Stock Screens

The purpose of AAII's Stock Screen area is to provide you with access to a wide range of stock strategies and investment approaches.

We update our stock screens monthly, covering over 60 stock investment strategies as well as the companies that pass each screen.

Data as of 4/30/2013

Screen Performance Snapshots (click tabs to change sort order)

YTD

Screen	Annual Price Gain (%)					Risk Index	Category
	YTD	3 Yr	5 Yr	10 Yr	Inception

1.	Piotroski: High F-Score 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.	70.2%	44.4%	38.7%	34.1%	25.6%	2.06	Value
2.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.2%	2.4%	6.8%	18.0%	23.6%	1.93	Value With Price Momentum
3.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	22.5%	39.4%	20.9%	21.0%	19.8%	1.47	Growth & Value With Price Momentum
4.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	20.6%	13.6%	4.2%	16.0%	12.9%	1.92	Growth & Value With Price Momentum
5.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	19.5%	7.5%	18.1%	17.8%	16.9%	1.77	Value
6.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	19.0%	17.4%	21.6%	19.6%	11.8%	2.26	Growth With Price Momentum
7.	S&P MidCap 400 Value (TR)	18.3%	14.3%	8.9%	11.8%	7.1%	1.11	Indexes
8.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	18.3%	18.9%	8.0%	20.3%	17.8%	1.50	Value With Price Momentum
9.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.2%	17.6%	1.2%	3.3%	1.3%	1.23	Value
10.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	17.8%	9.3%	4.7%	2.9%	-4.0%	2.78	Growth & Value
11.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	17.5%	10.4%	4.3%	9.6%	7.4%	0.89	Value
12.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	17.2%	21.1%	-6.0%	0.3%	0.4%	1.59	Value
13.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	16.0%	-1.7%	6.2%	9.6%	10.0%	1.65	Value
14.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	15.9%	12.0%	7.0%	17.5%	15.8%	1.50	Value With Price Momentum
15.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	15.2%	9.2%	-0.2%	6.3%	5.6%	1.20	Value With Price Momentum
16.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	14.8%	17.6%	11.5%	14.9%	13.7%	1.11	Growth & Value
17.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	14.2%	10.1%	5.7%	9.5%	9.8%	1.25	Growth & Value
18.	S&P 500 Value (TR)	14.0%	12.1%	3.9%	8.4%	4.0%	1.00	Indexes
19.	S&P MidCap 400	13.7%	12.1%	6.7%	10.2%	7.6%	1.20	Indexes
20.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	13.6%	11.7%	14.1%	16.1%	18.1%	1.63	Growth & Value
21.	S&P MidCap 400 Growth (TR)	13.5%	12.9%	8.4%	11.9%	10.8%	1.31	Indexes
22.	Dow Jones 30	13.2%	10.5%	3.0%	5.8%	3.3%	0.97	Indexes
23.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	12.9%	10.7%	18.5%	10.0%	9.9%	1.77	Growth & Value
24.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	12.7%	8.9%	11.0%	12.5%	10.3%	1.28	Growth & Value
25.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	12.7%	18.4%	25.2%	29.5%	25.1%	1.84	Earnings Estimates
26.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	12.1%	13.5%	16.1%	18.4%	13.6%	1.19	Value With Price Momentum
27.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	12.1%	-1.2%	3.2%	10.1%	12.8%	1.54	Growth
28.	S&P 500	12.0%	10.4%	2.9%	5.7%	2.5%	1.00	Indexes
29.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	11.8%	13.6%	9.4%	11.8%	9.7%	1.22	Growth & Value
30.	S&P SmallCap 600 Value (TR)	11.7%	11.4%	7.7%	11.0%	7.2%	1.22	Indexes
31.	S&P 500 Growth (TR)	11.6%	13.6%	7.0%	7.7%	4.1%	1.10	Indexes
32.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	11.6%	21.0%	15.3%	19.3%	15.1%	1.36	Earnings Estimates
33.	All Exchange-Listed Stocks	11.5%	6.4%	6.4%	11.6%	9.1%	1.38	Indexes
34.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	11.3%	12.6%	14.0%	17.5%	15.8%	1.13	Earnings Estimates
35.	S&P SmallCap 600 Growth (TR)	11.3%	14.8%	9.4%	12.3%	8.0%	1.31	Indexes
36.	Fundamental Rule of Thumb 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.	11.2%	-10.1%	0.4%	11.7%	12.5%	1.70	Value
37.	S&P SmallCap 600	11.1%	11.6%	6.9%	10.2%	6.5%	1.27	Indexes
38.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	11.1%	18.8%	13.7%	13.3%	9.8%	1.24	Growth & Value
