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 4/30/2012

Screen Performance Snapshots (click tabs to change sort order)

YTD

Screen	YTD	Annual Price Gain (%)				Risk Index	Category
		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.	40.6%	31.9%	10.1%	23.1%	24.9%	2.02	Value
2.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	30.3%	38.3%	10.2%	23.5%	21.3%	1.73	Value
3.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	26.8%	14.7%	-6.0%	-6.8%	-5.1%	2.81	Growth & Value
4.	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.	26.5%	14.3%	-5.5%	9.6%	16.2%	2.16	Growth & Value
5.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	24.8%	12.2%	-9.7%	1.7%	-0.8%	1.82	Specialty
6.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	23.6%	30.8%	-3.4%	9.5%	13.3%	1.92	Growth & Value With Price Momentum
7.	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.	22.8%	21.4%	3.5%	9.4%	11.7%	1.64	Value
8.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	21.8%	20.5%	3.6%	4.9%	6.2%	1.25	Growth
9.	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.	21.3%	3.4%	-0.5%	9.0%	12.3%	1.85	Value
10.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	21.2%	22.3%	7.5%	6.9%	9.9%	1.22	Growth & Value
11.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	20.8%	38.2%	8.6%	4.9%	11.2%	1.75	Growth & Value
12.	NASDAQ 100	19.6%	25.0%	7.8%	7.9%	7.3%	1.84	Indexes
13.	Est Rev: Down 5% Introduction to the use of earnings estimates.	18.8%	16.9%	-6.0%	-2.8%	0.2%	1.97	Earnings Estimates
14.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	17.9%	27.6%	10.5%	12.6%	15.1%	1.11	Growth & Value
15.	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.	17.9%	19.6%	8.5%	11.9%	9.1%	1.36	Growth & Value
16.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	17.8%	24.8%	5.9%	8.5%	10.4%	1.18	Growth
17.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	17.7%	15.4%	1.2%	8.5%	7.9%	1.43	Growth & Value
18.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	17.3%	29.5%	5.9%	15.1%	19.6%	1.63	Growth & Value
19.	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.	15.8%	13.5%	-0.7%	13.6%	15.2%	1.70	Value
20.	Est Rev: Up 5% Introduction to the use of earnings estimates.	15.6%	37.1%	23.8%	29.2%	29.1%	1.77	Earnings Estimates
21.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	15.3%	28.5%	6.3%	8.9%	10.2%	1.22	Growth & Value
22.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.1%	15.4%	-2.6%	7.9%	10.2%	1.25	Growth & Value
23.	All Exchange-Listed Stocks	14.4%	22.2%	0.3%	9.2%	9.7%	1.39	Indexes
24.	Est Rev: Down Introduction to the use of earnings estimates.	14.4%	20.4%	-2.7%	0.5%	1.2%	1.60	Earnings Estimates
25.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	14.1%	13.2%	-5.4%	8.7%	7.7%	1.46	Growth & Value With Price Momentum
26.	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.	14.0%	15.1%	-8.2%	2.5%	4.7%	1.34	Value
27.	S&P MidCap 400 Growth (TR)	14.0%	22.3%	5.4%	8.0%	11.5%	1.31	Indexes
28.	Est Rev: Up Introduction to the use of earnings estimates.	13.9%	28.0%	11.1%	17.0%	16.6%	1.26	Earnings Estimates
29.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	13.8%	-1.3%	-7.1%	-2.9%	3.3%	2.16	Growth & Value
30.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	13.8%	25.8%	6.5%	10.9%	13.1%	1.28	Growth
31.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	13.8%	50.3%	10.2%	21.2%	21.4%	1.48	Growth & Value With Price Momentum
32.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	13.0%	17.4%	-6.1%	17.8%	24.9%	1.92	Value With Price Momentum
33.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.8%	23.7%	6.0%	19.0%	19.3%	1.31	Growth & Value With Price Momentum
34.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	12.7%	14.6%	0.3%	15.3%	18.0%	1.51	Value With Price Momentum
35.	S&P MidCap 400	12.5%	20.8%	2.5%	6.3%	7.9%	1.20	Indexes
