Stock Screens
YTD
Screen |
Annual Price Gain (%) | Risk Index | Category |
||||
| YTD | 3 Yr | 5 Yr | 10 Yr | Inception | |||
| 1. |
A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers. |
46.4% | 45.3% | 33.5% | 33.3% | 25.9% | 2.06 | Value |
| 2. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
17.7% | 18.9% | 3.3% | 14.9% | 13.0% | 1.92 | Growth & Value With Price Momentum |
| 3. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
16.2% | -18.0% | -6.2% | 2.8% | 2.2% | 2.16 | Growth & Value |
| 4. |
An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market. |
12.1% | -6.9% | -0.1% | 13.6% | 12.6% | 1.70 | Value |
| 5. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
12.1% | 14.0% | 14.3% | 20.4% | 24.4% | 1.89 | Growth With Price Momentum |
| 6. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
11.6% | 21.4% | 21.3% | 21.0% | 11.9% | 2.26 | Growth With Price Momentum |
| 7. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
10.8% | 17.4% | 6.6% | 18.5% | 16.0% | 1.50 | Value With Price Momentum |
| 8. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
10.2% | -3.5% | -8.4% | 16.7% | 11.1% | 2.21 | Growth & Value |
| 9. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
9.9% | 22.6% | 22.2% | 29.0% | 21.6% | 2.91 | Growth & Value With Price Momentum |
| 10. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
9.6% | 41.2% | 17.0% | 20.7% | 20.1% | 1.47 | Growth & Value With Price Momentum |
| 11. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
9.5% | 10.2% | 3.4% | 7.2% | 14.5% | 1.85 | Growth With Price Momentum |
| 12. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
9.4% | 5.1% | 1.8% | 17.9% | 23.8% | 1.92 | Value With Price Momentum |
| 13. | S&P MidCap 400 Value (TR)
|
9.2% | 15.4% | 8.8% | 11.7% | 7.2% | 1.11 | Indexes |
| 14. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
9.2% | 3.8% | 3.0% | 11.1% | 13.0% | 1.54 | Growth |
| 15. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
9.0% | 19.3% | -7.2% | 0.6% | 0.4% | 1.59 | Value |
| 16. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
8.4% | 16.6% | 16.4% | 19.3% | 13.7% | 1.19 | Value With Price Momentum |
| 17. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
8.4% | 0.1% | 4.9% | 10.2% | 10.1% | 1.65 | Value |
| 18. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 17.5% | 16.0% | 18.6% | 16.1% | 1.13 | Earnings Estimates |
| 19. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 15.3% | 15.8% | 18.7% | 16.0% | 1.13 | Earnings Estimates |
| 20. | S&P MidCap 400
|
8.1% | 14.3% | 6.9% | 10.5% | 7.7% | 1.22 | Indexes |
| 21. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
8.1% | 15.8% | -0.2% | 3.2% | 1.4% | 1.23 | Value |
| 22. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
8.0% | 12.5% | 6.6% | 20.6% | 17.9% | 1.31 | Growth & Value With Price Momentum |
| 23. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
8.0% | 13.3% | 5.8% | 13.7% | 7.8% | 1.43 | Growth & Value |
| 24. | S&P 500 Value (TR)
|
7.9% | 13.0% | 3.5% | 8.7% | 4.1% | 1.00 | Indexes |
| 25. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 26. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 27. |
Who insiders are, what requirements they must obey, and what insider data is important. |
7.7% | -5.9% | -5.9% | 2.1% | -1.6% | 1.81 | Specialty |
| 28. | All Exchange-Listed Stocks
|
7.6% | 10.1% | 5.6% | 12.4% | 9.2% | 1.38 | Indexes |
| 29. | S&P MidCap 400 Growth (TR)
|
7.4% | 16.5% | 8.9% | 12.5% | 10.9% | 1.31 | Indexes |
| 30. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
7.4% | 19.3% | 5.4% | 20.6% | 18.1% | 1.50 | Value With Price Momentum |
| 31. | S&P SmallCap 600 Growth (TR)
|
7.3% | 18.2% | 9.7% | 12.9% | 8.0% | 1.31 | Indexes |
| 32. | Dow Jones 30
|
7.3% | 10.8% | 2.8% | 5.9% | 3.4% | 0.97 | Indexes |
| 33. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
7.2% | 9.2% | 3.6% | 9.6% | 7.5% | 0.89 | Value |
| 34. | S&P SmallCap 600 Value (TR)
|
7.2% | 15.1% | 7.6% | 11.5% | 7.3% | 1.22 | Indexes |
| 35. | S&P SmallCap 600
|
7.1% | 15.1% | 7.0% | 10.8% | 6.6% | 1.27 | Indexes |
| 36. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
7.1% | 9.0% | -2.5% | 6.4% | 4.8% | 1.35 | Value |
| 37. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 7.4% | 21.2% | 28.4% | 22.2% | 1.74 | Value |
| 38. |
Using the dividend-yield approach to invest during volatile markets. |
6.9% | 12.6% | 6.7% | 8.1% | 7.7% | 0.95 | Growth & Value |
| 39. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.9% | 2.5% | 6.2% | 20.9% | 16.3% | 2.17 | Growth With Price Momentum |
| 40. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
6.9% | 9.8% | 15.1% | 17.4% | 17.1% | 1.77 | Value |
| 41. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
6.8% | 16.4% | 0.6% | 10.2% | 15.8% | 1.39 | Growth With Price Momentum |
| 42. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
6.4% | 12.2% | 5.2% | 12.8% | 13.0% | 1.03 | Growth & Value With Price Momentum |
| 43. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
6.3% | 14.2% | 7.3% | 14.0% | 14.9% | 1.32 | Growth & Value |
| 44. |
Locating firms with a high proportion of cash to share price. |
6.3% | -5.3% | -0.6% | 8.4% | 9.6% | 1.37 | Value |
| 45. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.3% | 14.1% | 8.4% | 15.9% | 8.4% | 1.37 | Growth & Value |
| 46. | S&P 500
|
6.2% | 11.1% | 2.6% | 6.1% | 2.6% | 1.00 | Indexes |
| 47. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
6.1% | 18.4% | 10.5% | 15.0% | 13.9% | 1.11 | Growth & Value |
| 48. |
Introduction to the use of earnings estimates. |
5.9% | 21.5% | 23.9% | 29.9% | 25.4% | 1.84 | Earnings Estimates |
| 49. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
5.9% | 13.0% | 9.1% | 13.5% | 12.1% | 1.28 | Growth |
| 50. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
5.9% | 19.8% | 12.0% | 13.8% | 10.5% | 1.22 | Value |
| 51. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
5.8% | 11.9% | -1.3% | 6.4% | 5.7% | 1.19 | Value With Price Momentum |
| 52. |
A screen for stocks with DRPs (dividend reinvestment plans). |
5.8% | 12.4% | 6.9% | 7.5% | 7.8% | 1.10 | Growth & Value |
| 53. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.7% | 15.7% | 9.9% | 12.2% | 9.8% | 1.22 | Growth & Value |
| 54. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.6% | 10.6% | 11.1% | 13.3% | 10.4% | 1.28 | Growth & Value |
| 55. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
5.6% | -2.1% | 2.1% | 14.7% | 11.8% | 1.21 | Growth & Value |
| 56. |
Utilizing contrarian stocks with upward earnings revisions. |
5.4% | 22.3% | 14.5% | 20.4% | 15.3% | 1.36 | Earnings Estimates |
| 57. | S&P 500 Growth (TR)
|
5.4% | 14.0% | 6.9% | 8.0% | 4.1% | 1.10 | Indexes |
| 58. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
4.9% | 11.3% | 15.3% | 11.0% | 10.0% | 1.77 | Growth & Value |
| 59. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
4.9% | 10.7% | 3.2% | 14.6% | 11.2% | 1.36 | Value With Price Momentum |
| 60. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.9% | 16.8% | 7.4% | 10.9% | 12.5% | 0.91 | Growth & Value |
| 61. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
4.6% | 8.5% | 8.4% | 9.3% | 5.8% | 1.25 | Growth |
| 62. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
4.5% | 11.4% | 3.9% | 4.5% | -4.1% | 2.79 | Growth & Value |
| 63. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
4.1% | 10.2% | 4.3% | 9.7% | 10.0% | 1.25 | Growth & Value |
| 64. |
Introduction to the use of earnings estimates. |
3.9% | 23.8% | 24.5% | 30.6% | 28.3% | 1.75 | Earnings Estimates |
| 65. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.9% | 16.6% | 11.9% | 11.9% | 10.2% | 1.18 | Growth |
| 66. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
3.6% | 19.8% | 14.1% | 20.0% | 17.0% | 1.37 | Value |
| 67. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.3% | 18.7% | 12.9% | 13.7% | 9.9% | 1.24 | Growth & Value |
| 68. | NASDAQ 100
|
2.9% | 14.6% | 9.4% | 10.5% | 6.7% | 1.82 | Indexes |
| 69. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
2.8% | 13.5% | 12.7% | 15.9% | 18.3% | 1.63 | Growth & Value |
| 70. |
This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership. |
2.8% | 0.6% | -0.5% | 10.4% | 11.1% | 1.85 | Value |
| 71. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate. |
2.7% | -2.1% | -8.4% | 11.8% | 19.1% | 1.79 | Growth & Value |
| 72. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
0.4% | -8.5% | 1.8% | 11.5% | 16.1% | 2.17 | Growth & Value |
| 73. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
0.0% | -7.2% | -21.7% | -4.4% | 11.8% | 2.74 | Growth & Value With Price Momentum |
| 74. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
0.0% | 3.7% | 3.0% | 9.2% | 11.2% | 2.21 | Growth With Price Momentum |
| 75. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
0.0% | 25.9% | 9.4% | 12.2% | 9.1% | 1.67 | Growth & Value |
| 76. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-2.1% | -19.0% | -9.0% | 1.5% | 5.1% | 1.34 | Growth & Value With Price Momentum |
| 77. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-4.1% | -3.4% | -9.3% | 9.0% | 6.4% | 1.46 | Growth & Value With Price Momentum |
| 78. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-4.6% | 12.5% | 3.6% | 16.9% | 18.0% | 1.75 | Value |
3-Year
Screen |