39.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	11.0%	-5.9%	-6.5%	16.7%	11.0%	2.21	Growth & Value
40.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	10.7%	14.2%	2.4%	9.4%	15.6%	1.39	Growth With Price Momentum
41.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.3%	1.4%	8.3%	19.5%	16.1%	2.16	Growth With Price Momentum
42.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.2%	8.6%	-2.2%	5.6%	4.7%	1.34	Value
43.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.9%	10.0%	5.4%	12.2%	12.9%	1.03	Growth & Value With Price Momentum
44.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	9.9%	10.5%	7.6%	13.6%	14.7%	1.32	Growth & Value
45.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	9.5%	-3.0%	0.3%	5.4%	-0.5%	2.34	Earnings Estimates
46.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	9.5%	8.7%	4.8%	12.5%	7.7%	1.43	Growth & Value
47.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.4%	9.5%	5.8%	18.9%	17.7%	1.31	Growth & Value With Price Momentum
48.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	9.3%	25.3%	9.1%	12.8%	9.0%	1.67	Growth & Value
49.	Est Rev: Down 5% Introduction to the use of earnings estimates.	9.3%	-2.3%	0.4%	4.9%	-0.4%	1.96	Earnings Estimates
50.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	9.3%	10.9%	6.5%	7.7%	7.6%	0.95	Growth & Value
51.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	8.6%	6.5%	0.2%	6.1%	14.3%	1.84	Growth With Price Momentum
52.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.5%	-6.6%	-1.0%	7.3%	9.4%	1.37	Value
53.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.1%	15.8%	7.5%	10.4%	12.3%	0.91	Growth & Value
54.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	7.8%	13.7%	11.2%	10.9%	10.1%	1.18	Growth
55.	NASDAQ 100	7.5%	12.6%	8.3%	10.0%	6.7%	1.82	Indexes
56.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	7.2%	-10.9%	-5.6%	1.0%	-1.5%	1.82	Specialty
57.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.1%	12.0%	7.3%	15.4%	8.3%	1.37	Growth & Value
58.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.7%	9.8%	5.5%	6.7%	7.7%	1.10	Growth & Value
59.	Est Rev: Up 5% Introduction to the use of earnings estimates.	6.4%	20.2%	24.1%	29.7%	27.9%	1.75	Earnings Estimates
60.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	6.3%	7.9%	6.0%	8.2%	5.7%	1.25	Growth
61.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	6.3%	-5.2%	2.6%	14.1%	11.6%	1.21	Growth & Value
62.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	6.1%	9.2%	9.7%	12.3%	12.0%	1.28	Growth
63.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.1%	1.89	Growth With Price Momentum
64.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	5.7%	14.8%	13.5%	18.8%	16.8%	1.37	Value
65.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	4.8%	7.2%	3.6%	13.7%	11.1%	1.36	Value With Price Momentum
66.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.	3.8%	-2.2%	-9.2%	10.4%	18.9%	1.79	Growth & Value
67.	Schloss 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.	3.7%	-0.2%	-0.2%	9.9%	11.0%	1.85	Value
68.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	3.7%	-24.0%	-9.7%	0.4%	2.2%	2.17	Growth & Value
69.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	2.5%	9.3%	4.3%	17.0%	17.8%	1.75	Value
70.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	2.4%	15.2%	9.6%	12.0%	10.4%	1.22	Value
71.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-9.3%	4.7%	9.9%	15.9%	2.17	Growth & Value
72.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	0.1%	2.2%	18.1%	25.8%	21.9%	1.74	Value
73.	Foolish Small Cap 8 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%	-0.1%	2.1%	6.4%	11.0%	2.21	Growth With Price Momentum
74.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-6.1%	11.7%	2.73	Growth & Value With Price Momentum
75.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	-2.7%	-2.1%	-9.4%	7.2%	6.3%	1.46	Growth & Value With Price Momentum
76.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-14.5%	11.2%	16.5%	21.7%	21.3%	2.93	Growth & Value With Price Momentum
77.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.9%	-28.7%	-13.1%	-2.1%	5.1%	1.36	Growth & Value With Price Momentum

