Feature Archives

Buying a Computer

Trends in the computing industry and issues to consider before purchasing a new computer or upgrading your current system.

ETFs

Analyzing, selecting and trading exchange-traded funds

Investor Sentiment

Using investor sentiment to indentify tops and bottoms in the market.

Market Breadth & Timing

Market breadth and momentum indicators to gauge the market's overall direction.

Mutual Fund Screening & Analysis

Screening for and analyzing mutual funds.

Portfolio Management

Constructing a portfolio of investments and the issues involved, including risk management.

Software Reviews

In-depth reviews of some of the most popular investment-related software.

Stock Screening & Analysis

Using quantitative stock screening filters to identify possible investment and analyzing individual stocks.

Stock Valuation

Determining the "true worth" of a company.

Technical Analysis & Charting

Using technical indicators and charts to help time your buy and sell decisions.

Tax Preparation

Using computerized tools and resources to prepare and file your personal income taxes.
Computerized Investing > Third Quarter 2013

Analyzing Mutual Funds: Creating Fund Screens

PRINT | | | | Add your comment! | A A   Reset

by Joe Lan, CFA

Mutual funds have been used by investors for a number of years. By definition, mutual funds are simply an investment vehicle that pools together investor’s money and buys securities. These types of investment vehicles are used in a variety of ways by investors, with some using only mutual funds in their entire investment portfolio and others tapping funds to simply add some diversification to certain sectors of their portfolio. No matter how you want to use mutual funds, it is important, as with all securities, to have a plan for choosing between funds.

With over 26,000 mutual funds at your disposal, the number of fund options now far outweighs the number of stocks for most investors. Here at AAII, we often use screening as our first step when researching stocks. Screening is one of the quickest ways to winnow down a large number of investment options to a more manageable number. Just as with stock screening, mutual fund screening enables investors to target mutual funds that exhibit strong characteristics, allowing you to focus on those mutual funds worth a second look.

...To continue reading this article you must be a Computerized Investing Subscriber.

Gain exclusive access to this article and all of the benefits and investment education a Computerized Investing subscription offers.

SUBSCRIBE TODAY for just $24.
Log in
Already a CI subscriber? Login to read the rest of this article.

Subscribe
A subscription to Computerized Investing includes a monthly email and access to the CI Website, all of which aim to benefit your investing skills with respect to computers and the Internet.