You are editing ""Edit name
Save
Cancel
Save changes
  1. 1

    Fund universe

    Choose a fund type and market(s)

    --
    Fund type matches
    --
    Cumulative matches
    I'm looking for
    • Funds
    • ETFs
  2. How do I view funds which meet my investment focus?

    Filter funds by risk tolerance, allocation, type of assets, investment style, geography, sector exposure and more. Choose an investment focus from the list on the right and select one or more categories to narrow the focus of your screen.

    How do I view funds with exposure to a specific sector?

    The fund screener allows you to narrow down our full list of funds to those of interest to you. Step 2 in the process allows you specify a sector stock to focus on. Select the specific option of interest to you and then navigate to the bottom of the page to select "view matches"

    How do I view ETFs which meet my investment focus?

    Filter ETFs by risk tolerance, allocation, type of assets, investment style, geography, sector exposure and more. Choose an investment focus from the list on the right and select one or more categories to narrow the focus of your screen.

    How do I view ETFs with exposure to a specific sector?

    The ETF screener allows you to narrow down our full list of ETFs to those of interest to you. Step 2 in the process allows you specify a sector stock to focus on. Select the specific option of interest to you and then navigate to the bottom of the page to select "view matches"

  3. 2

    Investment focus

    Filter by the goal for this fund.

    --
    Investment focus matches
    --
    Cumulative matches
    • 0of 17
    • 0of 15
    • 0of 6
    • 0of 16
    • 0of 4
    • 0of 17
    • 0of 15
    • 0of 16
    • 0of 9
  4. 3

    Fund attributes

    Filter on performance, ratings, expense and more.

    --
    Fund attributes matches
    --
    Cumulative matches
    No criteria selected. Add Criteria

    A way of measuring the historical risk-adjusted return on an investment. It is the average previous return minus the risk-free return, divided by the standard deviation (a measure of risk that looks at the diversion of actual returns from expected returns). For more information, visit the Financial Times Lexicon.

    Explain this
    --
    Sharpe ratio matches
    --
    Cumulative matches
    1. < -.25
    2. -.25 to 0
    3. 0 to .25
    4. .25 to .50
    5. .50 to .75
    6. .75 to 1
    7. 1 >
    --
    Fund company or issuer matches
    --
    Cumulative matches
    • 0 of 339
    • 0 of 187
    • 0 of 162
    • 0 of 245
    • 0 of 87
    • 0 of 5
    --
    Inception date matches
    --
    Cumulative matches
    1. < 1 Year Ago
    2. 1 - 5 Years Ago
    3. 5 - 10 Years Ago
    4. 10 Years Ago >

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    Ytd trailing total return matches
    --
    Cumulative matches
     

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    Ytd trailing total return matches
    --
    Cumulative matches
     

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    1-year trailing total return matches
    --
    Cumulative matches
     

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    1-year trailing total return matches
    --
    Cumulative matches
     

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    3-year trailing total return matches
    --
    Cumulative matches
     

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    3-year trailing total return matches
    --
    Cumulative matches
     

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    5-year trailing total return matches
    --
    Cumulative matches
     

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    5-year trailing total return matches
    --
    Cumulative matches
     
    --
    1-year trailing return percentile y1 matches
    --
    Cumulative matches
     
    --
    3-year standard deviation percentile matches
    --
    Cumulative matches
     
    --
    Gross expense ratio percentile matches
    --
    Cumulative matches
     
    --
    R-squared matches
    --
    Cumulative matches
    1. < 5
    2. 5 to 75
    3. 75 to 90
    4. 90 to 95
    5. 95 >

    In a series of variables, a way of measuring the extent to which any one of those variables approaches the average of that series. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    Standard deviation matches
    --
    Cumulative matches
    1. < 10
    2. 10 to 15
    3. 15 to 20
    4. 20 to 25
    5. 25 >
    --
    Average 10d volume matches
    --
    Cumulative matches
     
    --
    Minimum initial investment matches
    --
    Cumulative matches
    1. 0
    2. 0 to 2k
    3. 2k to 4k
    4. 4k to 6k
    5. 6k to 8k
    6. 8k to 10k
    7. 10k >
    --
    Initial sales charge matches
    --
    Cumulative matches
    1. 0
    2. 0-2
    3. 2-3
    4. 3-4
    5. 4-5
    6. 5 >

    The percentage of assets deducted from a mutual fund each fiscal year to pay for fund expenses, including management fees and other operating costs. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    Net expense ratio matches
    --
    Cumulative matches
     

    A fund open only to financial institutions. For more information, visit the Financial Times Lexicon.

    Explain this
    --
    Institutional share class matches
    --
    Cumulative matches
    --
    Portfolio turnover matches
    --
    Cumulative matches
    1. < 25%
    2. 25% to 50%
    3. 50% to 100%
    4. 100% >
    --
    Total net assets matches
    --
    Cumulative matches
     

    A measure of a stock's expected return that cannot be attributed to overall market volatility. In other words, the amount the price of a stock is likely to rise or fall due to reasons specific to the company rather than due to the market as a whole.

    Explain this
    --
    Overall rating - morningstar matches
    --
    Cumulative matches
    1. 1
    2. 2
    3. 3
    4. 4
    5. 5
    --
    Expense - lipper matches
    --
    Cumulative matches
    1. 1
    2. 2
    3. 3
    4. 4
    5. 5
    --
    Consistent return - lipper matches
    --
    Cumulative matches
    1. 1
    2. 2
    3. 3
    4. 4
    5. 5
  • Add criteria
  • Save screen
  • Reset criteria
View 96 matches

Fund Screener Criteria

  • 0 of 3
  • 0 of 5
  • 0 of 4
  • 0 of 5
  • 0 of 2
  • 0 of 3
  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

  • AddRemove

  • AddRemove

    A way of measuring the historical risk-adjusted return on an investment. It is the average previous return minus the risk-free return, divided by the standard deviation (a measure of risk that looks at the diversion of actual returns from expected returns). For more visit the Financial Times Lexicon

  • AddRemove

  • AddRemove

    In a series of variables, a way of measuring the extent to which any one of those variables approaches the average of that series. For more visit the Financial Times Lexicon

  • AddRemove

    A measure of a stock's expected return that cannot be attributed to overall market volatility. In other words, the amount the price of a stock is likely to rise or fall due to reasons specific to the company rather than due to the market as a whole.

  • AddRemove

  • AddRemove

Read the Terms & Conditions for the above Lipper data.

Intra-day ETF pricing data provided by
© Thomson Reuters Click for restrictions.

The performance data shown in tables and graphs on this page is calculated in USD of the fund / index / average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

All managed funds data located on FT.com is subject to the FT Terms & Conditions . All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2014
All Rights reserved

© 2014 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Pricing for ETFs is the latest price and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.