3-Year

Screen	Annual Price Gain (%)					Risk Index	Category
	YTD	3 Yr	5 Yr	10 Yr	Inception

1.	Piotroski: High F-Score 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.	70.2%	44.4%	38.7%	34.1%	25.6%	2.06	Value
2.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	22.5%	39.4%	20.9%	21.0%	19.8%	1.47	Growth & Value With Price Momentum
3.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	9.3%	25.3%	9.1%	12.8%	9.0%	1.67	Growth & Value
4.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	17.2%	21.1%	-6.0%	0.3%	0.4%	1.59	Value
5.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	11.6%	21.0%	15.3%	19.3%	15.1%	1.36	Earnings Estimates
6.	Est Rev: Up 5% Introduction to the use of earnings estimates.	6.4%	20.2%	24.1%	29.7%	27.9%	1.75	Earnings Estimates
7.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	18.3%	18.9%	8.0%	20.3%	17.8%	1.50	Value With Price Momentum
8.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	11.1%	18.8%	13.7%	13.3%	9.8%	1.24	Growth & Value
9.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	12.7%	18.4%	25.2%	29.5%	25.1%	1.84	Earnings Estimates
10.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.2%	17.6%	1.2%	3.3%	1.3%	1.23	Value
11.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	14.8%	17.6%	11.5%	14.9%	13.7%	1.11	Growth & Value
12.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	19.0%	17.4%	21.6%	19.6%	11.8%	2.26	Growth With Price Momentum
13.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.1%	15.8%	7.5%	10.4%	12.3%	0.91	Growth & Value
14.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	2.4%	15.2%	9.6%	12.0%	10.4%	1.22	Value
15.	S&P SmallCap 600 Growth (TR)	11.3%	14.8%	9.4%	12.3%	8.0%	1.31	Indexes
16.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	5.7%	14.8%	13.5%	18.8%	16.8%	1.37	Value
17.	S&P MidCap 400 Value (TR)	18.3%	14.3%	8.9%	11.8%	7.1%	1.11	Indexes
18.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	10.7%	14.2%	2.4%	9.4%	15.6%	1.39	Growth With Price Momentum
19.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	7.8%	13.7%	11.2%	10.9%	10.1%	1.18	Growth
20.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	11.8%	13.6%	9.4%	11.8%	9.7%	1.22	Growth & Value
21.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	20.6%	13.6%	4.2%	16.0%	12.9%	1.92	Growth & Value With Price Momentum
22.	S&P 500 Growth (TR)	11.6%	13.6%	7.0%	7.7%	4.1%	1.10	Indexes
23.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	12.1%	13.5%	16.1%	18.4%	13.6%	1.19	Value With Price Momentum
24.	S&P MidCap 400 Growth (TR)	13.5%	12.9%	8.4%	11.9%	10.8%	1.31	Indexes
25.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	11.3%	12.6%	14.0%	17.5%	15.8%	1.13	Earnings Estimates
26.	NASDAQ 100	7.5%	12.6%	8.3%	10.0%	6.7%	1.82	Indexes
27.	S&P 500 Value (TR)	14.0%	12.1%	3.9%	8.4%	4.0%	1.00	Indexes
28.	S&P MidCap 400	13.7%	12.1%	6.7%	10.2%	7.6%	1.20	Indexes
29.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	15.9%	12.0%	7.0%	17.5%	15.8%	1.50	Value With Price Momentum
30.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.1%	12.0%	7.3%	15.4%	8.3%	1.37	Growth & Value
31.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.1%	1.89	Growth With Price Momentum
32.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	13.6%	11.7%	14.1%	16.1%	18.1%	1.63	Growth & Value
33.	S&P SmallCap 600	11.1%	11.6%	6.9%	10.2%	6.5%	1.27	Indexes
34.	S&P SmallCap 600 Value (TR)	11.7%	11.4%	7.7%	11.0%	7.2%	1.22	Indexes
35.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-14.5%	11.2%	16.5%	21.7%	21.3%	2.93	Growth & Value With Price Momentum
36.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	9.3%	10.9%	6.5%	7.7%	7.6%	0.95	Growth & Value
37.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	12.9%	10.7%	18.5%	10.0%	9.9%	1.77	Growth & Value
38.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	9.9%	10.5%	7.6%	13.6%	14.7%	1.32	Growth & Value
39.	Dow Jones 30	13.2%	10.5%	3.0%	5.8%	3.3%	0.97	Indexes
40.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	17.5%	10.4%	4.3%	9.6%	7.4%	0.89	Value
41.	S&P 500	12.0%	10.4%	2.9%	5.7%	2.5%	1.00	Indexes
42.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	14.2%	10.1%	5.7%	9.5%	9.8%	1.25	Growth & Value
43.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.9%	10.0%	5.4%	12.2%	12.9%	1.03	Growth & Value With Price Momentum
44.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.7%	9.8%	5.5%	6.7%	7.7%	1.10	Growth & Value
45.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.4%	9.5%	5.8%	18.9%	17.7%	1.31	Growth & Value With Price Momentum
46.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	17.8%	9.3%	4.7%	2.9%	-4.0%	2.78	Growth & Value
47.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	2.5%	9.3%	4.3%	17.0%	17.8%	1.75	Value
48.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	15.2%	9.2%	-0.2%	6.3%	5.6%	1.20	Value With Price Momentum
49.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	6.1%	9.2%	9.7%	12.3%	12.0%	1.28	Growth
50.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	12.7%	8.9%	11.0%	12.5%	10.3%	1.28	Growth & Value
51.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	9.5%	8.7%	4.8%	12.5%	7.7%	1.43	Growth & Value
52.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.2%	8.6%	-2.2%	5.6%	4.7%	1.34	Value
53.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	6.3%	7.9%	6.0%	8.2%	5.7%	1.25	Growth
54.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	19.5%	7.5%	18.1%	17.8%	16.9%	1.77	Value
55.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	4.8%	7.2%	3.6%	13.7%	11.1%	1.36	Value With Price Momentum
56.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	8.6%	6.5%	0.2%	6.1%	14.3%	1.84	Growth With Price Momentum
57.	All Exchange-Listed Stocks	11.5%	6.4%	6.4%	11.6%	9.1%	1.38	Indexes
58.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.2%	2.4%	6.8%	18.0%	23.6%	1.93	Value With Price Momentum
59.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	0.1%	2.2%	18.1%	25.8%	21.9%	1.74	Value
60.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.3%	1.4%	8.3%	19.5%	16.1%	2.16	Growth With Price Momentum
61.	Foolish Small Cap 8 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%	-0.1%	2.1%	6.4%	11.0%	2.21	Growth With Price Momentum
62.	Schloss 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.	3.7%	-0.2%	-0.2%	9.9%	11.0%	1.85	Value
63.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	12.1%	-1.2%	3.2%	10.1%	12.8%	1.54	Growth
64.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	16.0%	-1.7%	6.2%	9.6%	10.0%	1.65	Value
65.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	-2.7%	-2.1%	-9.4%	7.2%	6.3%	1.46	Growth & Value With Price Momentum
66.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.	3.8%	-2.2%	-9.2%	10.4%	18.9%	1.79	Growth & Value
67.	Est Rev: Down 5% Introduction to the use of earnings estimates.	9.3%	-2.3%	0.4%	4.9%	-0.4%	1.96	Earnings Estimates
68.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	9.5%	-3.0%	0.3%	5.4%	-0.5%	2.34	Earnings Estimates
69.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	6.3%	-5.2%	2.6%	14.1%	11.6%	1.21	Growth & Value
70.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	11.0%	-5.9%	-6.5%	16.7%	11.0%	2.21	Growth & Value
71.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.5%	-6.6%	-1.0%	7.3%	9.4%	1.37	Value
72.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-6.1%	11.7%	2.73	Growth & Value With Price Momentum
73.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-9.3%	4.7%	9.9%	15.9%	2.17	Growth & Value
74.	Fundamental Rule of Thumb 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.	11.2%	-10.1%	0.4%	11.7%	12.5%	1.70	Value
75.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	7.2%	-10.9%	-5.6%	1.0%	-1.5%	1.82	Specialty
76.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	3.7%	-24.0%	-9.7%	0.4%	2.2%	2.17	Growth & Value
77.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.9%	-28.7%	-13.1%	-2.1%	5.1%	1.36	Growth & Value With Price Momentum