Annual Price Gain (%) | Risk Index | Category |
||||
| YTD | 3 Yr | 5 Yr | 10 Yr | Inception | |||
| 1. |
A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers. |
46.4% | 45.3% | 33.5% | 33.3% | 25.9% | 2.06 | Value |
| 2. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
9.6% | 41.2% | 17.0% | 20.7% | 20.1% | 1.47 | Growth & Value With Price Momentum |
| 3. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
0.0% | 25.9% | 9.4% | 12.2% | 9.1% | 1.67 | Growth & Value |
| 4. |
Introduction to the use of earnings estimates. |
3.9% | 23.8% | 24.5% | 30.6% | 28.3% | 1.75 | Earnings Estimates |
| 5. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
9.9% | 22.6% | 22.2% | 29.0% | 21.6% | 2.91 | Growth & Value With Price Momentum |
| 6. |
Utilizing contrarian stocks with upward earnings revisions. |
5.4% | 22.3% | 14.5% | 20.4% | 15.3% | 1.36 | Earnings Estimates |
| 7. |
Introduction to the use of earnings estimates. |
5.9% | 21.5% | 23.9% | 29.9% | 25.4% | 1.84 | Earnings Estimates |
| 8. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
11.6% | 21.4% | 21.3% | 21.0% | 11.9% | 2.26 | Growth With Price Momentum |
| 9. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
3.6% | 19.8% | 14.1% | 20.0% | 17.0% | 1.37 | Value |
| 10. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
5.9% | 19.8% | 12.0% | 13.8% | 10.5% | 1.22 | Value |
| 11. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
9.0% | 19.3% | -7.2% | 0.6% | 0.4% | 1.59 | Value |
| 12. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
7.4% | 19.3% | 5.4% | 20.6% | 18.1% | 1.50 | Value With Price Momentum |
| 13. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
17.7% | 18.9% | 3.3% | 14.9% | 13.0% | 1.92 | Growth & Value With Price Momentum |
| 14. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.3% | 18.7% | 12.9% | 13.7% | 9.9% | 1.24 | Growth & Value |
| 15. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
6.1% | 18.4% | 10.5% | 15.0% | 13.9% | 1.11 | Growth & Value |
| 16. | S&P SmallCap 600 Growth (TR)
|
7.3% | 18.2% | 9.7% | 12.9% | 8.0% | 1.31 | Indexes |
| 17. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 17.5% | 16.0% | 18.6% | 16.1% | 1.13 | Earnings Estimates |
| 18. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
10.8% | 17.4% | 6.6% | 18.5% | 16.0% | 1.50 | Value With Price Momentum |
| 19. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.9% | 16.8% | 7.4% | 10.9% | 12.5% | 0.91 | Growth & Value |
| 20. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.9% | 16.6% | 11.9% | 11.9% | 10.2% | 1.18 | Growth |
| 21. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
8.4% | 16.6% | 16.4% | 19.3% | 13.7% | 1.19 | Value With Price Momentum |
| 22. | S&P MidCap 400 Growth (TR)
|
7.4% | 16.5% | 8.9% | 12.5% | 10.9% | 1.31 | Indexes |
| 23. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
6.8% | 16.4% | 0.6% | 10.2% | 15.8% | 1.39 | Growth With Price Momentum |
| 24. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
8.1% | 15.8% | -0.2% | 3.2% | 1.4% | 1.23 | Value |
| 25. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.7% | 15.7% | 9.9% | 12.2% | 9.8% | 1.22 | Growth & Value |
| 26. | S&P MidCap 400 Value (TR)
|
9.2% | 15.4% | 8.8% | 11.7% | 7.2% | 1.11 | Indexes |
| 27. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 15.3% | 15.8% | 18.7% | 16.0% | 1.13 | Earnings Estimates |
| 28. | S&P SmallCap 600
|
7.1% | 15.1% | 7.0% | 10.8% | 6.6% | 1.27 | Indexes |
| 29. | S&P SmallCap 600 Value (TR)
|
7.2% | 15.1% | 7.6% | 11.5% | 7.3% | 1.22 | Indexes |
| 30. | NASDAQ 100
|
2.9% | 14.6% | 9.4% | 10.5% | 6.7% | 1.82 | Indexes |
| 31. | S&P MidCap 400
|
8.1% | 14.3% | 6.9% | 10.5% | 7.7% | 1.22 | Indexes |
| 32. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
6.3% | 14.2% | 7.3% | 14.0% | 14.9% | 1.32 | Growth & Value |
| 33. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.3% | 14.1% | 8.4% | 15.9% | 8.4% | 1.37 | Growth & Value |
| 34. | S&P 500 Growth (TR)
|
5.4% | 14.0% | 6.9% | 8.0% | 4.1% | 1.10 | Indexes |
| 35. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
12.1% | 14.0% | 14.3% | 20.4% | 24.4% | 1.89 | Growth With Price Momentum |
| 36. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
2.8% | 13.5% | 12.7% | 15.9% | 18.3% | 1.63 | Growth & Value |
| 37. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
8.0% | 13.3% | 5.8% | 13.7% | 7.8% | 1.43 | Growth & Value |
| 38. | S&P 500 Value (TR)
|
7.9% | 13.0% | 3.5% | 8.7% | 4.1% | 1.00 | Indexes |
| 39. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
5.9% | 13.0% | 9.1% | 13.5% | 12.1% | 1.28 | Growth |
| 40. |
Using the dividend-yield approach to invest during volatile markets. |
6.9% | 12.6% | 6.7% | 8.1% | 7.7% | 0.95 | Growth & Value |
| 41. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-4.6% | 12.5% | 3.6% | 16.9% | 18.0% | 1.75 | Value |
| 42. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
8.0% | 12.5% | 6.6% | 20.6% | 17.9% | 1.31 | Growth & Value With Price Momentum |
| 43. |
A screen for stocks with DRPs (dividend reinvestment plans). |
5.8% | 12.4% | 6.9% | 7.5% | 7.8% | 1.10 | Growth & Value |
| 44. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
6.4% | 12.2% | 5.2% | 12.8% | 13.0% | 1.03 | Growth & Value With Price Momentum |
| 45. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
5.8% | 11.9% | -1.3% | 6.4% | 5.7% | 1.19 | Value With Price Momentum |
| 46. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
4.5% | 11.4% | 3.9% | 4.5% | -4.1% | 2.79 | Growth & Value |
| 47. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
4.9% | 11.3% | 15.3% | 11.0% | 10.0% | 1.77 | Growth & Value |
| 48. | S&P 500
|
6.2% | 11.1% | 2.6% | 6.1% | 2.6% | 1.00 | Indexes |
| 49. | Dow Jones 30
|
7.3% | 10.8% | 2.8% | 5.9% | 3.4% | 0.97 | Indexes |
| 50. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
4.9% | 10.7% | 3.2% | 14.6% | 11.2% | 1.36 | Value With Price Momentum |
| 51. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.6% | 10.6% | 11.1% | 13.3% | 10.4% | 1.28 | Growth & Value |
| 52. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
4.1% | 10.2% | 4.3% | 9.7% | 10.0% | 1.25 | Growth & Value |
| 53. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
9.5% | 10.2% | 3.4% | 7.2% | 14.5% | 1.85 | Growth With Price Momentum |
| 54. | All Exchange-Listed Stocks
|
7.6% | 10.1% | 5.6% | 12.4% | 9.2% | 1.38 | Indexes |
| 55. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
6.9% | 9.8% | 15.1% | 17.4% | 17.1% | 1.77 | Value |
| 56. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
7.2% | 9.2% | 3.6% | 9.6% | 7.5% | 0.89 | Value |
| 57. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
7.1% | 9.0% | -2.5% | 6.4% | 4.8% | 1.35 | Value |
| 58. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
4.6% | 8.5% | 8.4% | 9.3% | 5.8% | 1.25 | Growth |
| 59. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 7.4% | 21.2% | 28.4% | 22.2% | 1.74 | Value |
| 60. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
9.4% | 5.1% | 1.8% | 17.9% | 23.8% | 1.92 | Value With Price Momentum |
| 61. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
9.2% | 3.8% | 3.0% | 11.1% | 13.0% | 1.54 | Growth |
| 62. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
0.0% | 3.7% | 3.0% | 9.2% | 11.2% | 2.21 | Growth With Price Momentum |
| 63. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 64. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 65. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.9% | 2.5% | 6.2% | 20.9% | 16.3% | 2.17 | Growth With Price Momentum |
| 66. |
This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership. |
2.8% | 0.6% | -0.5% | 10.4% | 11.1% | 1.85 | Value |
| 67. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
8.4% | 0.1% | 4.9% | 10.2% | 10.1% | 1.65 | Value |
| 68. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
5.6% | -2.1% | 2.1% | 14.7% | 11.8% | 1.21 | Growth & Value |
| 69. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate. |
2.7% | -2.1% | -8.4% | 11.8% | 19.1% | 1.79 | Growth & Value |
| 70. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-4.1% | -3.4% | -9.3% | 9.0% | 6.4% | 1.46 | Growth & Value With Price Momentum |
| 71. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
10.2% | -3.5% | -8.4% | 16.7% | 11.1% | 2.21 | Growth & Value |
| 72. |
Locating firms with a high proportion of cash to share price. |
6.3% | -5.3% | -0.6% | 8.4% | 9.6% | 1.37 | Value |
| 73. |
Who insiders are, what requirements they must obey, and what insider data is important. |
7.7% | -5.9% | -5.9% | 2.1% | -1.6% | 1.81 | Specialty |
| 74. |
An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market. |
12.1% | -6.9% | -0.1% | 13.6% | 12.6% | 1.70 | Value |
| 75. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
0.0% | -7.2% | -21.7% | -4.4% | 11.8% | 2.74 | Growth & Value With Price Momentum |
| 76. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
0.4% | -8.5% | 1.8% | 11.5% | 16.1% | 2.17 | Growth & Value |
| 77. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
16.2% | -18.0% | -6.2% | 2.8% | 2.2% | 2.16 | Growth & Value |
| 78. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-2.1% | -19.0% | -9.0% | 1.5% | 5.1% | 1.34 | Growth & Value With Price Momentum |
5-Year
Screen |
Annual Price Gain (%) | Risk Index | Category |