36.	S&P MidCap 400 Value (TR)	12.5%	21.0%	2.5%	7.2%	7.1%	1.11	Indexes
37.	S&P 500 Growth (TR)	12.2%	20.5%	4.2%	4.9%	4.2%	1.11	Indexes
38.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.2%	24.3%	5.5%	13.4%	14.4%	1.03	Growth & Value With Price Momentum
39.	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%	19.1%	-1.7%	8.3%	14.3%	1.54	Growth
40.	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.	12.0%	9.3%	3.2%	5.5%	15.7%	1.86	Growth With Price Momentum
41.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	11.9%	19.6%	-1.4%	13.3%	15.9%	1.50	Value With Price Momentum
42.	S&P 500 Value (TR)	11.5%	18.4%	-1.7%	4.7%	3.9%	1.00	Indexes
43.	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.	11.4%	43.0%	14.8%	15.3%	12.3%	2.26	Growth With Price Momentum
44.	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.	11.3%	-9.9%	-3.8%	11.1%	11.3%	2.23	Growth & Value
45.	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.	11.3%	25.7%	3.6%	11.5%	15.8%	1.32	Growth & Value
46.	S&P 500	11.2%	17.0%	-1.2%	2.6%	2.6%	1.00	Indexes
47.	S&P SmallCap 600 Value (TR)	10.8%	19.6%	1.2%	6.4%	7.3%	1.22	Indexes
48.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	10.7%	22.1%	3.1%	10.3%	12.7%	0.91	Growth & Value
49.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	10.4%	-5.5%	-11.8%	1.1%	6.4%	1.34	Growth & Value With Price Momentum
50.	S&P SmallCap 600 Growth (TR)	10.4%	24.6%	5.2%	8.2%	8.2%	1.32	Indexes
51.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	10.3%	23.0%	-12.2%	-2.7%	0.1%	1.60	Value
52.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	10.2%	19.6%	2.9%	13.4%	13.2%	1.21	Growth & Value
53.	S&P SmallCap 600	10.2%	20.5%	1.7%	6.0%	6.7%	1.27	Indexes
54.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	10.2%	24.0%	6.7%	8.3%	10.5%	1.23	Value
55.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.1%	32.3%	10.7%	19.3%	16.1%	1.36	Earnings Estimates
56.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	10.0%	23.4%	11.2%	16.4%	16.7%	1.13	Earnings Estimates
57.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	9.7%	16.7%	-1.9%	9.6%	11.7%	1.36	Value With Price Momentum
58.	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.	9.5%	29.0%	9.7%	15.7%	17.4%	1.37	Value
59.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.7%	4.9%	-3.5%	5.8%	10.0%	1.38	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.	8.7%	20.7%	17.2%	21.3%	18.8%	2.17	Growth With Price Momentum
61.	Dow Jones 30	8.2%	17.4%	0.2%	2.9%	3.6%	0.97	Indexes
62.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	8.1%	25.8%	7.9%	9.9%	11.0%	1.28	Growth & Value
63.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	8.1%	25.4%	11.8%	14.0%	14.6%	1.19	Value With Price Momentum
64.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	7.0%	22.4%	-4.4%	-0.4%	1.3%	1.23	Value
65.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	6.7%	11.9%	-4.3%	2.2%	5.4%	1.19	Value With Price Momentum
66.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.6%	18.6%	-0.1%	4.8%	8.0%	1.10	Growth & Value
67.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	6.3%	16.7%	1.5%	5.5%	7.9%	0.95	Growth & Value
68.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	3.0%	-2.8%	-9.6%	10.5%	20.0%	1.80	Growth & Value
69.	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.	2.3%	11.4%	0.3%	6.0%	8.1%	0.89	Value
70.	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.	2.1%	38.5%	8.1%	14.9%	18.2%	1.77	Value
71.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-10.4%	-18.0%	-4.2%	14.3%	2.73	Growth & Value With Price Momentum
72.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	0.0%	45.3%	8.9%	8.5%	10.9%	1.67	Growth & Value
73.	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.	-1.3%	16.5%	12.1%	18.2%	24.4%	1.83	Growth With Price Momentum