5-Year

Screen	Annual Price Gain (%)					Risk Index	Category
	YTD	3 Yr	5 Yr	10 Yr	Inception

1.	Piotroski: High F-Score 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.	70.2%	44.4%	38.7%	34.1%	25.6%	2.06	Value
2.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	12.7%	18.4%	25.2%	29.5%	25.1%	1.84	Earnings Estimates
3.	Est Rev: Up 5% Introduction to the use of earnings estimates.	6.4%	20.2%	24.1%	29.7%	27.9%	1.75	Earnings Estimates
4.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	19.0%	17.4%	21.6%	19.6%	11.8%	2.26	Growth With Price Momentum
5.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	22.5%	39.4%	20.9%	21.0%	19.8%	1.47	Growth & Value With Price Momentum
6.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	12.9%	10.7%	18.5%	10.0%	9.9%	1.77	Growth & Value
7.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	19.5%	7.5%	18.1%	17.8%	16.9%	1.77	Value
8.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	0.1%	2.2%	18.1%	25.8%	21.9%	1.74	Value
9.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-14.5%	11.2%	16.5%	21.7%	21.3%	2.93	Growth & Value With Price Momentum
10.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	12.1%	13.5%	16.1%	18.4%	13.6%	1.19	Value With Price Momentum
11.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	11.6%	21.0%	15.3%	19.3%	15.1%	1.36	Earnings Estimates
12.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	13.6%	11.7%	14.1%	16.1%	18.1%	1.63	Growth & Value
13.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	11.3%	12.6%	14.0%	17.5%	15.8%	1.13	Earnings Estimates
14.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	11.1%	18.8%	13.7%	13.3%	9.8%	1.24	Growth & Value
15.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	5.7%	14.8%	13.5%	18.8%	16.8%	1.37	Value
16.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.1%	1.89	Growth With Price Momentum
17.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	14.8%	17.6%	11.5%	14.9%	13.7%	1.11	Growth & Value
18.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	7.8%	13.7%	11.2%	10.9%	10.1%	1.18	Growth
19.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	12.7%	8.9%	11.0%	12.5%	10.3%	1.28	Growth & Value
20.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	6.1%	9.2%	9.7%	12.3%	12.0%	1.28	Growth
21.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	2.4%	15.2%	9.6%	12.0%	10.4%	1.22	Value
22.	S&P SmallCap 600 Growth (TR)	11.3%	14.8%	9.4%	12.3%	8.0%	1.31	Indexes
23.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	11.8%	13.6%	9.4%	11.8%	9.7%	1.22	Growth & Value
24.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	9.3%	25.3%	9.1%	12.8%	9.0%	1.67	Growth & Value
25.	S&P MidCap 400 Value (TR)	18.3%	14.3%	8.9%	11.8%	7.1%	1.11	Indexes
26.	S&P MidCap 400 Growth (TR)	13.5%	12.9%	8.4%	11.9%	10.8%	1.31	Indexes
27.	NASDAQ 100	7.5%	12.6%	8.3%	10.0%	6.7%	1.82	Indexes
28.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.3%	1.4%	8.3%	19.5%	16.1%	2.16	Growth With Price Momentum
29.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	18.3%	18.9%	8.0%	20.3%	17.8%	1.50	Value With Price Momentum
30.	S&P SmallCap 600 Value (TR)	11.7%	11.4%	7.7%	11.0%	7.2%	1.22	Indexes
31.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	9.9%	10.5%	7.6%	13.6%	14.7%	1.32	Growth & Value
32.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.1%	15.8%	7.5%	10.4%	12.3%	0.91	Growth & Value
33.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.1%	12.0%	7.3%	15.4%	8.3%	1.37	Growth & Value
34.	S&P 500 Growth (TR)	11.6%	13.6%	7.0%	7.7%	4.1%	1.10	Indexes
35.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	15.9%	12.0%	7.0%	17.5%	15.8%	1.50	Value With Price Momentum
36.	S&P SmallCap 600	11.1%	11.6%	6.9%	10.2%	6.5%	1.27	Indexes
37.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.2%	2.4%	6.8%	18.0%	23.6%	1.93	Value With Price Momentum
38.	S&P MidCap 400	13.7%	12.1%	6.7%	10.2%	7.6%	1.20	Indexes
39.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	9.3%	10.9%	6.5%	7.7%	7.6%	0.95	Growth & Value
40.	All Exchange-Listed Stocks	11.5%	6.4%	6.4%	11.6%	9.1%	1.38	Indexes
41.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	16.0%	-1.7%	6.2%	9.6%	10.0%	1.65	Value
42.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	6.3%	7.9%	6.0%	8.2%	5.7%	1.25	Growth
43.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.4%	9.5%	5.8%	18.9%	17.7%	1.31	Growth & Value With Price Momentum
44.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	14.2%	10.1%	5.7%	9.5%	9.8%	1.25	Growth & Value
45.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.7%	9.8%	5.5%	6.7%	7.7%	1.10	Growth & Value
46.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.9%	10.0%	5.4%	12.2%	12.9%	1.03	Growth & Value With Price Momentum
47.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	9.5%	8.7%	4.8%	12.5%	7.7%	1.43	Growth & Value
48.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	17.8%	9.3%	4.7%	2.9%	-4.0%	2.78	Growth & Value
49.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-9.3%	4.7%	9.9%	15.9%	2.17	Growth & Value
50.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	17.5%	10.4%	4.3%	9.6%	7.4%	0.89	Value
51.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	2.5%	9.3%	4.3%	17.0%	17.8%	1.75	Value
52.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	20.6%	13.6%	4.2%	16.0%	12.9%	1.92	Growth & Value With Price Momentum
53.	S&P 500 Value (TR)	14.0%	12.1%	3.9%	8.4%	4.0%	1.00	Indexes
54.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	4.8%	7.2%	3.6%	13.7%	11.1%	1.36	Value With Price Momentum
55.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	12.1%	-1.2%	3.2%	10.1%	12.8%	1.54	Growth
56.	Dow Jones 30	13.2%	10.5%	3.0%	5.8%	3.3%	0.97	Indexes
57.	S&P 500	12.0%	10.4%	2.9%	5.7%	2.5%	1.00	Indexes
58.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	6.3%	-5.2%	2.6%	14.1%	11.6%	1.21	Growth & Value
59.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	10.7%	14.2%	2.4%	9.4%	15.6%	1.39	Growth With Price Momentum
60.	Foolish Small Cap 8 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%	-0.1%	2.1%	6.4%	11.0%	2.21	Growth With Price Momentum
61.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.2%	17.6%	1.2%	3.3%	1.3%	1.23	Value
62.	Est Rev: Down 5% Introduction to the use of earnings estimates.	9.3%	-2.3%	0.4%	4.9%	-0.4%	1.96	Earnings Estimates
63.	Fundamental Rule of Thumb 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.	11.2%	-10.1%	0.4%	11.7%	12.5%	1.70	Value
64.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	9.5%	-3.0%	0.3%	5.4%	-0.5%	2.34	Earnings Estimates
65.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	8.6%	6.5%	0.2%	6.1%	14.3%	1.84	Growth With Price Momentum
66.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	15.2%	9.2%	-0.2%	6.3%	5.6%	1.20	Value With Price Momentum
67.	Schloss 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.	3.7%	-0.2%	-0.2%	9.9%	11.0%	1.85	Value
68.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.5%	-6.6%	-1.0%	7.3%	9.4%	1.37	Value
69.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.2%	8.6%	-2.2%	5.6%	4.7%	1.34	Value
70.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	7.2%	-10.9%	-5.6%	1.0%	-1.5%	1.82	Specialty
71.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	17.2%	21.1%	-6.0%	0.3%	0.4%	1.59	Value
72.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	11.0%	-5.9%	-6.5%	16.7%	11.0%	2.21	Growth & Value
73.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.	3.8%	-2.2%	-9.2%	10.4%	18.9%	1.79	Growth & Value
74.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	-2.7%	-2.1%	-9.4%	7.2%	6.3%	1.46	Growth & Value With Price Momentum
75.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	3.7%	-24.0%	-9.7%	0.4%	2.2%	2.17	Growth & Value
76.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.9%	-28.7%	-13.1%	-2.1%	5.1%	1.36	Growth & Value With Price Momentum
77.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-6.1%	11.7%	2.73	Growth & Value With Price Momentum

