Using a Mutual Fund Screener


Mutual funds are collective investment schemes that pool money from many investors and invest it in securities like stocks, bonds, or other assets. A fund manager then decides how best to deploy these investments for a fee in return.

Various websites and platforms are offering mutual fund screeners; some are free, while more comprehensive versions require a premium membership.

What is a mutual fund?

Mutual funds are an investment vehicle that allows investors to pool their money together and diversify it across various securities – stocks, bonds, or other assets may all form part of the portfolio. Mutual funds offer many advantages for investors, such as professional management and built-in diversification – however, buyers must understand all applicable fees before making a purchase decision.

Mutual funds usually charge a front-end load or sales charge fee to cover marketing and distribution expenses, traditionally deducted from the initial purchase prices of shares. Sometimes this front-end load may decrease with increased investments in the fund.

Mutual funds incur annual expenses such as administrative and management costs that will impact their net asset value.

Remember, when investing in mutual funds, all investments carry some risk. As market conditions change, the value of holdings within each mutual fund could fluctuate, and you could lose some or all of your investment.

Diversifying your portfolio to reduce risk is vital in protecting against sudden declines in the value of one particular security or industry. Doing this helps spread risk across various securities and industries and protects against sudden drops.

Remember, past performance does not indicate future returns; focus on long-term performance and compare it against similar funds for an accurate evaluation.

Investing in a mutual fund makes you part owner and share in its profits. When stocks or bonds in a fund pay out dividends or interest payments to their shareholders, these dividends and profits are distributed among shareholders as dividends or interest payments; capital gains profits made from selling investments for profit are distributed as capital gains profits to all of its shareholders and can either be reinvested back into your shareholding or taken as cash payments.

How to use a mutual fund screener?

Utilizing a mutual fund screener is an excellent way to narrow your investment choices. A mutual fund is an investment scheme in which multiple investors pool money together to purchase securities like stocks and bonds representing individual investors’ holdings; each investor buys units representing his/her holdings before redeeming or selling at net asset value (NAV). Numerous advantages are associated with using a mutual fund screener, including finding funds that align with your investing goals and risk tolerance.

Mutual fund screeners allow you to quickly filter funds based on various parameters, including performance, expense ratio, and market cap. They also enable searches by country, industry, or even specific funds. Multiple screeners are online; therefore, you must select one that meets your specific needs.

Tickertape’s Funds Screener is an effective way to find the ideal funds for your portfolio. With an extensive array of filters you can utilize as needed, once filtered, you can view each fund individually by clicking its name – taking you directly to its page with details such as fund manager information, peer group comparisons, and opinions from real users. Furthermore, your search can also be exported in CSV format to import into spreadsheet software programs such as Microsoft Excel or Open Office Calc.

Mutual funds can be an excellent way to diversify your investment portfolio and reduce risk, but it is vital to fully comprehend their risks and benefits before making any decisions.

To help you select the appropriate funds for your portfolio, we have compiled a list of the best available mutual fund screeners. These tools can assist in narrowing down thousands of funds into manageable lists that match your investment criteria, with many offering features like Morningstar ratings, fees, and asset class/category data, as well as socially responsible investment filtering capabilities.

Benefits of using a mutual fund screener.

Mutual fund screeners provide an effective method for quickly finding funds that fit your investment criteria while narrowing down the thousands of available funds to manageable lists for further study. You can use it to compare costs and performance data and analyze individual fund details; even use it to locate funds with the potential to outperform benchmarks and peers!

Using the fund screener, you can filter on various parameters – asset class/category, Morningstar ratings, expense ratio, and return. By creating head-to-head comparisons between funds that fit your criteria and creating one-on-one comparison tables, you’ll be better informed in making an investment decision.

YCharts Fund Screener features over 30 pre-built templates to identify ideal funds based on commonly employed screening criteria. You can save and share your screens, making collaboration on due diligence for advisors or sales-enabling ideas for asset managers much simpler. Plus, set alerts so you’re the first one informed when new funds meet those criteria!

Use our screener to quickly locate Socially Responsible Investment (SRI) and Environmental, Social, and Governance (ESG) funds – this can be particularly helpful for investors aiming to reduce their carbon footprint.

Wells Fargo provides an impressive suite of tools for investing in mutual funds, with full-service brokerage Wells Fargo Advisors and online and mobile brokerage WellsTrade(r). Each provides convenient trading platforms designed to suit individual investors and professional guidance from an investment professional. At the same time, WellsTrade(r) allows investors to quickly open an account and start investing in mutual funds and other securities such as stocks or ETFs quickly and conveniently – wellsTrade Advance is another self-directed brokerage account option that has lower fees but still allows investors to achieve their financial goals more quickly! So let Wells Fargo help you meet all your investment goals today!


Utilizing a mutual fund screener efficiently finds funds that fit perfectly within your portfolio, though you should remember that past performance does not guarantee future returns. When evaluating potential investments, it is also essential to consider investment objectives, risks, fees, and expenses when making your evaluation.

Various online tools are designed to assist investors in selecting mutual funds that best suit their investing needs. While some tools are more complex than others, they all can prove immensely helpful for making the appropriate choices when investing.

Morningstar’s Fund Analyzer is one of the most effective mutual fund screening tools. Users can use this tool to explore over 30,000 funds and narrow their options by applying various criteria and gaining access to specific details regarding past performance, fees, and expenses for every fund listed in its database.

The Analyzer provides investors with information regarding discounts available for certain share classes, which is especially helpful if they wish to avoid paying sales loads when investing. In addition, this tool enables users to select funds according to size, investment objective, and industry and compare different fund families.

Fund Analyzer can also assist investors with understanding how their current holdings may affect overall cost and account value, which is especially helpful if they have multiple accounts managed by various management companies.

Investors should also be mindful of the risk of loss when investing in mutual funds since the value of its assets fluctuates with market conditions, interest rate changes, or other factors. Care should always be taken before investing. Hence it is advisable to read any necessary documentation carefully before investing.

Mutual fund investing offers many advantages. Key among them includes liquidity, low fees, and tax advantages. Investors should be mindful of any associated risks before making decisions and consult a financial professional before taking action.