74.	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.	-4.4%	17.9%	-5.1%	6.0%	10.3%	2.16	Growth With Price Momentum
75.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-7.9%	75.3%	20.1%	26.4%	23.4%	2.90	Growth & Value With Price Momentum

3-Year

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

1.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-7.9%	75.3%	20.1%	26.4%	23.4%	2.90	Growth & Value With Price Momentum
2.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	13.8%	50.3%	10.2%	21.2%	21.4%	1.48	Growth & Value With Price Momentum
3.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	0.0%	45.3%	8.9%	8.5%	10.9%	1.67	Growth & Value
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.	11.4%	43.0%	14.8%	15.3%	12.3%	2.26	Growth 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.	2.1%	38.5%	8.1%	14.9%	18.2%	1.77	Value
6.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	30.3%	38.3%	10.2%	23.5%	21.3%	1.73	Value
7.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	20.8%	38.2%	8.6%	4.9%	11.2%	1.75	Growth & Value
8.	Est Rev: Up 5% Introduction to the use of earnings estimates.	15.6%	37.1%	23.8%	29.2%	29.1%	1.77	Earnings Estimates
9.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.1%	32.3%	10.7%	19.3%	16.1%	1.36	Earnings Estimates
10.	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.	40.6%	31.9%	10.1%	23.1%	24.9%	2.02	Value
11.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	23.6%	30.8%	-3.4%	9.5%	13.3%	1.92	Growth & Value With Price Momentum
12.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	17.3%	29.5%	5.9%	15.1%	19.6%	1.63	Growth & Value
13.	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.	9.5%	29.0%	9.7%	15.7%	17.4%	1.37	Value
14.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	15.3%	28.5%	6.3%	8.9%	10.2%	1.22	Growth & Value
15.	Est Rev: Up Introduction to the use of earnings estimates.	13.9%	28.0%	11.1%	17.0%	16.6%	1.26	Earnings Estimates
16.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	17.9%	27.6%	10.5%	12.6%	15.1%	1.11	Growth & Value
17.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	13.8%	25.8%	6.5%	10.9%	13.1%	1.28	Growth
18.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	8.1%	25.8%	7.9%	9.9%	11.0%	1.28	Growth & Value
19.	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.	11.3%	25.7%	3.6%	11.5%	15.8%	1.32	Growth & Value
20.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	8.1%	25.4%	11.8%	14.0%	14.6%	1.19	Value With Price Momentum
21.	NASDAQ 100	19.6%	25.0%	7.8%	7.9%	7.3%	1.84	Indexes
22.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	17.8%	24.8%	5.9%	8.5%	10.4%	1.18	Growth
23.	S&P SmallCap 600 Growth (TR)	10.4%	24.6%	5.2%	8.2%	8.2%	1.32	Indexes
24.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.2%	24.3%	5.5%	13.4%	14.4%	1.03	Growth & Value With Price Momentum
25.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	10.2%	24.0%	6.7%	8.3%	10.5%	1.23	Value
26.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.8%	23.7%	6.0%	19.0%	19.3%	1.31	Growth & Value With Price Momentum
27.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	10.0%	23.4%	11.2%	16.4%	16.7%	1.13	Earnings Estimates
28.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	10.3%	23.0%	-12.2%	-2.7%	0.1%	1.60	Value
29.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	7.0%	22.4%	-4.4%	-0.4%	1.3%	1.23	Value
30.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	21.2%	22.3%	7.5%	6.9%	9.9%	1.22	Growth & Value
31.	S&P MidCap 400 Growth (TR)	14.0%	22.3%	5.4%	8.0%	11.5%	1.31	Indexes
32.	All Exchange-Listed Stocks	14.4%	22.2%	0.3%	9.2%	9.7%	1.39	Indexes
33.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	10.7%	22.1%	3.1%	10.3%	12.7%	0.91	Growth & Value
34.	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.	22.8%	21.4%	3.5%	9.4%	11.7%	1.64	Value