10-Year

Screen	Annual Price Gain (%)					Risk Index	Category
	YTD	3 Yr	5 Yr	10 Yr	Inception

1.	Piotroski: High F-Score 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.	70.2%	44.4%	38.7%	34.1%	25.6%	2.06	Value
2.	Est Rev: Up 5% Introduction to the use of earnings estimates.	6.4%	20.2%	24.1%	29.7%	27.9%	1.75	Earnings Estimates
3.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	12.7%	18.4%	25.2%	29.5%	25.1%	1.84	Earnings Estimates
4.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	0.1%	2.2%	18.1%	25.8%	21.9%	1.74	Value
5.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-14.5%	11.2%	16.5%	21.7%	21.3%	2.93	Growth & Value With Price Momentum
6.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	22.5%	39.4%	20.9%	21.0%	19.8%	1.47	Growth & Value With Price Momentum
7.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	18.3%	18.9%	8.0%	20.3%	17.8%	1.50	Value With Price Momentum
8.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	19.0%	17.4%	21.6%	19.6%	11.8%	2.26	Growth With Price Momentum
9.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.3%	1.4%	8.3%	19.5%	16.1%	2.16	Growth With Price Momentum
10.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	11.6%	21.0%	15.3%	19.3%	15.1%	1.36	Earnings Estimates
11.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.4%	9.5%	5.8%	18.9%	17.7%	1.31	Growth & Value With Price Momentum
12.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	5.7%	14.8%	13.5%	18.8%	16.8%	1.37	Value
13.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	12.1%	13.5%	16.1%	18.4%	13.6%	1.19	Value With Price Momentum
14.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.1%	1.89	Growth With Price Momentum
15.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.2%	2.4%	6.8%	18.0%	23.6%	1.93	Value With Price Momentum
16.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	19.5%	7.5%	18.1%	17.8%	16.9%	1.77	Value
17.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	11.3%	12.6%	14.0%	17.5%	15.8%	1.13	Earnings Estimates
18.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	15.9%	12.0%	7.0%	17.5%	15.8%	1.50	Value With Price Momentum
19.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	2.5%	9.3%	4.3%	17.0%	17.8%	1.75	Value
20.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	11.0%	-5.9%	-6.5%	16.7%	11.0%	2.21	Growth & Value
21.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	13.6%	11.7%	14.1%	16.1%	18.1%	1.63	Growth & Value
22.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	20.6%	13.6%	4.2%	16.0%	12.9%	1.92	Growth & Value With Price Momentum
23.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.1%	12.0%	7.3%	15.4%	8.3%	1.37	Growth & Value
24.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	14.8%	17.6%	11.5%	14.9%	13.7%	1.11	Growth & Value
25.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	6.3%	-5.2%	2.6%	14.1%	11.6%	1.21	Growth & Value
26.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	4.8%	7.2%	3.6%	13.7%	11.1%	1.36	Value With Price Momentum
27.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	9.9%	10.5%	7.6%	13.6%	14.7%	1.32	Growth & Value
28.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	11.1%	18.8%	13.7%	13.3%	9.8%	1.24	Growth & Value
29.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	9.3%	25.3%	9.1%	12.8%	9.0%	1.67	Growth & Value
30.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	12.7%	8.9%	11.0%	12.5%	10.3%	1.28	Growth & Value
31.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	9.5%	8.7%	4.8%	12.5%	7.7%	1.43	Growth & Value
32.	S&P SmallCap 600 Growth (TR)	11.3%	14.8%	9.4%	12.3%	8.0%	1.31	Indexes
33.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	6.1%	9.2%	9.7%	12.3%	12.0%	1.28	Growth
34.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.9%	10.0%	5.4%	12.2%	12.9%	1.03	Growth & Value With Price Momentum
35.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	2.4%	15.2%	9.6%	12.0%	10.4%	1.22	Value
36.	S&P MidCap 400 Growth (TR)	13.5%	12.9%	8.4%	11.9%	10.8%	1.31	Indexes
37.	S&P MidCap 400 Value (TR)	18.3%	14.3%	8.9%	11.8%	7.1%	1.11	Indexes
38.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	11.8%	13.6%	9.4%	11.8%	9.7%	1.22	Growth & Value
39.	Fundamental Rule of Thumb 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.	11.2%	-10.1%	0.4%	11.7%	12.5%	1.70	Value
40.	All Exchange-Listed Stocks	11.5%	6.4%	6.4%	11.6%	9.1%	1.38	Indexes
41.	S&P SmallCap 600 Value (TR)	11.7%	11.4%	7.7%	11.0%	7.2%	1.22	Indexes
42.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	7.8%	13.7%	11.2%	10.9%	10.1%	1.18	Growth
43.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.1%	15.8%	7.5%	10.4%	12.3%	0.91	Growth & Value
44.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.	3.8%	-2.2%	-9.2%	10.4%	18.9%	1.79	Growth & Value
45.	S&P MidCap 400	13.7%	12.1%	6.7%	10.2%	7.6%	1.20	Indexes
46.	S&P SmallCap 600	11.1%	11.6%	6.9%	10.2%	6.5%	1.27	Indexes
47.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	12.1%	-1.2%	3.2%	10.1%	12.8%	1.54	Growth
48.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	12.9%	10.7%	18.5%	10.0%	9.9%	1.77	Growth & Value
49.	NASDAQ 100	7.5%	12.6%	8.3%	10.0%	6.7%	1.82	Indexes
50.	Schloss 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.	3.7%	-0.2%	-0.2%	9.9%	11.0%	1.85	Value
51.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-9.3%	4.7%	9.9%	15.9%	2.17	Growth & Value
52.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	17.5%	10.4%	4.3%	9.6%	7.4%	0.89	Value
53.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	16.0%	-1.7%	6.2%	9.6%	10.0%	1.65	Value
54.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	14.2%	10.1%	5.7%	9.5%	9.8%	1.25	Growth & Value
55.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	10.7%	14.2%	2.4%	9.4%	15.6%	1.39	Growth With Price Momentum
56.	S&P 500 Value (TR)	14.0%	12.1%	3.9%	8.4%	4.0%	1.00	Indexes
57.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	6.3%	7.9%	6.0%	8.2%	5.7%	1.25	Growth
58.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	9.3%	10.9%	6.5%	7.7%	7.6%	0.95	Growth & Value
59.	S&P 500 Growth (TR)	11.6%	13.6%	7.0%	7.7%	4.1%	1.10	Indexes
60.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.5%	-6.6%	-1.0%	7.3%	9.4%	1.37	Value
61.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	-2.7%	-2.1%	-9.4%	7.2%	6.3%	1.46	Growth & Value With Price Momentum
62.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.7%	9.8%	5.5%	6.7%	7.7%	1.10	Growth & Value
63.	Foolish Small Cap 8 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%	-0.1%	2.1%	6.4%	11.0%	2.21	Growth With Price Momentum
64.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	15.2%	9.2%	-0.2%	6.3%	5.6%	1.20	Value With Price Momentum
65.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	8.6%	6.5%	0.2%	6.1%	14.3%	1.84	Growth With Price Momentum
66.	Dow Jones 30	13.2%	10.5%	3.0%	5.8%	3.3%	0.97	Indexes
67.	S&P 500	12.0%	10.4%	2.9%	5.7%	2.5%	1.00	Indexes
68.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.2%	8.6%	-2.2%	5.6%	4.7%	1.34	Value
69.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	9.5%	-3.0%	0.3%	5.4%	-0.5%	2.34	Earnings Estimates
70.	Est Rev: Down 5% Introduction to the use of earnings estimates.	9.3%	-2.3%	0.4%	4.9%	-0.4%	1.96	Earnings Estimates
71.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.2%	17.6%	1.2%	3.3%	1.3%	1.23	Value
72.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	17.8%	9.3%	4.7%	2.9%	-4.0%	2.78	Growth & Value
73.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	7.2%	-10.9%	-5.6%	1.0%	-1.5%	1.82	Specialty
74.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	3.7%	-24.0%	-9.7%	0.4%	2.2%	2.17	Growth & Value
75.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	17.2%	21.1%	-6.0%	0.3%	0.4%	1.59	Value
76.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.9%	-28.7%	-13.1%	-2.1%	5.1%	1.36	Growth & Value With Price Momentum
77.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-6.1%	11.7%	2.73	Growth & Value With Price Momentum

Inception

Screen	Annual Price Gain (%)					Risk Index	Category
	YTD	3 Yr	5 Yr	10 Yr	Inception