||||
| YTD | 3 Yr | 5 Yr | 10 Yr | Inception | |||
| 1. |
A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers. |
46.4% | 45.3% | 33.5% | 33.3% | 25.9% | 2.06 | Value |
| 2. |
Introduction to the use of earnings estimates. |
3.9% | 23.8% | 24.5% | 30.6% | 28.3% | 1.75 | Earnings Estimates |
| 3. |
Introduction to the use of earnings estimates. |
5.9% | 21.5% | 23.9% | 29.9% | 25.4% | 1.84 | Earnings Estimates |
| 4. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
9.9% | 22.6% | 22.2% | 29.0% | 21.6% | 2.91 | Growth & Value With Price Momentum |
| 5. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
11.6% | 21.4% | 21.3% | 21.0% | 11.9% | 2.26 | Growth With Price Momentum |
| 6. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 7.4% | 21.2% | 28.4% | 22.2% | 1.74 | Value |
| 7. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
9.6% | 41.2% | 17.0% | 20.7% | 20.1% | 1.47 | Growth & Value With Price Momentum |
| 8. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
8.4% | 16.6% | 16.4% | 19.3% | 13.7% | 1.19 | Value With Price Momentum |
| 9. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 17.5% | 16.0% | 18.6% | 16.1% | 1.13 | Earnings Estimates |
| 10. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 15.3% | 15.8% | 18.7% | 16.0% | 1.13 | Earnings Estimates |
| 11. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
4.9% | 11.3% | 15.3% | 11.0% | 10.0% | 1.77 | Growth & Value |
| 12. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
6.9% | 9.8% | 15.1% | 17.4% | 17.1% | 1.77 | Value |
| 13. |
Utilizing contrarian stocks with upward earnings revisions. |
5.4% | 22.3% | 14.5% | 20.4% | 15.3% | 1.36 | Earnings Estimates |
| 14. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
12.1% | 14.0% | 14.3% | 20.4% | 24.4% | 1.89 | Growth With Price Momentum |
| 15. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
3.6% | 19.8% | 14.1% | 20.0% | 17.0% | 1.37 | Value |
| 16. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.3% | 18.7% | 12.9% | 13.7% | 9.9% | 1.24 | Growth & Value |
| 17. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
2.8% | 13.5% | 12.7% | 15.9% | 18.3% | 1.63 | Growth & Value |
| 18. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
5.9% | 19.8% | 12.0% | 13.8% | 10.5% | 1.22 | Value |
| 19. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.9% | 16.6% | 11.9% | 11.9% | 10.2% | 1.18 | Growth |
| 20. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.6% | 10.6% | 11.1% | 13.3% | 10.4% | 1.28 | Growth & Value |
| 21. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
6.1% | 18.4% | 10.5% | 15.0% | 13.9% | 1.11 | Growth & Value |
| 22. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.7% | 15.7% | 9.9% | 12.2% | 9.8% | 1.22 | Growth & Value |
| 23. | S&P SmallCap 600 Growth (TR)
|
7.3% | 18.2% | 9.7% | 12.9% | 8.0% | 1.31 | Indexes |
| 24. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
0.0% | 25.9% | 9.4% | 12.2% | 9.1% | 1.67 | Growth & Value |
| 25. | NASDAQ 100
|
2.9% | 14.6% | 9.4% | 10.5% | 6.7% | 1.82 | Indexes |
| 26. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
5.9% | 13.0% | 9.1% | 13.5% | 12.1% | 1.28 | Growth |
| 27. | S&P MidCap 400 Growth (TR)
|
7.4% | 16.5% | 8.9% | 12.5% | 10.9% | 1.31 | Indexes |
| 28. | S&P MidCap 400 Value (TR)
|
9.2% | 15.4% | 8.8% | 11.7% | 7.2% | 1.11 | Indexes |
| 29. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
4.6% | 8.5% | 8.4% | 9.3% | 5.8% | 1.25 | Growth |
| 30. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.3% | 14.1% | 8.4% | 15.9% | 8.4% | 1.37 | Growth & Value |
| 31. | S&P SmallCap 600 Value (TR)
|
7.2% | 15.1% | 7.6% | 11.5% | 7.3% | 1.22 | Indexes |
| 32. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.9% | 16.8% | 7.4% | 10.9% | 12.5% | 0.91 | Growth & Value |
| 33. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
6.3% | 14.2% | 7.3% | 14.0% | 14.9% | 1.32 | Growth & Value |
| 34. | S&P SmallCap 600
|
7.1% | 15.1% | 7.0% | 10.8% | 6.6% | 1.27 | Indexes |
| 35. | S&P MidCap 400
|
8.1% | 14.3% | 6.9% | 10.5% | 7.7% | 1.22 | Indexes |
| 36. | S&P 500 Growth (TR)
|
5.4% | 14.0% | 6.9% | 8.0% | 4.1% | 1.10 | Indexes |
| 37. |
A screen for stocks with DRPs (dividend reinvestment plans). |
5.8% | 12.4% | 6.9% | 7.5% | 7.8% | 1.10 | Growth & Value |
| 38. |
Using the dividend-yield approach to invest during volatile markets. |
6.9% | 12.6% | 6.7% | 8.1% | 7.7% | 0.95 | Growth & Value |
| 39. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
10.8% | 17.4% | 6.6% | 18.5% | 16.0% | 1.50 | Value With Price Momentum |
| 40. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
8.0% | 12.5% | 6.6% | 20.6% | 17.9% | 1.31 | Growth & Value With Price Momentum |
| 41. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.9% | 2.5% | 6.2% | 20.9% | 16.3% | 2.17 | Growth With Price Momentum |
| 42. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
8.0% | 13.3% | 5.8% | 13.7% | 7.8% | 1.43 | Growth & Value |
| 43. | All Exchange-Listed Stocks
|
7.6% | 10.1% | 5.6% | 12.4% | 9.2% | 1.38 | Indexes |
| 44. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
7.4% | 19.3% | 5.4% | 20.6% | 18.1% | 1.50 | Value With Price Momentum |
| 45. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
6.4% | 12.2% | 5.2% | 12.8% | 13.0% | 1.03 | Growth & Value With Price Momentum |
| 46. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
8.4% | 0.1% | 4.9% | 10.2% | 10.1% | 1.65 | Value |
| 47. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
4.1% | 10.2% | 4.3% | 9.7% | 10.0% | 1.25 | Growth & Value |
| 48. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
4.5% | 11.4% | 3.9% | 4.5% | -4.1% | 2.79 | Growth & Value |
| 49. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
7.2% | 9.2% | 3.6% | 9.6% | 7.5% | 0.89 | Value |
| 50. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-4.6% | 12.5% | 3.6% | 16.9% | 18.0% | 1.75 | Value |
| 51. | S&P 500 Value (TR)
|
7.9% | 13.0% | 3.5% | 8.7% | 4.1% | 1.00 | Indexes |
| 52. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
9.5% | 10.2% | 3.4% | 7.2% | 14.5% | 1.85 | Growth With Price Momentum |
| 53. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
17.7% | 18.9% | 3.3% | 14.9% | 13.0% | 1.92 | Growth & Value With Price Momentum |
| 54. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
4.9% | 10.7% | 3.2% | 14.6% | 11.2% | 1.36 | Value With Price Momentum |
| 55. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
0.0% | 3.7% | 3.0% | 9.2% | 11.2% | 2.21 | Growth With Price Momentum |
| 56. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
9.2% | 3.8% | 3.0% | 11.1% | 13.0% | 1.54 | Growth |
| 57. | Dow Jones 30
|
7.3% | 10.8% | 2.8% | 5.9% | 3.4% | 0.97 | Indexes |
| 58. | S&P 500
|
6.2% | 11.1% | 2.6% | 6.1% | 2.6% | 1.00 | Indexes |
| 59. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
5.6% | -2.1% | 2.1% | 14.7% | 11.8% | 1.21 | Growth & Value |
| 60. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
0.4% | -8.5% | 1.8% | 11.5% | 16.1% | 2.17 | Growth & Value |
| 61. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
9.4% | 5.1% | 1.8% | 17.9% | 23.8% | 1.92 | Value With Price Momentum |
| 62. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 63. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 64. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
6.8% | 16.4% | 0.6% | 10.2% | 15.8% | 1.39 | Growth With Price Momentum |
| 65. |
An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market. |
12.1% | -6.9% | -0.1% | 13.6% | 12.6% | 1.70 | Value |
| 66. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
8.1% | 15.8% | -0.2% | 3.2% | 1.4% | 1.23 | Value |
| 67. |
This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership. |
2.8% | 0.6% | -0.5% | 10.4% | 11.1% | 1.85 | Value |
| 68. |
Locating firms with a high proportion of cash to share price. |
6.3% | -5.3% | -0.6% | 8.4% | 9.6% | 1.37 | Value |
| 69. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
5.8% | 11.9% | -1.3% | 6.4% | 5.7% | 1.19 | Value With Price Momentum |
| 70. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
7.1% | 9.0% | -2.5% | 6.4% | 4.8% | 1.35 | Value |
| 71. |
Who insiders are, what requirements they must obey, and what insider data is important. |
7.7% | -5.9% | -5.9% | 2.1% | -1.6% | 1.81 | Specialty |
| 72. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
16.2% | -18.0% | -6.2% | 2.8% | 2.2% | 2.16 | Growth & Value |
| 73. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
9.0% | 19.3% | -7.2% | 0.6% | 0.4% | 1.59 | Value |
| 74. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
10.2% | -3.5% | -8.4% | 16.7% | 11.1% | 2.21 | Growth & Value |
| 75. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate. |
2.7% | -2.1% | -8.4% | 11.8% | 19.1% | 1.79 | Growth & Value |
| 76. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-2.1% | -19.0% | -9.0% | 1.5% | 5.1% | 1.34 | Growth & Value With Price Momentum |
| 77. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-4.1% | -3.4% | -9.3% | 9.0% | 6.4% | 1.46 | Growth & Value With Price Momentum |
| 78. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
0.0% | -7.2% | -21.7% | -4.4% | 11.8% | 2.74 | Growth & Value With Price Momentum |
10-Year
Screen |
Annual Price Gain (%) | Risk Index | Category |
||||