35.	S&P MidCap 400 Value (TR)	12.5%	21.0%	2.5%	7.2%	7.1%	1.11	Indexes
36.	S&P MidCap 400	12.5%	20.8%	2.5%	6.3%	7.9%	1.20	Indexes
37.	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.	8.7%	20.7%	17.2%	21.3%	18.8%	2.17	Growth With Price Momentum
38.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	21.8%	20.5%	3.6%	4.9%	6.2%	1.25	Growth
39.	S&P 500 Growth (TR)	12.2%	20.5%	4.2%	4.9%	4.2%	1.11	Indexes
40.	S&P SmallCap 600	10.2%	20.5%	1.7%	6.0%	6.7%	1.27	Indexes
41.	Est Rev: Down Introduction to the use of earnings estimates.	14.4%	20.4%	-2.7%	0.5%	1.2%	1.60	Earnings Estimates
42.	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.	17.9%	19.6%	8.5%	11.9%	9.1%	1.36	Growth & Value
43.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	11.9%	19.6%	-1.4%	13.3%	15.9%	1.50	Value With Price Momentum
44.	S&P SmallCap 600 Value (TR)	10.8%	19.6%	1.2%	6.4%	7.3%	1.22	Indexes
45.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	10.2%	19.6%	2.9%	13.4%	13.2%	1.21	Growth & Value
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%	19.1%	-1.7%	8.3%	14.3%	1.54	Growth
47.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.6%	18.6%	-0.1%	4.8%	8.0%	1.10	Growth & Value
48.	S&P 500 Value (TR)	11.5%	18.4%	-1.7%	4.7%	3.9%	1.00	Indexes
49.	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.	-4.4%	17.9%	-5.1%	6.0%	10.3%	2.16	Growth With Price Momentum
50.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	13.0%	17.4%	-6.1%	17.8%	24.9%	1.92	Value With Price Momentum
51.	Dow Jones 30	8.2%	17.4%	0.2%	2.9%	3.6%	0.97	Indexes
52.	S&P 500	11.2%	17.0%	-1.2%	2.6%	2.6%	1.00	Indexes
53.	Est Rev: Down 5% Introduction to the use of earnings estimates.	18.8%	16.9%	-6.0%	-2.8%	0.2%	1.97	Earnings Estimates
54.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	9.7%	16.7%	-1.9%	9.6%	11.7%	1.36	Value With Price Momentum
55.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	6.3%	16.7%	1.5%	5.5%	7.9%	0.95	Growth & Value
56.	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.	-1.3%	16.5%	12.1%	18.2%	24.4%	1.83	Growth With Price Momentum
57.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	17.7%	15.4%	1.2%	8.5%	7.9%	1.43	Growth & Value
58.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.1%	15.4%	-2.6%	7.9%	10.2%	1.25	Growth & Value
59.	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.	14.0%	15.1%	-8.2%	2.5%	4.7%	1.34	Value
60.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	26.8%	14.7%	-6.0%	-6.8%	-5.1%	2.81	Growth & Value
61.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	12.7%	14.6%	0.3%	15.3%	18.0%	1.51	Value With Price Momentum
62.	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.	26.5%	14.3%	-5.5%	9.6%	16.2%	2.16	Growth & Value
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.	15.8%	13.5%	-0.7%	13.6%	15.2%	1.70	Value
64.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	14.1%	13.2%	-5.4%	8.7%	7.7%	1.46	Growth & Value With Price Momentum
65.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	24.8%	12.2%	-9.7%	1.7%	-0.8%	1.82	Specialty
66.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	6.7%	11.9%	-4.3%	2.2%	5.4%	1.19	Value With Price Momentum
67.	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.	2.3%	11.4%	0.3%	6.0%	8.1%	0.89	Value
68.	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.	12.0%	9.3%	3.2%	5.5%	15.7%	1.86	Growth With Price Momentum
69.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.7%	4.9%	-3.5%	5.8%	10.0%	1.38	Value
70.	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.	21.3%	3.4%	-0.5%	9.0%	12.3%	1.85	Value
71.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	13.8%	-1.3%	-7.1%	-2.9%	3.3%	2.16	Growth & Value
72.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	3.0%	-2.8%	-9.6%	10.5%	20.0%	1.80	Growth & Value