1.	Est Rev: Up 5% Introduction to the use of earnings estimates.	6.4%	20.2%	24.1%	29.7%	27.9%	1.75	Earnings Estimates
2.	Piotroski: High F-Score 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.	70.2%	44.4%	38.7%	34.1%	25.6%	2.06	Value
3.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	12.7%	18.4%	25.2%	29.5%	25.1%	1.84	Earnings Estimates
4.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.1%	1.89	Growth With Price Momentum
5.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.2%	2.4%	6.8%	18.0%	23.6%	1.93	Value With Price Momentum
6.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	0.1%	2.2%	18.1%	25.8%	21.9%	1.74	Value
7.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-14.5%	11.2%	16.5%	21.7%	21.3%	2.93	Growth & Value With Price Momentum
8.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	22.5%	39.4%	20.9%	21.0%	19.8%	1.47	Growth & Value With Price Momentum
9.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.	3.8%	-2.2%	-9.2%	10.4%	18.9%	1.79	Growth & Value
10.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	13.6%	11.7%	14.1%	16.1%	18.1%	1.63	Growth & Value
11.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	18.3%	18.9%	8.0%	20.3%	17.8%	1.50	Value With Price Momentum
12.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	2.5%	9.3%	4.3%	17.0%	17.8%	1.75	Value
13.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.4%	9.5%	5.8%	18.9%	17.7%	1.31	Growth & Value With Price Momentum
14.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	19.5%	7.5%	18.1%	17.8%	16.9%	1.77	Value
15.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	5.7%	14.8%	13.5%	18.8%	16.8%	1.37	Value
16.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.3%	1.4%	8.3%	19.5%	16.1%	2.16	Growth With Price Momentum
17.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-9.3%	4.7%	9.9%	15.9%	2.17	Growth & Value
18.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	15.9%	12.0%	7.0%	17.5%	15.8%	1.50	Value With Price Momentum
19.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	11.3%	12.6%	14.0%	17.5%	15.8%	1.13	Earnings Estimates
20.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	10.7%	14.2%	2.4%	9.4%	15.6%	1.39	Growth With Price Momentum
21.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	11.6%	21.0%	15.3%	19.3%	15.1%	1.36	Earnings Estimates
22.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	9.9%	10.5%	7.6%	13.6%	14.7%	1.32	Growth & Value
23.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	8.6%	6.5%	0.2%	6.1%	14.3%	1.84	Growth With Price Momentum
24.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	14.8%	17.6%	11.5%	14.9%	13.7%	1.11	Growth & Value
25.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	12.1%	13.5%	16.1%	18.4%	13.6%	1.19	Value With Price Momentum
26.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	20.6%	13.6%	4.2%	16.0%	12.9%	1.92	Growth & Value With Price Momentum
27.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.9%	10.0%	5.4%	12.2%	12.9%	1.03	Growth & Value With Price Momentum
28.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	12.1%	-1.2%	3.2%	10.1%	12.8%	1.54	Growth
29.	Fundamental Rule of Thumb 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.	11.2%	-10.1%	0.4%	11.7%	12.5%	1.70	Value
30.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.1%	15.8%	7.5%	10.4%	12.3%	0.91	Growth & Value
31.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	6.1%	9.2%	9.7%	12.3%	12.0%	1.28	Growth
32.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	19.0%	17.4%	21.6%	19.6%	11.8%	2.26	Growth With Price Momentum
33.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-6.1%	11.7%	2.73	Growth & Value With Price Momentum
34.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	6.3%	-5.2%	2.6%	14.1%	11.6%	1.21	Growth & Value
35.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	4.8%	7.2%	3.6%	13.7%	11.1%	1.36	Value With Price Momentum
36.	Schloss 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.	3.7%	-0.2%	-0.2%	9.9%	11.0%	1.85	Value
37.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	11.0%	-5.9%	-6.5%	16.7%	11.0%	2.21	Growth & Value
38.	Foolish Small Cap 8 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%	-0.1%	2.1%	6.4%	11.0%	2.21	Growth With Price Momentum
39.	S&P MidCap 400 Growth (TR)	13.5%	12.9%	8.4%	11.9%	10.8%	1.31	Indexes
40.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	2.4%	15.2%	9.6%	12.0%	10.4%	1.22	Value
41.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	12.7%	8.9%	11.0%	12.5%	10.3%	1.28	Growth & Value
42.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	7.8%	13.7%	11.2%	10.9%	10.1%	1.18	Growth
43.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	16.0%	-1.7%	6.2%	9.6%	10.0%	1.65	Value
44.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	12.9%	10.7%	18.5%	10.0%	9.9%	1.77	Growth & Value
45.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	11.1%	18.8%	13.7%	13.3%	9.8%	1.24	Growth & Value
46.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	14.2%	10.1%	5.7%	9.5%	9.8%	1.25	Growth & Value
47.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	11.8%	13.6%	9.4%	11.8%	9.7%	1.22	Growth & Value
48.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.5%	-6.6%	-1.0%	7.3%	9.4%	1.37	Value
49.	All Exchange-Listed Stocks	11.5%	6.4%	6.4%	11.6%	9.1%	1.38	Indexes
50.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	9.3%	25.3%	9.1%	12.8%	9.0%	1.67	Growth & Value
51.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.1%	12.0%	7.3%	15.4%	8.3%	1.37	Growth & Value
52.	S&P SmallCap 600 Growth (TR)	11.3%	14.8%	9.4%	12.3%	8.0%	1.31	Indexes
53.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	9.5%	8.7%	4.8%	12.5%	7.7%	1.43	Growth & Value
54.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.7%	9.8%	5.5%	6.7%	7.7%	1.10	Growth & Value
55.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	9.3%	10.9%	6.5%	7.7%	7.6%	0.95	Growth & Value
56.	S&P MidCap 400	13.7%	12.1%	6.7%	10.2%	7.6%	1.20	Indexes
57.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	17.5%	10.4%	4.3%	9.6%	7.4%	0.89	Value
58.	S&P SmallCap 600 Value (TR)	11.7%	11.4%	7.7%	11.0%	7.2%	1.22	Indexes
59.	S&P MidCap 400 Value (TR)	18.3%	14.3%	8.9%	11.8%	7.1%	1.11	Indexes
60.	NASDAQ 100	7.5%	12.6%	8.3%	10.0%	6.7%	1.82	Indexes
61.	S&P SmallCap 600	11.1%	11.6%	6.9%	10.2%	6.5%	1.27	Indexes
62.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	-2.7%	-2.1%	-9.4%	7.2%	6.3%	1.46	Growth & Value With Price Momentum
63.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	6.3%	7.9%	6.0%	8.2%	5.7%	1.25	Growth
64.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	15.2%	9.2%	-0.2%	6.3%	5.6%	1.20	Value With Price Momentum
65.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.9%	-28.7%	-13.1%	-2.1%	5.1%	1.36	Growth & Value With Price Momentum
66.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.2%	8.6%	-2.2%	5.6%	4.7%	1.34	Value
67.	S&P 500 Growth (TR)	11.6%	13.6%	7.0%	7.7%	4.1%	1.10	Indexes
68.	S&P 500 Value (TR)	14.0%	12.1%	3.9%	8.4%	4.0%	1.00	Indexes
69.	Dow Jones 30	13.2%	10.5%	3.0%	5.8%	3.3%	0.97	Indexes
70.	S&P 500	12.0%	10.4%	2.9%	5.7%	2.5%	1.00	Indexes
71.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	3.7%	-24.0%	-9.7%	0.4%	2.2%	2.17	Growth & Value
72.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.2%	17.6%	1.2%	3.3%	1.3%	1.23	Value
73.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	17.2%	21.1%	-6.0%	0.3%	0.4%	1.59	Value
74.	Est Rev: Down 5% Introduction to the use of earnings estimates.	9.3%	-2.3%	0.4%	4.9%	-0.4%	1.96	Earnings Estimates
75.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	9.5%	-3.0%	0.3%	5.4%	-0.5%	2.34	Earnings Estimates
76.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	7.2%	-10.9%	-5.6%	1.0%	-1.5%	1.82	Specialty
77.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	17.8%	9.3%	4.7%	2.9%	-4.0%	2.78	Growth & Value

Risk Index

Screen	Annual Price Gain (%)					Risk Index	Category
	YTD	3 Yr	5 Yr	10 Yr	Inception

