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Forbes Mutual Fund Tool
  Mutual Fund Center home
U.S.-based fund tools: Find a U.S.-based fund:
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Mutual Fund Screening Tool

Welcome to Forbes Digital Tool's mutual fund screening system. This tool lets you screen the Lipper database of more than 6,000 funds. You can search for mutual funds that match your investment criteria. To use the screening tool: Ý Ý

1) choose screening fields you like by using the pull-down menu and clicking on the box next to the category.

2) Only click on categories you are interested in

3) Click on the "Screen" button to access our database and see which funds score best on the screening field you have chosen.

Fund Types
Fund Type
Specific Fund Types
Specific Fund Type
Returns Expenses
Return 1 Year

%


Return 3 Years

%


Return 5 Years

%

Loads
No-load
Load
%

 
Expense Ratio
%

 
Manager/Team Tenure
year(s)

3 Months Performance
Worst 3 Months   %
Forbes Grade Volatility
Forbes Up

Forbes Down

Alpha
%

Beta
%

Yield Assets
Yield

%

Assets

mil.

Minimum Investment
Minimum Investment   
Holdings Sectors
Holdings
And Or
Sectors
And Or

 

Source: Lipper Inc.


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