73.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	10.4%	-5.5%	-11.8%	1.1%	6.4%	1.34	Growth & Value With Price Momentum
74.	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.	11.3%	-9.9%	-3.8%	11.1%	11.3%	2.23	Growth & Value
75.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-10.4%	-18.0%	-4.2%	14.3%	2.73	Growth & Value With Price Momentum

5-Year

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

1.	Est Rev: Up 5% Introduction to the use of earnings estimates.	15.6%	37.1%	23.8%	29.2%	29.1%	1.77	Earnings Estimates
2.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-7.9%	75.3%	20.1%	26.4%	23.4%	2.90	Growth & Value With Price Momentum
3.	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.	8.7%	20.7%	17.2%	21.3%	18.8%	2.17	Growth With Price Momentum
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.	11.4%	43.0%	14.8%	15.3%	12.3%	2.26	Growth With Price Momentum
5.	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.	-1.3%	16.5%	12.1%	18.2%	24.4%	1.83	Growth With Price Momentum
6.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	8.1%	25.4%	11.8%	14.0%	14.6%	1.19	Value With Price Momentum
7.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	10.0%	23.4%	11.2%	16.4%	16.7%	1.13	Earnings Estimates
8.	Est Rev: Up Introduction to the use of earnings estimates.	13.9%	28.0%	11.1%	17.0%	16.6%	1.26	Earnings Estimates
9.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.1%	32.3%	10.7%	19.3%	16.1%	1.36	Earnings Estimates
10.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	17.9%	27.6%	10.5%	12.6%	15.1%	1.11	Growth & Value
11.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	13.8%	50.3%	10.2%	21.2%	21.4%	1.48	Growth & 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.	30.3%	38.3%	10.2%	23.5%	21.3%	1.73	Value
13.	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.	40.6%	31.9%	10.1%	23.1%	24.9%	2.02	Value
14.	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.	9.5%	29.0%	9.7%	15.7%	17.4%	1.37	Value
15.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	0.0%	45.3%	8.9%	8.5%	10.9%	1.67	Growth & Value
16.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	20.8%	38.2%	8.6%	4.9%	11.2%	1.75	Growth & Value
17.	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.	17.9%	19.6%	8.5%	11.9%	9.1%	1.36	Growth & Value
18.	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.	2.1%	38.5%	8.1%	14.9%	18.2%	1.77	Value
19.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	8.1%	25.8%	7.9%	9.9%	11.0%	1.28	Growth & Value
20.	NASDAQ 100	19.6%	25.0%	7.8%	7.9%	7.3%	1.84	Indexes
21.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	21.2%	22.3%	7.5%	6.9%	9.9%	1.22	Growth & Value
22.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	10.2%	24.0%	6.7%	8.3%	10.5%	1.23	Value
23.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	13.8%	25.8%	6.5%	10.9%	13.1%	1.28	Growth
24.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	15.3%	28.5%	6.3%	8.9%	10.2%	1.22	Growth & Value
25.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.8%	23.7%	6.0%	19.0%	19.3%	1.31	Growth & Value With Price Momentum
26.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	17.3%	29.5%	5.9%	15.1%	19.6%	1.63	Growth & Value
27.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	17.8%	24.8%	5.9%	8.5%	10.4%	1.18	Growth
28.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.2%	24.3%	5.5%	13.4%	14.4%	1.03	Growth & Value With Price Momentum
29.	S&P MidCap 400 Growth (TR)	14.0%	22.3%	5.4%	8.0%	11.5%	1.31	Indexes
30.	S&P SmallCap 600 Growth (TR)	10.4%	24.6%	5.2%	8.2%	8.2%	1.32	Indexes
31.	S&P 500 Growth (TR)	12.2%	20.5%	4.2%	4.9%	4.2%	1.11	Indexes
32.	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.	11.3%	25.7%	3.6%	11.5%	15.8%	1.32	Growth & Value