| YTD | 3 Yr | 5 Yr | 10 Yr | Inception | |||
| 1. |
A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers. |
46.4% | 45.3% | 33.5% | 33.3% | 25.9% | 2.06 | Value |
| 2. |
Introduction to the use of earnings estimates. |
3.9% | 23.8% | 24.5% | 30.6% | 28.3% | 1.75 | Earnings Estimates |
| 3. |
Introduction to the use of earnings estimates. |
5.9% | 21.5% | 23.9% | 29.9% | 25.4% | 1.84 | Earnings Estimates |
| 4. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
9.9% | 22.6% | 22.2% | 29.0% | 21.6% | 2.91 | Growth & Value With Price Momentum |
| 5. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 7.4% | 21.2% | 28.4% | 22.2% | 1.74 | Value |
| 6. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
11.6% | 21.4% | 21.3% | 21.0% | 11.9% | 2.26 | Growth With Price Momentum |
| 7. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.9% | 2.5% | 6.2% | 20.9% | 16.3% | 2.17 | Growth With Price Momentum |
| 8. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
9.6% | 41.2% | 17.0% | 20.7% | 20.1% | 1.47 | Growth & Value With Price Momentum |
| 9. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
7.4% | 19.3% | 5.4% | 20.6% | 18.1% | 1.50 | Value With Price Momentum |
| 10. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
8.0% | 12.5% | 6.6% | 20.6% | 17.9% | 1.31 | Growth & Value With Price Momentum |
| 11. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
12.1% | 14.0% | 14.3% | 20.4% | 24.4% | 1.89 | Growth With Price Momentum |
| 12. |
Utilizing contrarian stocks with upward earnings revisions. |
5.4% | 22.3% | 14.5% | 20.4% | 15.3% | 1.36 | Earnings Estimates |
| 13. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
3.6% | 19.8% | 14.1% | 20.0% | 17.0% | 1.37 | Value |
| 14. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
8.4% | 16.6% | 16.4% | 19.3% | 13.7% | 1.19 | Value With Price Momentum |
| 15. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 15.3% | 15.8% | 18.7% | 16.0% | 1.13 | Earnings Estimates |
| 16. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 17.5% | 16.0% | 18.6% | 16.1% | 1.13 | Earnings Estimates |
| 17. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
10.8% | 17.4% | 6.6% | 18.5% | 16.0% | 1.50 | Value With Price Momentum |
| 18. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
9.4% | 5.1% | 1.8% | 17.9% | 23.8% | 1.92 | Value With Price Momentum |
| 19. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
6.9% | 9.8% | 15.1% | 17.4% | 17.1% | 1.77 | Value |
| 20. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-4.6% | 12.5% | 3.6% | 16.9% | 18.0% | 1.75 | Value |
| 21. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
10.2% | -3.5% | -8.4% | 16.7% | 11.1% | 2.21 | Growth & Value |
| 22. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.3% | 14.1% | 8.4% | 15.9% | 8.4% | 1.37 | Growth & Value |
| 23. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
2.8% | 13.5% | 12.7% | 15.9% | 18.3% | 1.63 | Growth & Value |
| 24. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
6.1% | 18.4% | 10.5% | 15.0% | 13.9% | 1.11 | Growth & Value |
| 25. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
17.7% | 18.9% | 3.3% | 14.9% | 13.0% | 1.92 | Growth & Value With Price Momentum |
| 26. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
5.6% | -2.1% | 2.1% | 14.7% | 11.8% | 1.21 | Growth & Value |
| 27. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
4.9% | 10.7% | 3.2% | 14.6% | 11.2% | 1.36 | Value With Price Momentum |
| 28. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
6.3% | 14.2% | 7.3% | 14.0% | 14.9% | 1.32 | Growth & Value |
| 29. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
5.9% | 19.8% | 12.0% | 13.8% | 10.5% | 1.22 | Value |
| 30. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.3% | 18.7% | 12.9% | 13.7% | 9.9% | 1.24 | Growth & Value |
| 31. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
8.0% | 13.3% | 5.8% | 13.7% | 7.8% | 1.43 | Growth & Value |
| 32. |
An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market. |
12.1% | -6.9% | -0.1% | 13.6% | 12.6% | 1.70 | Value |
| 33. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
5.9% | 13.0% | 9.1% | 13.5% | 12.1% | 1.28 | Growth |
| 34. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.6% | 10.6% | 11.1% | 13.3% | 10.4% | 1.28 | Growth & Value |
| 35. | S&P SmallCap 600 Growth (TR)
|
7.3% | 18.2% | 9.7% | 12.9% | 8.0% | 1.31 | Indexes |
| 36. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
6.4% | 12.2% | 5.2% | 12.8% | 13.0% | 1.03 | Growth & Value With Price Momentum |
| 37. | S&P MidCap 400 Growth (TR)
|
7.4% | 16.5% | 8.9% | 12.5% | 10.9% | 1.31 | Indexes |
| 38. | All Exchange-Listed Stocks
|
7.6% | 10.1% | 5.6% | 12.4% | 9.2% | 1.38 | Indexes |
| 39. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.7% | 15.7% | 9.9% | 12.2% | 9.8% | 1.22 | Growth & Value |
| 40. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
0.0% | 25.9% | 9.4% | 12.2% | 9.1% | 1.67 | Growth & Value |
| 41. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.9% | 16.6% | 11.9% | 11.9% | 10.2% | 1.18 | Growth |
| 42. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate. |
2.7% | -2.1% | -8.4% | 11.8% | 19.1% | 1.79 | Growth & Value |
| 43. | S&P MidCap 400 Value (TR)
|
9.2% | 15.4% | 8.8% | 11.7% | 7.2% | 1.11 | Indexes |
| 44. | S&P SmallCap 600 Value (TR)
|
7.2% | 15.1% | 7.6% | 11.5% | 7.3% | 1.22 | Indexes |
| 45. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
0.4% | -8.5% | 1.8% | 11.5% | 16.1% | 2.17 | Growth & Value |
| 46. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
9.2% | 3.8% | 3.0% | 11.1% | 13.0% | 1.54 | Growth |
| 47. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
4.9% | 11.3% | 15.3% | 11.0% | 10.0% | 1.77 | Growth & Value |
| 48. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.9% | 16.8% | 7.4% | 10.9% | 12.5% | 0.91 | Growth & Value |
| 49. | S&P SmallCap 600
|
7.1% | 15.1% | 7.0% | 10.8% | 6.6% | 1.27 | Indexes |
| 50. | S&P MidCap 400
|
8.1% | 14.3% | 6.9% | 10.5% | 7.7% | 1.22 | Indexes |
| 51. | NASDAQ 100
|
2.9% | 14.6% | 9.4% | 10.5% | 6.7% | 1.82 | Indexes |
| 52. |
This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership. |
2.8% | 0.6% | -0.5% | 10.4% | 11.1% | 1.85 | Value |
| 53. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
8.4% | 0.1% | 4.9% | 10.2% | 10.1% | 1.65 | Value |
| 54. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
6.8% | 16.4% | 0.6% | 10.2% | 15.8% | 1.39 | Growth With Price Momentum |
| 55. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
4.1% | 10.2% | 4.3% | 9.7% | 10.0% | 1.25 | Growth & Value |
| 56. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
7.2% | 9.2% | 3.6% | 9.6% | 7.5% | 0.89 | Value |
| 57. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
4.6% | 8.5% | 8.4% | 9.3% | 5.8% | 1.25 | Growth |
| 58. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
0.0% | 3.7% | 3.0% | 9.2% | 11.2% | 2.21 | Growth With Price Momentum |
| 59. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-4.1% | -3.4% | -9.3% | 9.0% | 6.4% | 1.46 | Growth & Value With Price Momentum |
| 60. | S&P 500 Value (TR)
|
7.9% | 13.0% | 3.5% | 8.7% | 4.1% | 1.00 | Indexes |
| 61. |
Locating firms with a high proportion of cash to share price. |
6.3% | -5.3% | -0.6% | 8.4% | 9.6% | 1.37 | Value |
| 62. |
Using the dividend-yield approach to invest during volatile markets. |
6.9% | 12.6% | 6.7% | 8.1% | 7.7% | 0.95 | Growth & Value |
| 63. | S&P 500 Growth (TR)
|
5.4% | 14.0% | 6.9% | 8.0% | 4.1% | 1.10 | Indexes |
| 64. |
A screen for stocks with DRPs (dividend reinvestment plans). |
5.8% | 12.4% | 6.9% | 7.5% | 7.8% | 1.10 | Growth & Value |
| 65. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
9.5% | 10.2% | 3.4% | 7.2% | 14.5% | 1.85 | Growth With Price Momentum |
| 66. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 67. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 68. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
5.8% | 11.9% | -1.3% | 6.4% | 5.7% | 1.19 | Value With Price Momentum |
| 69. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
7.1% | 9.0% | -2.5% | 6.4% | 4.8% | 1.35 | Value |
| 70. | S&P 500
|
6.2% | 11.1% | 2.6% | 6.1% | 2.6% | 1.00 | Indexes |
| 71. | Dow Jones 30
|
7.3% | 10.8% | 2.8% | 5.9% | 3.4% | 0.97 | Indexes |
| 72. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
4.5% | 11.4% | 3.9% | 4.5% | -4.1% | 2.79 | Growth & Value |
| 73. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
8.1% | 15.8% | -0.2% | 3.2% | 1.4% | 1.23 | Value |
| 74. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
16.2% | -18.0% | -6.2% | 2.8% | 2.2% | 2.16 | Growth & Value |
| 75. |
Who insiders are, what requirements they must obey, and what insider data is important. |
7.7% | -5.9% | -5.9% | 2.1% | -1.6% | 1.81 | Specialty |
| 76. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-2.1% | -19.0% | -9.0% | 1.5% | 5.1% | 1.34 | Growth & Value With Price Momentum |
| 77. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
9.0% | 19.3% | -7.2% | 0.6% | 0.4% | 1.59 | Value |
| 78. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
0.0% | -7.2% | -21.7% | -4.4% | 11.8% | 2.74 | Growth & Value With Price Momentum |
Inception
Screen |
Annual Price Gain (%) | Risk Index | Category |
||||