1.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	17.5%	10.4%	4.3%	9.6%	7.4%	0.89	Value
2.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.1%	15.8%	7.5%	10.4%	12.3%	0.91	Growth & Value
3.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	9.3%	10.9%	6.5%	7.7%	7.6%	0.95	Growth & Value
4.	Dow Jones 30	13.2%	10.5%	3.0%	5.8%	3.3%	0.97	Indexes
5.	S&P 500	12.0%	10.4%	2.9%	5.7%	2.5%	1.00	Indexes
6.	S&P 500 Value (TR)	14.0%	12.1%	3.9%	8.4%	4.0%	1.00	Indexes
7.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.9%	10.0%	5.4%	12.2%	12.9%	1.03	Growth & Value With Price Momentum
8.	S&P 500 Growth (TR)	11.6%	13.6%	7.0%	7.7%	4.1%	1.10	Indexes
9.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.7%	9.8%	5.5%	6.7%	7.7%	1.10	Growth & Value
10.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	14.8%	17.6%	11.5%	14.9%	13.7%	1.11	Growth & Value
11.	S&P MidCap 400 Value (TR)	18.3%	14.3%	8.9%	11.8%	7.1%	1.11	Indexes
12.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	11.3%	12.6%	14.0%	17.5%	15.8%	1.13	Earnings Estimates
13.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	7.8%	13.7%	11.2%	10.9%	10.1%	1.18	Growth
14.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	12.1%	13.5%	16.1%	18.4%	13.6%	1.19	Value With Price Momentum
15.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	15.2%	9.2%	-0.2%	6.3%	5.6%	1.20	Value With Price Momentum
16.	S&P MidCap 400	13.7%	12.1%	6.7%	10.2%	7.6%	1.20	Indexes
17.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	6.3%	-5.2%	2.6%	14.1%	11.6%	1.21	Growth & Value
18.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	11.8%	13.6%	9.4%	11.8%	9.7%	1.22	Growth & Value
19.	S&P SmallCap 600 Value (TR)	11.7%	11.4%	7.7%	11.0%	7.2%	1.22	Indexes
20.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	2.4%	15.2%	9.6%	12.0%	10.4%	1.22	Value
21.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.2%	17.6%	1.2%	3.3%	1.3%	1.23	Value
22.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	11.1%	18.8%	13.7%	13.3%	9.8%	1.24	Growth & Value
23.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	14.2%	10.1%	5.7%	9.5%	9.8%	1.25	Growth & Value
24.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	6.3%	7.9%	6.0%	8.2%	5.7%	1.25	Growth
25.	S&P SmallCap 600	11.1%	11.6%	6.9%	10.2%	6.5%	1.27	Indexes
26.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	6.1%	9.2%	9.7%	12.3%	12.0%	1.28	Growth
27.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	12.7%	8.9%	11.0%	12.5%	10.3%	1.28	Growth & Value
28.	S&P MidCap 400 Growth (TR)	13.5%	12.9%	8.4%	11.9%	10.8%	1.31	Indexes
29.	S&P SmallCap 600 Growth (TR)	11.3%	14.8%	9.4%	12.3%	8.0%	1.31	Indexes
30.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.4%	9.5%	5.8%	18.9%	17.7%	1.31	Growth & Value With Price Momentum
31.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	9.9%	10.5%	7.6%	13.6%	14.7%	1.32	Growth & Value
32.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.2%	8.6%	-2.2%	5.6%	4.7%	1.34	Value
33.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	4.8%	7.2%	3.6%	13.7%	11.1%	1.36	Value With Price Momentum
34.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.9%	-28.7%	-13.1%	-2.1%	5.1%	1.36	Growth & Value With Price Momentum
35.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	11.6%	21.0%	15.3%	19.3%	15.1%	1.36	Earnings Estimates
36.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.5%	-6.6%	-1.0%	7.3%	9.4%	1.37	Value
37.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.1%	12.0%	7.3%	15.4%	8.3%	1.37	Growth & Value
38.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	5.7%	14.8%	13.5%	18.8%	16.8%	1.37	Value
39.	All Exchange-Listed Stocks	11.5%	6.4%	6.4%	11.6%	9.1%	1.38	Indexes
40.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	10.7%	14.2%	2.4%	9.4%	15.6%	1.39	Growth With Price Momentum
41.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	9.5%	8.7%	4.8%	12.5%	7.7%	1.43	Growth & Value
42.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	-2.7%	-2.1%	-9.4%	7.2%	6.3%	1.46	Growth & Value With Price Momentum
43.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	22.5%	39.4%	20.9%	21.0%	19.8%	1.47	Growth & Value With Price Momentum
44.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	15.9%	12.0%	7.0%	17.5%	15.8%	1.50	Value With Price Momentum
45.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	18.3%	18.9%	8.0%	20.3%	17.8%	1.50	Value With Price Momentum
46.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	12.1%	-1.2%	3.2%	10.1%	12.8%	1.54	Growth
47.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	17.2%	21.1%	-6.0%	0.3%	0.4%	1.59	Value
48.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	13.6%	11.7%	14.1%	16.1%	18.1%	1.63	Growth & Value
49.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	16.0%	-1.7%	6.2%	9.6%	10.0%	1.65	Value
50.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	9.3%	25.3%	9.1%	12.8%	9.0%	1.67	Growth & Value
51.	Fundamental Rule of Thumb 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.	11.2%	-10.1%	0.4%	11.7%	12.5%	1.70	Value
52.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	0.1%	2.2%	18.1%	25.8%	21.9%	1.74	Value
53.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	2.5%	9.3%	4.3%	17.0%	17.8%	1.75	Value
54.	Est Rev: Up 5% Introduction to the use of earnings estimates.	6.4%	20.2%	24.1%	29.7%	27.9%	1.75	Earnings Estimates
55.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	12.9%	10.7%	18.5%	10.0%	9.9%	1.77	Growth & Value
56.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	19.5%	7.5%	18.1%	17.8%	16.9%	1.77	Value
57.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.	3.8%	-2.2%	-9.2%	10.4%	18.9%	1.79	Growth & Value
58.	NASDAQ 100	7.5%	12.6%	8.3%	10.0%	6.7%	1.82	Indexes
59.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	7.2%	-10.9%	-5.6%	1.0%	-1.5%	1.82	Specialty
60.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	8.6%	6.5%	0.2%	6.1%	14.3%	1.84	Growth With Price Momentum
61.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	12.7%	18.4%	25.2%	29.5%	25.1%	1.84	Earnings Estimates
62.	Schloss 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.	3.7%	-0.2%	-0.2%	9.9%	11.0%	1.85	Value
63.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.1%	1.89	Growth With Price Momentum
64.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	20.6%	13.6%	4.2%	16.0%	12.9%	1.92	Growth & Value With Price Momentum
65.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.2%	2.4%	6.8%	18.0%	23.6%	1.93	Value With Price Momentum
66.	Est Rev: Down 5% Introduction to the use of earnings estimates.	9.3%	-2.3%	0.4%	4.9%	-0.4%	1.96	Earnings Estimates
67.	Piotroski: High F-Score 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.	70.2%	44.4%	38.7%	34.1%	25.6%	2.06	Value
68.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.3%	1.4%	8.3%	19.5%	16.1%	2.16	Growth With Price Momentum
69.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-9.3%	4.7%	9.9%	15.9%	2.17	Growth & Value
70.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	3.7%	-24.0%	-9.7%	0.4%	2.2%	2.17	Growth & Value
71.	Foolish Small Cap 8 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%	-0.1%	2.1%	6.4%	11.0%	2.21	Growth With Price Momentum
72.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	11.0%	-5.9%	-6.5%	16.7%	11.0%	2.21	Growth & Value
73.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	19.0%	17.4%	21.6%	19.6%	11.8%	2.26	Growth With Price Momentum
74.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	9.5%	-3.0%	0.3%	5.4%	-0.5%	2.34	Earnings Estimates
75.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-6.1%	11.7%	2.73	Growth & Value With Price Momentum
76.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	17.8%	9.3%	4.7%	2.9%	-4.0%	2.78	Growth & Value
77.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-14.5%	11.2%	16.5%	21.7%	21.3%	2.93	Growth & Value With Price Momentum

Alphabetical

Screen	Annual Price Gain (%)					Risk Index	Category
	YTD	3 Yr	5 Yr	10 Yr	Inception

