Mixed-Asset Target 2035 Funds
Mixed-Asset Target 2040 Funds
Mixed-Asset Target 2045 Funds
Mixed-Asset Target 2050+ Funds
Mixed-Asset Target Alloc Consv Funds
Mixed-Asset Target Alloc Growth Funds
Mixed-Asset Target Alloc Moderate Funds
Multi-Cap Core Funds
Multi-Cap Growth Funds
Multi-Cap Value Funds
Natural Resources Funds
Pacific Ex Japan Funds
Pacific Region Funds
Real Estate Funds
S&P 500 Index Objective Funds
Science & Technology Funds
Small-Cap Core Funds
Small-Cap Growth Funds
Small-Cap Value Funds
Specialty Diversified Equity Funds
Specialty/Miscellaneous Funds
Telecommunication Funds
Utility Funds
min net assets(M)
max net assets(M)
mgr tenure
institutional
qualified
(all)
> 50
> 75
> 100
> 125
> 150
> 175
> 200
(all)
< 500
< 600
< 700
< 800
< 900
< 1000
< 2000
< 3000
< 4000
< 5000
(all)
> 12
> 24
> 36
> 48
> 60
(all)
no
yes
(all)
no
yes
model fit (R²)
turnover rank
positions
sales charge
min. purchase
(all)
> 50
> 55
> 60
> 65
> 70
> 75
> 80
> 85
> 90
(all)
< 10
< 20
< 30
< 40
< 50
< 60
< 70
< 80
< 90
< 100
(all)
> 25
> 50
> 75
> 100
(all)
none
(all)
(all open)
< 500
< 1000
< 1500
< 2000
< 2500
< 3000
< 5000
< 10000
< 20000
< 30000
< 40000
< 50000
< 100000
return ytd
return 12
return 36
return 60
return 90
(all)
> 5.00
> 5.50
> 6.00
> 6.50
> 7.00
> 7.50
> 8.00
> 8.50
> 9.00
> 9.50
> 10.00
(all)
> 5.00
> 5.50
> 6.00
> 6.50
> 7.00
> 7.50
> 8.00
> 8.50
> 9.00
> 9.50
> 10.00
(all)
> 5.00
> 5.50
> 6.00
> 6.50
> 7.00
> 7.50
> 8.00
> 8.50
> 9.00
> 9.50
> 10.00
(all)
> 5.00
> 5.50
> 6.00
> 6.50
> 7.00
> 7.50
> 8.00
> 8.50
> 9.00
> 9.50
> 10.00
(all)
> 5.00
> 5.50
> 6.00
> 6.50
> 7.00
> 7.50
> 8.00
> 8.50
> 9.00
> 9.50
> 10.00
alpha ytd
alpha 12
alpha 36
alpha 60
alpha 90
(all)
> 0.00
> 0.25
> 0.50
> 0.75
> 1.00
> 1.25
> 1.50
> 1.75
> 2.00
> 2.25
> 2.50
(all)
> 0.00
> 0.25
> 0.50
> 0.75
> 1.00
> 1.25
> 1.50
> 1.75
> 2.00
> 2.25
> 2.50
(all)
> 0.00
> 0.25
> 0.50
> 0.75
> 1.00
> 1.25
> 1.50
> 1.75
> 2.00
> 2.25
> 2.50
(all)
> 0.00
> 0.25
> 0.50
> 0.75
> 1.00
> 1.25
> 1.50
> 1.75
> 2.00
> 2.25
> 2.50
(all)
> 0.00
> 0.25
> 0.50
> 0.75
> 1.00
> 1.25
> 1.50
> 1.75
> 2.00
> 2.25
> 2.50
alpha rank ytd
alpha rank 12
alpha rank 36
alpha rank 60
alpha rank 90
(all)
> 50
> 55
> 60
> 65
> 70
> 75
> 80
> 85
> 90
> 95
(all)
> 50
> 55
> 60
> 65
> 70
> 75
> 80
> 85
> 90
> 95
(all)
> 50
> 55
> 60
> 65
> 70
> 75
> 80
> 85
> 90
> 95
(all)
> 50
> 55
> 60
> 65
> 70
> 75
> 80
> 85
> 90
> 95
(all)
> 50
> 55
> 60
> 65
> 70
> 75
> 80
> 85
> 90
> 95
more filters
Remove Filters
Apply Suggested Filters
Select Fund Universe:
All Funds
Click on fund name or roll over fund symbol for functions
3. Screening Results
- 10135 funds passed
Roll over column labels for options
Summary View
Alpha Performance View
Investment Style View
Operations View
Get by Symbol
Get by Name
fund name
Sort
symbol
Sort
Definition
score
Sort
Definition
size style
Sort
Definition
value style
Sort
Definition
return ytd
Sort
Definition
return 12
Sort
Definition
return 36
Sort
Definition
return 60
Sort
Definition
return 90
Sort
Definition
super category
Sort
Definition
category
Sort
Definition
net assets
Sort
Definition
Fidelity Sel Software & Computer Services Pt
FSCSX
Add to Fund Compare List
Add to Portfolio
100
small
growth
61.5
61.5
5.0
7.7
10.6
Sector
Sci & Tech
952
T Rowe Price Lat America
PRLAX
Add to Fund Compare List
Add to Portfolio
100
large
value
114.4