| YTD | 3 Yr | 5 Yr | 10 Yr | Inception | |||
| 1. |
Introduction to the use of earnings estimates. |
3.9% | 23.8% | 24.5% | 30.6% | 28.3% | 1.75 | Earnings Estimates |
| 2. |
A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers. |
46.4% | 45.3% | 33.5% | 33.3% | 25.9% | 2.06 | Value |
| 3. |
Introduction to the use of earnings estimates. |
5.9% | 21.5% | 23.9% | 29.9% | 25.4% | 1.84 | Earnings Estimates |
| 4. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
12.1% | 14.0% | 14.3% | 20.4% | 24.4% | 1.89 | Growth With Price Momentum |
| 5. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
9.4% | 5.1% | 1.8% | 17.9% | 23.8% | 1.92 | Value With Price Momentum |
| 6. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 7.4% | 21.2% | 28.4% | 22.2% | 1.74 | Value |
| 7. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
9.9% | 22.6% | 22.2% | 29.0% | 21.6% | 2.91 | Growth & Value With Price Momentum |
| 8. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
9.6% | 41.2% | 17.0% | 20.7% | 20.1% | 1.47 | Growth & Value With Price Momentum |
| 9. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate. |
2.7% | -2.1% | -8.4% | 11.8% | 19.1% | 1.79 | Growth & Value |
| 10. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
2.8% | 13.5% | 12.7% | 15.9% | 18.3% | 1.63 | Growth & Value |
| 11. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
7.4% | 19.3% | 5.4% | 20.6% | 18.1% | 1.50 | Value With Price Momentum |
| 12. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-4.6% | 12.5% | 3.6% | 16.9% | 18.0% | 1.75 | Value |
| 13. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
8.0% | 12.5% | 6.6% | 20.6% | 17.9% | 1.31 | Growth & Value With Price Momentum |
| 14. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
6.9% | 9.8% | 15.1% | 17.4% | 17.1% | 1.77 | Value |
| 15. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
3.6% | 19.8% | 14.1% | 20.0% | 17.0% | 1.37 | Value |
| 16. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.9% | 2.5% | 6.2% | 20.9% | 16.3% | 2.17 | Growth With Price Momentum |
| 17. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
0.4% | -8.5% | 1.8% | 11.5% | 16.1% | 2.17 | Growth & Value |
| 18. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 17.5% | 16.0% | 18.6% | 16.1% | 1.13 | Earnings Estimates |
| 19. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 15.3% | 15.8% | 18.7% | 16.0% | 1.13 | Earnings Estimates |
| 20. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
10.8% | 17.4% | 6.6% | 18.5% | 16.0% | 1.50 | Value With Price Momentum |
| 21. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
6.8% | 16.4% | 0.6% | 10.2% | 15.8% | 1.39 | Growth With Price Momentum |
| 22. |
Utilizing contrarian stocks with upward earnings revisions. |
5.4% | 22.3% | 14.5% | 20.4% | 15.3% | 1.36 | Earnings Estimates |
| 23. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
6.3% | 14.2% | 7.3% | 14.0% | 14.9% | 1.32 | Growth & Value |
| 24. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
9.5% | 10.2% | 3.4% | 7.2% | 14.5% | 1.85 | Growth With Price Momentum |
| 25. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
6.1% | 18.4% | 10.5% | 15.0% | 13.9% | 1.11 | Growth & Value |
| 26. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
8.4% | 16.6% | 16.4% | 19.3% | 13.7% | 1.19 | Value With Price Momentum |
| 27. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
9.2% | 3.8% | 3.0% | 11.1% | 13.0% | 1.54 | Growth |
| 28. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
17.7% | 18.9% | 3.3% | 14.9% | 13.0% | 1.92 | Growth & Value With Price Momentum |
| 29. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
6.4% | 12.2% | 5.2% | 12.8% | 13.0% | 1.03 | Growth & Value With Price Momentum |
| 30. |
An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market. |
12.1% | -6.9% | -0.1% | 13.6% | 12.6% | 1.70 | Value |
| 31. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.9% | 16.8% | 7.4% | 10.9% | 12.5% | 0.91 | Growth & Value |
| 32. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
5.9% | 13.0% | 9.1% | 13.5% | 12.1% | 1.28 | Growth |
| 33. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
11.6% | 21.4% | 21.3% | 21.0% | 11.9% | 2.26 | Growth With Price Momentum |
| 34. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
5.6% | -2.1% | 2.1% | 14.7% | 11.8% | 1.21 | Growth & Value |
| 35. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
0.0% | -7.2% | -21.7% | -4.4% | 11.8% | 2.74 | Growth & Value With Price Momentum |
| 36. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
4.9% | 10.7% | 3.2% | 14.6% | 11.2% | 1.36 | Value With Price Momentum |
| 37. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
0.0% | 3.7% | 3.0% | 9.2% | 11.2% | 2.21 | Growth With Price Momentum |
| 38. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
10.2% | -3.5% | -8.4% | 16.7% | 11.1% | 2.21 | Growth & Value |
| 39. |
This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership. |
2.8% | 0.6% | -0.5% | 10.4% | 11.1% | 1.85 | Value |
| 40. | S&P MidCap 400 Growth (TR)
|
7.4% | 16.5% | 8.9% | 12.5% | 10.9% | 1.31 | Indexes |
| 41. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
5.9% | 19.8% | 12.0% | 13.8% | 10.5% | 1.22 | Value |
| 42. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.6% | 10.6% | 11.1% | 13.3% | 10.4% | 1.28 | Growth & Value |
| 43. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.9% | 16.6% | 11.9% | 11.9% | 10.2% | 1.18 | Growth |
| 44. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
8.4% | 0.1% | 4.9% | 10.2% | 10.1% | 1.65 | Value |
| 45. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
4.1% | 10.2% | 4.3% | 9.7% | 10.0% | 1.25 | Growth & Value |
| 46. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
4.9% | 11.3% | 15.3% | 11.0% | 10.0% | 1.77 | Growth & Value |
| 47. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.3% | 18.7% | 12.9% | 13.7% | 9.9% | 1.24 | Growth & Value |
| 48. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.7% | 15.7% | 9.9% | 12.2% | 9.8% | 1.22 | Growth & Value |
| 49. |
Locating firms with a high proportion of cash to share price. |
6.3% | -5.3% | -0.6% | 8.4% | 9.6% | 1.37 | Value |
| 50. | All Exchange-Listed Stocks
|
7.6% | 10.1% | 5.6% | 12.4% | 9.2% | 1.38 | Indexes |
| 51. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
0.0% | 25.9% | 9.4% | 12.2% | 9.1% | 1.67 | Growth & Value |
| 52. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.3% | 14.1% | 8.4% | 15.9% | 8.4% | 1.37 | Growth & Value |
| 53. | S&P SmallCap 600 Growth (TR)
|
7.3% | 18.2% | 9.7% | 12.9% | 8.0% | 1.31 | Indexes |
| 54. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
8.0% | 13.3% | 5.8% | 13.7% | 7.8% | 1.43 | Growth & Value |
| 55. |
A screen for stocks with DRPs (dividend reinvestment plans). |
5.8% | 12.4% | 6.9% | 7.5% | 7.8% | 1.10 | Growth & Value |
| 56. |
Using the dividend-yield approach to invest during volatile markets. |
6.9% | 12.6% | 6.7% | 8.1% | 7.7% | 0.95 | Growth & Value |
| 57. | S&P MidCap 400
|
8.1% | 14.3% | 6.9% | 10.5% | 7.7% | 1.22 | Indexes |
| 58. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
7.2% | 9.2% | 3.6% | 9.6% | 7.5% | 0.89 | Value |
| 59. | S&P SmallCap 600 Value (TR)
|
7.2% | 15.1% | 7.6% | 11.5% | 7.3% | 1.22 | Indexes |
| 60. | S&P MidCap 400 Value (TR)
|
9.2% | 15.4% | 8.8% | 11.7% | 7.2% | 1.11 | Indexes |
| 61. | NASDAQ 100
|
2.9% | 14.6% | 9.4% | 10.5% | 6.7% | 1.82 | Indexes |
| 62. | S&P SmallCap 600
|
7.1% | 15.1% | 7.0% | 10.8% | 6.6% | 1.27 | Indexes |
| 63. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-4.1% | -3.4% | -9.3% | 9.0% | 6.4% | 1.46 | Growth & Value With Price Momentum |
| 64. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
4.6% | 8.5% | 8.4% | 9.3% | 5.8% | 1.25 | Growth |
| 65. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
5.8% | 11.9% | -1.3% | 6.4% | 5.7% | 1.19 | Value With Price Momentum |
| 66. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-2.1% | -19.0% | -9.0% | 1.5% | 5.1% | 1.34 | Growth & Value With Price Momentum |
| 67. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
7.1% | 9.0% | -2.5% | 6.4% | 4.8% | 1.35 | Value |
| 68. | S&P 500 Growth (TR)
|
5.4% | 14.0% | 6.9% | 8.0% | 4.1% | 1.10 | Indexes |
| 69. | S&P 500 Value (TR)
|
7.9% | 13.0% | 3.5% | 8.7% | 4.1% | 1.00 | Indexes |
| 70. | Dow Jones 30
|
7.3% | 10.8% | 2.8% | 5.9% | 3.4% | 0.97 | Indexes |
| 71. | S&P 500
|
6.2% | 11.1% | 2.6% | 6.1% | 2.6% | 1.00 | Indexes |
| 72. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
16.2% | -18.0% | -6.2% | 2.8% | 2.2% | 2.16 | Growth & Value |
| 73. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
8.1% | 15.8% | -0.2% | 3.2% | 1.4% | 1.23 | Value |
| 74. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
9.0% | 19.3% | -7.2% | 0.6% | 0.4% | 1.59 | Value |
| 75. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 76. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 77. |
Who insiders are, what requirements they must obey, and what insider data is important. |
7.7% | -5.9% | -5.9% | 2.1% | -1.6% | 1.81 | Specialty |
| 78. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
4.5% | 11.4% | 3.9% | 4.5% | -4.1% | 2.79 | Growth & Value |
Risk Index
Screen |
Annual Price Gain (%) | Category |
|||||
| YTD | 3 Yr | 5 Yr | 10 Yr | Inception | |||