1.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	-2.7%	-2.1%	-9.4%	7.2%	6.3%	1.46	Growth & Value With Price Momentum
2.	All Exchange-Listed Stocks	11.5%	6.4%	6.4%	11.6%	9.1%	1.38	Indexes
3.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	14.8%	17.6%	11.5%	14.9%	13.7%	1.11	Growth & Value
4.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	11.8%	13.6%	9.4%	11.8%	9.7%	1.22	Growth & Value
5.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	12.7%	8.9%	11.0%	12.5%	10.3%	1.28	Growth & Value
6.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.5%	-6.6%	-1.0%	7.3%	9.4%	1.37	Value
7.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	9.3%	10.9%	6.5%	7.7%	7.6%	0.95	Growth & Value
8.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.7%	9.8%	5.5%	6.7%	7.7%	1.10	Growth & Value
9.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.1%	15.8%	7.5%	10.4%	12.3%	0.91	Growth & Value
10.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.2%	17.6%	1.2%	3.3%	1.3%	1.23	Value
11.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	17.2%	21.1%	-6.0%	0.3%	0.4%	1.59	Value
12.	Dow Jones 30	13.2%	10.5%	3.0%	5.8%	3.3%	0.97	Indexes
13.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	14.2%	10.1%	5.7%	9.5%	9.8%	1.25	Growth & Value
14.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	11.6%	21.0%	15.3%	19.3%	15.1%	1.36	Earnings Estimates
15.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	19.0%	17.4%	21.6%	19.6%	11.8%	2.26	Growth With Price Momentum
16.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	12.1%	-1.2%	3.2%	10.1%	12.8%	1.54	Growth
17.	Est Rev: Down 5% Introduction to the use of earnings estimates.	9.3%	-2.3%	0.4%	4.9%	-0.4%	1.96	Earnings Estimates
18.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	9.5%	-3.0%	0.3%	5.4%	-0.5%	2.34	Earnings Estimates
19.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	12.7%	18.4%	25.2%	29.5%	25.1%	1.84	Earnings Estimates
20.	Est Rev: Up 5% Introduction to the use of earnings estimates.	6.4%	20.2%	24.1%	29.7%	27.9%	1.75	Earnings Estimates
21.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	3.7%	-24.0%	-9.7%	0.4%	2.2%	2.17	Growth & Value
22.	Foolish Small Cap 8 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%	-0.1%	2.1%	6.4%	11.0%	2.21	Growth With Price Momentum
23.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-9.3%	4.7%	9.9%	15.9%	2.17	Growth & Value
24.	Fundamental Rule of Thumb 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.	11.2%	-10.1%	0.4%	11.7%	12.5%	1.70	Value
25.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	5.7%	14.8%	13.5%	18.8%	16.8%	1.37	Value
26.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	17.5%	10.4%	4.3%	9.6%	7.4%	0.89	Value
27.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	2.5%	9.3%	4.3%	17.0%	17.8%	1.75	Value
28.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	0.1%	2.2%	18.1%	25.8%	21.9%	1.74	Value
29.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	7.8%	13.7%	11.2%	10.9%	10.1%	1.18	Growth
30.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	7.2%	-10.9%	-5.6%	1.0%	-1.5%	1.82	Specialty
31.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	6.3%	7.9%	6.0%	8.2%	5.7%	1.25	Growth
32.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.1%	12.0%	7.3%	15.4%	8.3%	1.37	Growth & Value
33.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.3%	1.4%	8.3%	19.5%	16.1%	2.16	Growth With Price Momentum
34.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	11.0%	-5.9%	-6.5%	16.7%	11.0%	2.21	Growth & Value
35.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	12.1%	13.5%	16.1%	18.4%	13.6%	1.19	Value With Price Momentum
36.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	6.3%	-5.2%	2.6%	14.1%	11.6%	1.21	Growth & Value
37.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	16.0%	-1.7%	6.2%	9.6%	10.0%	1.65	Value
38.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-6.1%	11.7%	2.73	Growth & Value With Price Momentum
39.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-14.5%	11.2%	16.5%	21.7%	21.3%	2.93	Growth & Value With Price Momentum
40.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.9%	-28.7%	-13.1%	-2.1%	5.1%	1.36	Growth & Value With Price Momentum
41.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	17.8%	9.3%	4.7%	2.9%	-4.0%	2.78	Growth & Value
42.	NASDAQ 100	7.5%	12.6%	8.3%	10.0%	6.7%	1.82	Indexes
43.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	13.6%	11.7%	14.1%	16.1%	18.1%	1.63	Growth & Value
44.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.1%	1.89	Growth With Price Momentum
45.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	10.7%	14.2%	2.4%	9.4%	15.6%	1.39	Growth With Price Momentum
46.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	8.6%	6.5%	0.2%	6.1%	14.3%	1.84	Growth With Price Momentum
47.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	4.8%	7.2%	3.6%	13.7%	11.1%	1.36	Value With Price Momentum
48.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	15.9%	12.0%	7.0%	17.5%	15.8%	1.50	Value With Price Momentum
49.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	15.2%	9.2%	-0.2%	6.3%	5.6%	1.20	Value With Price Momentum
50.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	18.3%	18.9%	8.0%	20.3%	17.8%	1.50	Value With Price Momentum
51.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.2%	2.4%	6.8%	18.0%	23.6%	1.93	Value With Price Momentum
52.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.2%	8.6%	-2.2%	5.6%	4.7%	1.34	Value
53.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	20.6%	13.6%	4.2%	16.0%	12.9%	1.92	Growth & Value With Price Momentum
54.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	11.3%	12.6%	14.0%	17.5%	15.8%	1.13	Earnings Estimates
55.	Piotroski: High F-Score 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.	70.2%	44.4%	38.7%	34.1%	25.6%	2.06	Value
56.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	19.5%	7.5%	18.1%	17.8%	16.9%	1.77	Value
57.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	9.9%	10.5%	7.6%	13.6%	14.7%	1.32	Growth & Value
58.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	6.1%	9.2%	9.7%	12.3%	12.0%	1.28	Growth
59.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	12.9%	10.7%	18.5%	10.0%	9.9%	1.77	Growth & Value
60.	S&P 500	12.0%	10.4%	2.9%	5.7%	2.5%	1.00	Indexes
61.	S&P 500 Growth (TR)	11.6%	13.6%	7.0%	7.7%	4.1%	1.10	Indexes
62.	S&P 500 Value (TR)	14.0%	12.1%	3.9%	8.4%	4.0%	1.00	Indexes
63.	S&P MidCap 400	13.7%	12.1%	6.7%	10.2%	7.6%	1.20	Indexes
64.	S&P MidCap 400 Growth (TR)	13.5%	12.9%	8.4%	11.9%	10.8%	1.31	Indexes
65.	S&P MidCap 400 Value (TR)	18.3%	14.3%	8.9%	11.8%	7.1%	1.11	Indexes
66.	S&P SmallCap 600	11.1%	11.6%	6.9%	10.2%	6.5%	1.27	Indexes
67.	S&P SmallCap 600 Growth (TR)	11.3%	14.8%	9.4%	12.3%	8.0%	1.31	Indexes
68.	S&P SmallCap 600 Value (TR)	11.7%	11.4%	7.7%	11.0%	7.2%	1.22	Indexes
69.	Schloss 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.	3.7%	-0.2%	-0.2%	9.9%	11.0%	1.85	Value
70.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	22.5%	39.4%	20.9%	21.0%	19.8%	1.47	Growth & Value With Price Momentum
71.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	9.3%	25.3%	9.1%	12.8%	9.0%	1.67	Growth & Value
72.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	11.1%	18.8%	13.7%	13.3%	9.8%	1.24	Growth & Value
73.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.4%	9.5%	5.8%	18.9%	17.7%	1.31	Growth & Value With Price Momentum
74.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	9.9%	10.0%	5.4%	12.2%	12.9%	1.03	Growth & Value With Price Momentum
75.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	9.5%	8.7%	4.8%	12.5%	7.7%	1.43	Growth & Value
76.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	2.4%	15.2%	9.6%	12.0%	10.4%	1.22	Value
77.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.	3.8%	-2.2%	-9.2%	10.4%	18.9%	1.79	Growth & Value

Benchmark: S&P 500

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