Joe Lan, CFA is a financial analyst at AAII.


Discussion

Marla from NC posted over 3 years ago:

I used to absolutely rely on the screener that came with the MSN Deluxe Toolbox, until they retired it. It had all the features I wanted and it was free. Can you do another article that compares free mutual fund screeners?


Richard from CA posted over 2 years ago:

I subscribed to Steele Person Mutual Fund
Expert for several years but decided it was not cost effective. Although a very good service, as an individual investor, I buy mutual funds only a few times a year, besides following my holdings. Paying a couple hundred dollars for this convenience is too costly, especially when I can get, with a little effort, all the information I need from free sites.


William from TX posted over 2 years ago:

I have subscribed to Steele's Mutual Fund Expert Pro + edition for years. It is extremely useful as it shows not only fund, ETF & index data but objective & category data for comparison. Easy to use. M* data. All performance, ratios and risk performance at a click. Not for trading, but great for analysis & research. Only negative feature - often being ask for info by fellw investors.


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