| 1. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
7.2% | 9.2% | 3.6% | 9.6% | 7.5% | 0.89 | Value |
| 2. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.9% | 16.8% | 7.4% | 10.9% | 12.5% | 0.91 | Growth & Value |
| 3. |
Using the dividend-yield approach to invest during volatile markets. |
6.9% | 12.6% | 6.7% | 8.1% | 7.7% | 0.95 | Growth & Value |
| 4. | Dow Jones 30
|
7.3% | 10.8% | 2.8% | 5.9% | 3.4% | 0.97 | Indexes |
| 5. | S&P 500
|
6.2% | 11.1% | 2.6% | 6.1% | 2.6% | 1.00 | Indexes |
| 6. | S&P 500 Value (TR)
|
7.9% | 13.0% | 3.5% | 8.7% | 4.1% | 1.00 | Indexes |
| 7. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
6.4% | 12.2% | 5.2% | 12.8% | 13.0% | 1.03 | Growth & Value With Price Momentum |
| 8. | S&P 500 Growth (TR)
|
5.4% | 14.0% | 6.9% | 8.0% | 4.1% | 1.10 | Indexes |
| 9. |
A screen for stocks with DRPs (dividend reinvestment plans). |
5.8% | 12.4% | 6.9% | 7.5% | 7.8% | 1.10 | Growth & Value |
| 10. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
6.1% | 18.4% | 10.5% | 15.0% | 13.9% | 1.11 | Growth & Value |
| 11. | S&P MidCap 400 Value (TR)
|
9.2% | 15.4% | 8.8% | 11.7% | 7.2% | 1.11 | Indexes |
| 12. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 17.5% | 16.0% | 18.6% | 16.1% | 1.13 | Earnings Estimates |
| 13. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 15.3% | 15.8% | 18.7% | 16.0% | 1.13 | Earnings Estimates |
| 14. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.9% | 16.6% | 11.9% | 11.9% | 10.2% | 1.18 | Growth |
| 15. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
5.8% | 11.9% | -1.3% | 6.4% | 5.7% | 1.19 | Value With Price Momentum |
| 16. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
8.4% | 16.6% | 16.4% | 19.3% | 13.7% | 1.19 | Value With Price Momentum |
| 17. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
5.6% | -2.1% | 2.1% | 14.7% | 11.8% | 1.21 | Growth & Value |
| 18. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.7% | 15.7% | 9.9% | 12.2% | 9.8% | 1.22 | Growth & Value |
| 19. | S&P SmallCap 600 Value (TR)
|
7.2% | 15.1% | 7.6% | 11.5% | 7.3% | 1.22 | Indexes |
| 20. | S&P MidCap 400
|
8.1% | 14.3% | 6.9% | 10.5% | 7.7% | 1.22 | Indexes |
| 21. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
5.9% | 19.8% | 12.0% | 13.8% | 10.5% | 1.22 | Value |
| 22. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
8.1% | 15.8% | -0.2% | 3.2% | 1.4% | 1.23 | Value |
| 23. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.3% | 18.7% | 12.9% | 13.7% | 9.9% | 1.24 | Growth & Value |
| 24. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
4.1% | 10.2% | 4.3% | 9.7% | 10.0% | 1.25 | Growth & Value |
| 25. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
4.6% | 8.5% | 8.4% | 9.3% | 5.8% | 1.25 | Growth |
| 26. | S&P SmallCap 600
|
7.1% | 15.1% | 7.0% | 10.8% | 6.6% | 1.27 | Indexes |
| 27. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
5.9% | 13.0% | 9.1% | 13.5% | 12.1% | 1.28 | Growth |
| 28. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.6% | 10.6% | 11.1% | 13.3% | 10.4% | 1.28 | Growth & Value |
| 29. | S&P MidCap 400 Growth (TR)
|
7.4% | 16.5% | 8.9% | 12.5% | 10.9% | 1.31 | Indexes |
| 30. | S&P SmallCap 600 Growth (TR)
|
7.3% | 18.2% | 9.7% | 12.9% | 8.0% | 1.31 | Indexes |
| 31. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
8.0% | 12.5% | 6.6% | 20.6% | 17.9% | 1.31 | Growth & Value With Price Momentum |
| 32. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
6.3% | 14.2% | 7.3% | 14.0% | 14.9% | 1.32 | Growth & Value |
| 33. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-2.1% | -19.0% | -9.0% | 1.5% | 5.1% | 1.34 | Growth & Value With Price Momentum |
| 34. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
7.1% | 9.0% | -2.5% | 6.4% | 4.8% | 1.35 | Value |
| 35. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
4.9% | 10.7% | 3.2% | 14.6% | 11.2% | 1.36 | Value With Price Momentum |
| 36. |
Utilizing contrarian stocks with upward earnings revisions. |
5.4% | 22.3% | 14.5% | 20.4% | 15.3% | 1.36 | Earnings Estimates |
| 37. |
Locating firms with a high proportion of cash to share price. |
6.3% | -5.3% | -0.6% | 8.4% | 9.6% | 1.37 | Value |
| 38. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.3% | 14.1% | 8.4% | 15.9% | 8.4% | 1.37 | Growth & Value |
| 39. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
3.6% | 19.8% | 14.1% | 20.0% | 17.0% | 1.37 | Value |
| 40. | All Exchange-Listed Stocks
|
7.6% | 10.1% | 5.6% | 12.4% | 9.2% | 1.38 | Indexes |
| 41. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
6.8% | 16.4% | 0.6% | 10.2% | 15.8% | 1.39 | Growth With Price Momentum |
| 42. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
8.0% | 13.3% | 5.8% | 13.7% | 7.8% | 1.43 | Growth & Value |
| 43. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-4.1% | -3.4% | -9.3% | 9.0% | 6.4% | 1.46 | Growth & Value With Price Momentum |
| 44. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
9.6% | 41.2% | 17.0% | 20.7% | 20.1% | 1.47 | Growth & Value With Price Momentum |
| 45. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
10.8% | 17.4% | 6.6% | 18.5% | 16.0% | 1.50 | Value With Price Momentum |
| 46. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
7.4% | 19.3% | 5.4% | 20.6% | 18.1% | 1.50 | Value With Price Momentum |
| 47. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
9.2% | 3.8% | 3.0% | 11.1% | 13.0% | 1.54 | Growth |
| 48. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
9.0% | 19.3% | -7.2% | 0.6% | 0.4% | 1.59 | Value |
| 49. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
2.8% | 13.5% | 12.7% | 15.9% | 18.3% | 1.63 | Growth & Value |
| 50. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
8.4% | 0.1% | 4.9% | 10.2% | 10.1% | 1.65 | Value |
| 51. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
0.0% | 25.9% | 9.4% | 12.2% | 9.1% | 1.67 | Growth & Value |
| 52. |
An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market. |
12.1% | -6.9% | -0.1% | 13.6% | 12.6% | 1.70 | Value |
| 53. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 7.4% | 21.2% | 28.4% | 22.2% | 1.74 | Value |
| 54. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-4.6% | 12.5% | 3.6% | 16.9% | 18.0% | 1.75 | Value |
| 55. |
Introduction to the use of earnings estimates. |
3.9% | 23.8% | 24.5% | 30.6% | 28.3% | 1.75 | Earnings Estimates |
| 56. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
4.9% | 11.3% | 15.3% | 11.0% | 10.0% | 1.77 | Growth & Value |
| 57. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
6.9% | 9.8% | 15.1% | 17.4% | 17.1% | 1.77 | Value |
| 58. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate. |
2.7% | -2.1% | -8.4% | 11.8% | 19.1% | 1.79 | Growth & Value |
| 59. |
Who insiders are, what requirements they must obey, and what insider data is important. |
7.7% | -5.9% | -5.9% | 2.1% | -1.6% | 1.81 | Specialty |
| 60. | NASDAQ 100
|
2.9% | 14.6% | 9.4% | 10.5% | 6.7% | 1.82 | Indexes |
| 61. |
Introduction to the use of earnings estimates. |
5.9% | 21.5% | 23.9% | 29.9% | 25.4% | 1.84 | Earnings Estimates |
| 62. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
9.5% | 10.2% | 3.4% | 7.2% | 14.5% | 1.85 | Growth With Price Momentum |
| 63. |
This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership. |
2.8% | 0.6% | -0.5% | 10.4% | 11.1% | 1.85 | Value |
| 64. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
12.1% | 14.0% | 14.3% | 20.4% | 24.4% | 1.89 | Growth With Price Momentum |
| 65. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
9.4% | 5.1% | 1.8% | 17.9% | 23.8% | 1.92 | Value With Price Momentum |
| 66. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
17.7% | 18.9% | 3.3% | 14.9% | 13.0% | 1.92 | Growth & Value With Price Momentum |
| 67. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 68. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 69. |
A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers. |
46.4% | 45.3% | 33.5% | 33.3% | 25.9% | 2.06 | Value |
| 70. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
16.2% | -18.0% | -6.2% | 2.8% | 2.2% | 2.16 | Growth & Value |
| 71. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
0.4% | -8.5% | 1.8% | 11.5% | 16.1% | 2.17 | Growth & Value |
| 72. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.9% | 2.5% | 6.2% | 20.9% | 16.3% | 2.17 | Growth With Price Momentum |
| 73. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
10.2% | -3.5% | -8.4% | 16.7% | 11.1% | 2.21 | Growth & Value |
| 74. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
0.0% | 3.7% | 3.0% | 9.2% | 11.2% | 2.21 | Growth With Price Momentum |
| 75. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
11.6% | 21.4% | 21.3% | 21.0% | 11.9% | 2.26 | Growth With Price Momentum |
| 76. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
0.0% | -7.2% | -21.7% | -4.4% | 11.8% | 2.74 | Growth & Value With Price Momentum |
| 77. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
4.5% | 11.4% | 3.9% | 4.5% | -4.1% | 2.79 | Growth & Value |
| 78. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
9.9% | 22.6% | 22.2% | 29.0% | 21.6% | 2.91 | Growth & Value With Price Momentum |
Category
Screen |
Annual Price Gain (%) | Risk Index | Category |
||||
| YTD | 3 Yr | 5 Yr | 10 Yr | Inception | |||
