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Sheryldell
Explorer ○○○

Fund screeners

I am looking for fund screeners for mutual funds (and CEFs too,) with recent performance data, i.e. 1 month, 3 month, 6 month and so on.

A previous link to a M* screen was frozen on bonds.

I do have Morningstar premium but have not been able to get it to show me e.g. Large Cap growth funds with the recent data I want.

Does Fidelity have one?

Any link would be appreciated.

Thank you.

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2 Replies
yogibearbull
Valued Contributor

Re: Fund screeners

M* Fund Category Returns are frozen on bonds.   https://news.morningstar.com/fund-category-returns/

M* Premium Fund Screener is working fine. I ran a screen with following parameters and found 457 large-cap growth mutual funds.   https://www.morningstar.com/funds/screener-premium

 

6882 (Fund Category = All U.S. Equity)Change | Insert | Remove
4372 and(Equity Style Box = Large Growth)Change | Insert | Remove
7290 and(Distinct Portfolio Only = Yes)Change | Insert | Remove

 

YBB
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nobhead
Explorer ○○

Re: Fund screeners


@Sheryldell wrote:

I am looking for fund screeners for mutual funds (and CEFs too,) with recent performance data, i.e. 1 month, 3 month, 6 month and so on.

A previous link to a M* screen was frozen on bonds.

I do have Morningstar premium but have not been able to get it to show me e.g. Large Cap growth funds with the recent data I want.

Does Fidelity have one?

 

Any link would be appreciated.

Thank you.


@Sheryldell  Here is what I use at Fidelity and I am not a Fidelity customer and it does not require logging in.

https://www.fidelity.com/fund-screener/research.shtml

For closed end funds, start here and select closed end fund tab

https://research2.fidelity.com/fidelity/screeners/commonstock/landing.asp?

 

 

Nob
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