• Top Risk Adjusted Large Cap Value Funds

    This screen provides a list of US Large Cap Value Funds that have a Sharpe Ratio of greater than 1.

    View 52 matches
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  • Good Performing, Low Expense High Yield Funds

    Better performing high yield bond funds can be found in this list that screens for those funds with a low expense ratio and a high Sharpe ratio.

    View 34 matches
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  • Analyst's Favorite Low Expense Ratio US Treasury Funds

    Search for US Treasury funds that have low expense ratios and are highly rated by Morningstar.

    View 57 matches
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  • Top Rated World Stock Funds

    Looking for diversification in the equity part of your portfolio? This screen for World Stock funds shows only those that are highly rated by Morningstar.

    View 15 matches
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  • Core US Holdings

    Looking for ideas for the domestic part of your portfolio? This screen looks across US stock and bond funds to search for those with great ratings by Morningstar and low expenses.

    View 67 matches
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  • Bear Market Funds

    Bear market funds zig when the market zags and provide some protection in a down market. But be careful, they can also be hurtful in a bull market.

    View 24 matches
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  • Diversified Global Equity ETFs

    This screen offers a list of diversified global equity funds that are highly rated by Morningstar.

    View 22 matches
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  • Analyst's Favorite Commodity Funds

    This is a list of commodity ETFs that are highly rated by Morningstar.

    View 2 matches
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  • Strong Performing US Large Cap Equity Funds

    These funds make this list for earning solid risk adjusted returns.

    View 33 matches
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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.

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Morningstar Rating(TM) The Morningstar Rating(TM) for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar RiskAdjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36- 59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.