| 1. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 2. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 3. |
Introduction to the use of earnings estimates. |
5.9% | 21.5% | 23.9% | 29.9% | 25.4% | 1.84 | Earnings Estimates |
| 4. |
Introduction to the use of earnings estimates. |
3.9% | 23.8% | 24.5% | 30.6% | 28.3% | 1.75 | Earnings Estimates |
| 5. |
Utilizing contrarian stocks with upward earnings revisions. |
5.4% | 22.3% | 14.5% | 20.4% | 15.3% | 1.36 | Earnings Estimates |
| 6. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 17.5% | 16.0% | 18.6% | 16.1% | 1.13 | Earnings Estimates |
| 7. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 15.3% | 15.8% | 18.7% | 16.0% | 1.13 | Earnings Estimates |
| 8. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
9.2% | 3.8% | 3.0% | 11.1% | 13.0% | 1.54 | Growth |
| 9. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
5.9% | 13.0% | 9.1% | 13.5% | 12.1% | 1.28 | Growth |
| 10. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.9% | 16.6% | 11.9% | 11.9% | 10.2% | 1.18 | Growth |
| 11. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
4.6% | 8.5% | 8.4% | 9.3% | 5.8% | 1.25 | Growth |
| 12. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.3% | 14.1% | 8.4% | 15.9% | 8.4% | 1.37 | Growth & Value |
| 13. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
10.2% | -3.5% | -8.4% | 16.7% | 11.1% | 2.21 | Growth & Value |
| 14. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
5.6% | -2.1% | 2.1% | 14.7% | 11.8% | 1.21 | Growth & Value |
| 15. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
0.4% | -8.5% | 1.8% | 11.5% | 16.1% | 2.17 | Growth & Value |
| 16. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
16.2% | -18.0% | -6.2% | 2.8% | 2.2% | 2.16 | Growth & Value |
| 17. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
4.1% | 10.2% | 4.3% | 9.7% | 10.0% | 1.25 | Growth & Value |
| 18. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
6.1% | 18.4% | 10.5% | 15.0% | 13.9% | 1.11 | Growth & Value |
| 19. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.7% | 15.7% | 9.9% | 12.2% | 9.8% | 1.22 | Growth & Value |
| 20. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.6% | 10.6% | 11.1% | 13.3% | 10.4% | 1.28 | Growth & Value |
| 21. |
Using the dividend-yield approach to invest during volatile markets. |
6.9% | 12.6% | 6.7% | 8.1% | 7.7% | 0.95 | Growth & Value |
| 22. |
A screen for stocks with DRPs (dividend reinvestment plans). |
5.8% | 12.4% | 6.9% | 7.5% | 7.8% | 1.10 | Growth & Value |
| 23. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.9% | 16.8% | 7.4% | 10.9% | 12.5% | 0.91 | Growth & Value |
| 24. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
4.9% | 11.3% | 15.3% | 11.0% | 10.0% | 1.77 | Growth & Value |
| 25. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
0.0% | 25.9% | 9.4% | 12.2% | 9.1% | 1.67 | Growth & Value |
| 26. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.3% | 18.7% | 12.9% | 13.7% | 9.9% | 1.24 | Growth & Value |
| 27. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
8.0% | 13.3% | 5.8% | 13.7% | 7.8% | 1.43 | Growth & Value |
| 28. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate. |
2.7% | -2.1% | -8.4% | 11.8% | 19.1% | 1.79 | Growth & Value |
| 29. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
6.3% | 14.2% | 7.3% | 14.0% | 14.9% | 1.32 | Growth & Value |
| 30. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
4.5% | 11.4% | 3.9% | 4.5% | -4.1% | 2.79 | Growth & Value |
| 31. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
2.8% | 13.5% | 12.7% | 15.9% | 18.3% | 1.63 | Growth & Value |
| 32. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
17.7% | 18.9% | 3.3% | 14.9% | 13.0% | 1.92 | Growth & Value With Price Momentum |
| 33. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
8.0% | 12.5% | 6.6% | 20.6% | 17.9% | 1.31 | Growth & Value With Price Momentum |
| 34. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
6.4% | 12.2% | 5.2% | 12.8% | 13.0% | 1.03 | Growth & Value With Price Momentum |
| 35. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-4.1% | -3.4% | -9.3% | 9.0% | 6.4% | 1.46 | Growth & Value With Price Momentum |
| 36. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
0.0% | -7.2% | -21.7% | -4.4% | 11.8% | 2.74 | Growth & Value With Price Momentum |
| 37. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
9.9% | 22.6% | 22.2% | 29.0% | 21.6% | 2.91 | Growth & Value With Price Momentum |
| 38. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-2.1% | -19.0% | -9.0% | 1.5% | 5.1% | 1.34 | Growth & Value With Price Momentum |
| 39. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
9.6% | 41.2% | 17.0% | 20.7% | 20.1% | 1.47 | Growth & Value With Price Momentum |
| 40. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.9% | 2.5% | 6.2% | 20.9% | 16.3% | 2.17 | Growth With Price Momentum |
| 41. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
11.6% | 21.4% | 21.3% | 21.0% | 11.9% | 2.26 | Growth With Price Momentum |
| 42. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
0.0% | 3.7% | 3.0% | 9.2% | 11.2% | 2.21 | Growth With Price Momentum |
| 43. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
12.1% | 14.0% | 14.3% | 20.4% | 24.4% | 1.89 | Growth With Price Momentum |
| 44. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
6.8% | 16.4% | 0.6% | 10.2% | 15.8% | 1.39 | Growth With Price Momentum |
| 45. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
9.5% | 10.2% | 3.4% | 7.2% | 14.5% | 1.85 | Growth With Price Momentum |
| 46. | NASDAQ 100
|
2.9% | 14.6% | 9.4% | 10.5% | 6.7% | 1.82 | Indexes |
| 47. | S&P 500
|
6.2% | 11.1% | 2.6% | 6.1% | 2.6% | 1.00 | Indexes |
| 48. | S&P 500 Growth (TR)
|
5.4% | 14.0% | 6.9% | 8.0% | 4.1% | 1.10 | Indexes |
| 49. | S&P 500 Value (TR)
|
7.9% | 13.0% | 3.5% | 8.7% | 4.1% | 1.00 | Indexes |
| 50. | S&P MidCap 400
|
8.1% | 14.3% | 6.9% | 10.5% | 7.7% | 1.22 | Indexes |
| 51. | S&P MidCap 400 Growth (TR)
|
7.4% | 16.5% | 8.9% | 12.5% | 10.9% | 1.31 | Indexes |
| 52. | S&P MidCap 400 Value (TR)
|
9.2% | 15.4% | 8.8% | 11.7% | 7.2% | 1.11 | Indexes |
| 53. | S&P SmallCap 600
|
7.1% | 15.1% | 7.0% | 10.8% | 6.6% | 1.27 | Indexes |
| 54. | S&P SmallCap 600 Growth (TR)
|
7.3% | 18.2% | 9.7% | 12.9% | 8.0% | 1.31 | Indexes |
| 55. | S&P SmallCap 600 Value (TR)
|
7.2% | 15.1% | 7.6% | 11.5% | 7.3% | 1.22 | Indexes |
| 56. | All Exchange-Listed Stocks
|
7.6% | 10.1% | 5.6% | 12.4% | 9.2% | 1.38 | Indexes |
| 57. | Dow Jones 30
|
7.3% | 10.8% | 2.8% | 5.9% | 3.4% | 0.97 | Indexes |
| 58. |
Who insiders are, what requirements they must obey, and what insider data is important. |
7.7% | -5.9% | -5.9% | 2.1% | -1.6% | 1.81 | Specialty |
| 59. |
An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market. |
12.1% | -6.9% | -0.1% | 13.6% | 12.6% | 1.70 | Value |
| 60. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
3.6% | 19.8% | 14.1% | 20.0% | 17.0% | 1.37 | Value |
| 61. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
7.2% | 9.2% | 3.6% | 9.6% | 7.5% | 0.89 | Value |
| 62. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-4.6% | 12.5% | 3.6% | 16.9% | 18.0% | 1.75 | Value |
| 63. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 7.4% | 21.2% | 28.4% | 22.2% | 1.74 | Value |
| 64. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
8.4% | 0.1% | 4.9% | 10.2% | 10.1% | 1.65 | Value |
| 65. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
8.1% | 15.8% | -0.2% | 3.2% | 1.4% | 1.23 | Value |
| 66. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
9.0% | 19.3% | -7.2% | 0.6% | 0.4% | 1.59 | Value |
| 67. |
Locating firms with a high proportion of cash to share price. |
6.3% | -5.3% | -0.6% | 8.4% | 9.6% | 1.37 | Value |
| 68. |
This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership. |
2.8% | 0.6% | -0.5% | 10.4% | 11.1% | 1.85 | Value |
| 69. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
7.1% | 9.0% | -2.5% | 6.4% | 4.8% | 1.35 | Value |
| 70. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
5.9% | 19.8% | 12.0% | 13.8% | 10.5% | 1.22 | Value |
| 71. |
A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers. |
46.4% | 45.3% | 33.5% | 33.3% | 25.9% | 2.06 | Value |
| 72. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
6.9% | 9.8% | 15.1% | 17.4% | 17.1% | 1.77 | Value |
| 73. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
4.9% | 10.7% | 3.2% | 14.6% | 11.2% | 1.36 | Value With Price Momentum |
| 74. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
10.8% | 17.4% | 6.6% | 18.5% | 16.0% | 1.50 | Value With Price Momentum |
| 75. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
5.8% | 11.9% | -1.3% | 6.4% | 5.7% | 1.19 | Value With Price Momentum |
| 76. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
7.4% | 19.3% | 5.4% | 20.6% | 18.1% | 1.50 | Value With Price Momentum |
| 77. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
9.4% | 5.1% | 1.8% | 17.9% | 23.8% | 1.92 | Value With Price Momentum |
| 78. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
8.4% | 16.6% | 16.4% | 19.3% | 13.7% | 1.19 | Value With Price Momentum |
Alphabetical
Screen |
Annual Price Gain (%) | Risk Index | Category |
||||
| YTD | 3 Yr | 5 Yr | 10 Yr | Inception | |||