114.4
12.2
27.9
29.1
Other Intl Eq
Latin America
2638
JennDry Jennison 20-20 Focus/Z
PTWZX
Add to Fund Compare List
Add to Portfolio
99
medium
growth
57.8
57.8
1.6
8.0
9.3
Main Dom Eq
MultiCap Core
611
Van Eck Glob Hard Assets/A
GHAAX
Add to Fund Compare List
Add to Portfolio
99
small
value
52.5
52.5
6.4
17.1
17.9
Glob Sector
Glob Nat Resrcs
1149
Van Eck Glob Hard Assets/C
GHACX
Add to Fund Compare List
Add to Portfolio
99
small
value
51.3
51.3
5.5
16.2
17.0
Glob Sector
Glob Nat Resrcs
339
AIM Dev Mkts/A
GTDDX
Add to Fund Compare List
Add to Portfolio
99
medium
value
83.5
83.5
4.9
16.8
19.6
Other Intl Eq
Emerg Mkts
917
AIM Dev Mkts/Inst
GTDIX
Add to Fund Compare List
Add to Portfolio
99
medium
growth
84.4
84.4
5.4
Other Intl Eq
Emerg Mkts
35
Intrepid SmalCap
ICMAX
Add to Fund Compare List
Add to Portfolio
99
small
blend
39.9
39.9
12.8
Main Dom Eq
SmallCap Val
262
BlackRock Lat America/Inst
MALTX
Add to Fund Compare List
Add to Portfolio
99
large
value
120.9
120.9
13.5
27.3
30.2
Other Intl Eq
Latin America
133
BlackRock Lat America/Inv B
MBLTX
Add to Fund Compare List
Add to Portfolio
99
large
value
118.1
118.1
12.2
25.9
28.8
Other Intl Eq
Latin America
20
All Stock Funds Average
51
32.3
32.3
-4.3
1.9
5.4
463
All Stock Funds Average
51
32.3
32.3
-4.3
1.9
5.4
463
1 to 10 of 10135
First Page
Prior 10
Next 10
Last Page
Fund Screener
Screen mutual funds using a variety of filters. You can focus on a specific investment syle within an asset class, or evaluate all funds in an asset class simultaneously. Screen from all funds or from a universe you have previously built. You can get a detailed report about a fund, or compare 2 funds side-by-side. You can also build and save a portfolio of funds and monitor the funds' performance over time.
Select Asset Class & Investment Style
Select an asset class. Within an asset class you can also select an investment style
Select Filters & Fund Universe
Select from a variety of filters or apply a suggested set of filters. You can also specify a user-built universe of funds
Screening Results
Sort by columns, select from four different views, request a detailed report for a fund, add a fund to a new or existing portfolio, add funds to the side-by-side fund-comparison box, search for a fund by symbol or name
Compare Funds
Add 2 funds from the Screening Results grid below and press the Compare button to get a detailed side-by-side fund comparison report
Select Universe
Select a user-built universe of mutual funds. You can build fund universes on the
Universe Manager page
. This feature is useful if you have a 401k which allows you to select funds from a finite list of funds or from one of two specific families of funds.
Updating results
Warning
Fund Snapshot
4. Portfolio Management
Load Portfolio
Example Portfolio
Portfolio Manager
Build a new portfolio, monitor a saved portfolio, rename and delete portfolios.
You can add funds to a portfolio by hovering over the fund's name.
AlphaFunds requires no registration; this means that you will be able to access your portfolios in future from the same computer, but not from a different computer.
Welcome to the Fund Screener
To help get you started, we've built an Example Portfolio for you
To access it, just go to the box called 4. Portfolio Management and select it from the pull-down menu
Continue
© AlphaFunds 2009
Contact
Terms of Use