| 1. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-4.1% | -3.4% | -9.3% | 9.0% | 6.4% | 1.46 | Growth & Value With Price Momentum |
| 2. | All Exchange-Listed Stocks
|
7.6% | 10.1% | 5.6% | 12.4% | 9.2% | 1.38 | Indexes |
| 3. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
6.1% | 18.4% | 10.5% | 15.0% | 13.9% | 1.11 | Growth & Value |
| 4. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.7% | 15.7% | 9.9% | 12.2% | 9.8% | 1.22 | Growth & Value |
| 5. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
5.6% | 10.6% | 11.1% | 13.3% | 10.4% | 1.28 | Growth & Value |
| 6. |
Locating firms with a high proportion of cash to share price. |
6.3% | -5.3% | -0.6% | 8.4% | 9.6% | 1.37 | Value |
| 7. |
Using the dividend-yield approach to invest during volatile markets. |
6.9% | 12.6% | 6.7% | 8.1% | 7.7% | 0.95 | Growth & Value |
| 8. |
A screen for stocks with DRPs (dividend reinvestment plans). |
5.8% | 12.4% | 6.9% | 7.5% | 7.8% | 1.10 | Growth & Value |
| 9. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.9% | 16.8% | 7.4% | 10.9% | 12.5% | 0.91 | Growth & Value |
| 10. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
8.1% | 15.8% | -0.2% | 3.2% | 1.4% | 1.23 | Value |
| 11. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
9.0% | 19.3% | -7.2% | 0.6% | 0.4% | 1.59 | Value |
| 12. | Dow Jones 30
|
7.3% | 10.8% | 2.8% | 5.9% | 3.4% | 0.97 | Indexes |
| 13. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
4.1% | 10.2% | 4.3% | 9.7% | 10.0% | 1.25 | Growth & Value |
| 14. |
Utilizing contrarian stocks with upward earnings revisions. |
5.4% | 22.3% | 14.5% | 20.4% | 15.3% | 1.36 | Earnings Estimates |
| 15. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
11.6% | 21.4% | 21.3% | 21.0% | 11.9% | 2.26 | Growth With Price Momentum |
| 16. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
9.2% | 3.8% | 3.0% | 11.1% | 13.0% | 1.54 | Growth |
| 17. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 18. |
Introduction to the use of earnings estimates. |
7.8% | 2.8% | 1.0% | 6.7% | -0.4% | 1.96 | Earnings Estimates |
| 19. |
Introduction to the use of earnings estimates. |
5.9% | 21.5% | 23.9% | 29.9% | 25.4% | 1.84 | Earnings Estimates |
| 20. |
Introduction to the use of earnings estimates. |
3.9% | 23.8% | 24.5% | 30.6% | 28.3% | 1.75 | Earnings Estimates |
| 21. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
16.2% | -18.0% | -6.2% | 2.8% | 2.2% | 2.16 | Growth & Value |
| 22. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
0.0% | 3.7% | 3.0% | 9.2% | 11.2% | 2.21 | Growth With Price Momentum |
| 23. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
0.4% | -8.5% | 1.8% | 11.5% | 16.1% | 2.17 | Growth & Value |
| 24. |
An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market. |
12.1% | -6.9% | -0.1% | 13.6% | 12.6% | 1.70 | Value |
| 25. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
3.6% | 19.8% | 14.1% | 20.0% | 17.0% | 1.37 | Value |
| 26. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
7.2% | 9.2% | 3.6% | 9.6% | 7.5% | 0.89 | Value |
| 27. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-4.6% | 12.5% | 3.6% | 16.9% | 18.0% | 1.75 | Value |
| 28. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 7.4% | 21.2% | 28.4% | 22.2% | 1.74 | Value |
| 29. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.9% | 16.6% | 11.9% | 11.9% | 10.2% | 1.18 | Growth |
| 30. |
Who insiders are, what requirements they must obey, and what insider data is important. |
7.7% | -5.9% | -5.9% | 2.1% | -1.6% | 1.81 | Specialty |
| 31. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
4.6% | 8.5% | 8.4% | 9.3% | 5.8% | 1.25 | Growth |
| 32. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.3% | 14.1% | 8.4% | 15.9% | 8.4% | 1.37 | Growth & Value |
| 33. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
6.9% | 2.5% | 6.2% | 20.9% | 16.3% | 2.17 | Growth With Price Momentum |
| 34. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
10.2% | -3.5% | -8.4% | 16.7% | 11.1% | 2.21 | Growth & Value |
| 35. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
8.4% | 16.6% | 16.4% | 19.3% | 13.7% | 1.19 | Value With Price Momentum |
| 36. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
5.6% | -2.1% | 2.1% | 14.7% | 11.8% | 1.21 | Growth & Value |
| 37. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
8.4% | 0.1% | 4.9% | 10.2% | 10.1% | 1.65 | Value |
| 38. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
0.0% | -7.2% | -21.7% | -4.4% | 11.8% | 2.74 | Growth & Value With Price Momentum |
| 39. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
9.9% | 22.6% | 22.2% | 29.0% | 21.6% | 2.91 | Growth & Value With Price Momentum |
| 40. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-2.1% | -19.0% | -9.0% | 1.5% | 5.1% | 1.34 | Growth & Value With Price Momentum |
| 41. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
4.5% | 11.4% | 3.9% | 4.5% | -4.1% | 2.79 | Growth & Value |
| 42. | NASDAQ 100
|
2.9% | 14.6% | 9.4% | 10.5% | 6.7% | 1.82 | Indexes |
| 43. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
2.8% | 13.5% | 12.7% | 15.9% | 18.3% | 1.63 | Growth & Value |
| 44. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
12.1% | 14.0% | 14.3% | 20.4% | 24.4% | 1.89 | Growth With Price Momentum |
| 45. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
6.8% | 16.4% | 0.6% | 10.2% | 15.8% | 1.39 | Growth With Price Momentum |
| 46. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
9.5% | 10.2% | 3.4% | 7.2% | 14.5% | 1.85 | Growth With Price Momentum |
| 47. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
4.9% | 10.7% | 3.2% | 14.6% | 11.2% | 1.36 | Value With Price Momentum |
| 48. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
10.8% | 17.4% | 6.6% | 18.5% | 16.0% | 1.50 | Value With Price Momentum |
| 49. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
5.8% | 11.9% | -1.3% | 6.4% | 5.7% | 1.19 | Value With Price Momentum |
| 50. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
7.4% | 19.3% | 5.4% | 20.6% | 18.1% | 1.50 | Value With Price Momentum |
| 51. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
9.4% | 5.1% | 1.8% | 17.9% | 23.8% | 1.92 | Value With Price Momentum |
| 52. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
7.1% | 9.0% | -2.5% | 6.4% | 4.8% | 1.35 | Value |
| 53. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
17.7% | 18.9% | 3.3% | 14.9% | 13.0% | 1.92 | Growth & Value With Price Momentum |
| 54. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 17.5% | 16.0% | 18.6% | 16.1% | 1.13 | Earnings Estimates |
| 55. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
8.4% | 15.3% | 15.8% | 18.7% | 16.0% | 1.13 | Earnings Estimates |
| 56. |
A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers. |
46.4% | 45.3% | 33.5% | 33.3% | 25.9% | 2.06 | Value |
| 57. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
6.9% | 9.8% | 15.1% | 17.4% | 17.1% | 1.77 | Value |
| 58. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
6.3% | 14.2% | 7.3% | 14.0% | 14.9% | 1.32 | Growth & Value |
| 59. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
5.9% | 13.0% | 9.1% | 13.5% | 12.1% | 1.28 | Growth |
| 60. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
4.9% | 11.3% | 15.3% | 11.0% | 10.0% | 1.77 | Growth & Value |
| 61. | S&P 500
|
6.2% | 11.1% | 2.6% | 6.1% | 2.6% | 1.00 | Indexes |
| 62. | S&P 500 Growth (TR)
|
5.4% | 14.0% | 6.9% | 8.0% | 4.1% | 1.10 | Indexes |
| 63. | S&P 500 Value (TR)
|
7.9% | 13.0% | 3.5% | 8.7% | 4.1% | 1.00 | Indexes |
| 64. | S&P MidCap 400
|
8.1% | 14.3% | 6.9% | 10.5% | 7.7% | 1.22 | Indexes |
| 65. | S&P MidCap 400 Growth (TR)
|
7.4% | 16.5% | 8.9% | 12.5% | 10.9% | 1.31 | Indexes |
| 66. | S&P MidCap 400 Value (TR)
|
9.2% | 15.4% | 8.8% | 11.7% | 7.2% | 1.11 | Indexes |
| 67. | S&P SmallCap 600
|
7.1% | 15.1% | 7.0% | 10.8% | 6.6% | 1.27 | Indexes |
| 68. | S&P SmallCap 600 Growth (TR)
|
7.3% | 18.2% | 9.7% | 12.9% | 8.0% | 1.31 | Indexes |
| 69. | S&P SmallCap 600 Value (TR)
|
7.2% | 15.1% | 7.6% | 11.5% | 7.3% | 1.22 | Indexes |
| 70. |
This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership. |
2.8% | 0.6% | -0.5% | 10.4% | 11.1% | 1.85 | Value |
| 71. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
9.6% | 41.2% | 17.0% | 20.7% | 20.1% | 1.47 | Growth & Value With Price Momentum |
| 72. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
0.0% | 25.9% | 9.4% | 12.2% | 9.1% | 1.67 | Growth & Value |
| 73. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.3% | 18.7% | 12.9% | 13.7% | 9.9% | 1.24 | Growth & Value |
| 74. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
8.0% | 12.5% | 6.6% | 20.6% | 17.9% | 1.31 | Growth & Value With Price Momentum |
| 75. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
6.4% | 12.2% | 5.2% | 12.8% | 13.0% | 1.03 | Growth & Value With Price Momentum |
| 76. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
8.0% | 13.3% | 5.8% | 13.7% | 7.8% | 1.43 | Growth & Value |
| 77. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
5.9% | 19.8% | 12.0% | 13.8% | 10.5% | 1.22 | Value |
| 78. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate. |
2.7% | -2.1% | -8.4% | 11.8% | 19.1% | 1.79 | Growth & Value |
| Benchmark: S&P 500 | 6.2% | 11.1% | 2.6% | 6.1% | 2.6% | 1.00 |

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