33.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	21.8%	20.5%	3.6%	4.9%	6.2%	1.25	Growth
34.	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.	22.8%	21.4%	3.5%	9.4%	11.7%	1.64	Value
35.	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.	12.0%	9.3%	3.2%	5.5%	15.7%	1.86	Growth With Price Momentum
36.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	10.7%	22.1%	3.1%	10.3%	12.7%	0.91	Growth & Value
37.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	10.2%	19.6%	2.9%	13.4%	13.2%	1.21	Growth & Value
38.	S&P MidCap 400 Value (TR)	12.5%	21.0%	2.5%	7.2%	7.1%	1.11	Indexes
39.	S&P MidCap 400	12.5%	20.8%	2.5%	6.3%	7.9%	1.20	Indexes
40.	S&P SmallCap 600	10.2%	20.5%	1.7%	6.0%	6.7%	1.27	Indexes
41.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	6.3%	16.7%	1.5%	5.5%	7.9%	0.95	Growth & Value
42.	S&P SmallCap 600 Value (TR)	10.8%	19.6%	1.2%	6.4%	7.3%	1.22	Indexes
43.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	17.7%	15.4%	1.2%	8.5%	7.9%	1.43	Growth & Value
44.	All Exchange-Listed Stocks	14.4%	22.2%	0.3%	9.2%	9.7%	1.39	Indexes
45.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	12.7%	14.6%	0.3%	15.3%	18.0%	1.51	Value With Price Momentum
46.	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.	2.3%	11.4%	0.3%	6.0%	8.1%	0.89	Value
47.	Dow Jones 30	8.2%	17.4%	0.2%	2.9%	3.6%	0.97	Indexes
48.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.6%	18.6%	-0.1%	4.8%	8.0%	1.10	Growth & Value
49.	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.	21.3%	3.4%	-0.5%	9.0%	12.3%	1.85	Value
50.	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.	15.8%	13.5%	-0.7%	13.6%	15.2%	1.70	Value
51.	S&P 500	11.2%	17.0%	-1.2%	2.6%	2.6%	1.00	Indexes
52.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	11.9%	19.6%	-1.4%	13.3%	15.9%	1.50	Value With Price Momentum
53.	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%	19.1%	-1.7%	8.3%	14.3%	1.54	Growth
54.	S&P 500 Value (TR)	11.5%	18.4%	-1.7%	4.7%	3.9%	1.00	Indexes
55.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	9.7%	16.7%	-1.9%	9.6%	11.7%	1.36	Value With Price Momentum
56.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.1%	15.4%	-2.6%	7.9%	10.2%	1.25	Growth & Value
57.	Est Rev: Down Introduction to the use of earnings estimates.	14.4%	20.4%	-2.7%	0.5%	1.2%	1.60	Earnings Estimates
58.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	23.6%	30.8%	-3.4%	9.5%	13.3%	1.92	Growth & Value With Price Momentum
59.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.7%	4.9%	-3.5%	5.8%	10.0%	1.38	Value
60.	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.	11.3%	-9.9%	-3.8%	11.1%	11.3%	2.23	Growth & Value
61.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	6.7%	11.9%	-4.3%	2.2%	5.4%	1.19	Value With Price Momentum
62.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	7.0%	22.4%	-4.4%	-0.4%	1.3%	1.23	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.	-4.4%	17.9%	-5.1%	6.0%	10.3%	2.16	Growth With Price Momentum
64.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	14.1%	13.2%	-5.4%	8.7%	7.7%	1.46	Growth & Value With Price Momentum
65.	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.	26.5%	14.3%	-5.5%	9.6%	16.2%	2.16	Growth & Value
66.	Est Rev: Down 5% Introduction to the use of earnings estimates.	18.8%	16.9%	-6.0%	-2.8%	0.2%	1.97	Earnings Estimates
67.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	26.8%	14.7%	-6.0%	-6.8%	-5.1%	2.81	Growth & Value
68.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	13.0%	17.4%	-6.1%	17.8%	24.9%	1.92	Value With Price Momentum
69.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	13.8%	-1.3%	-7.1%	-2.9%	3.3%	2.16	Growth & Value
70.	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.	14.0%	15.1%	-8.2%	2.5%	4.7%	1.34	Value
71.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	3.0%	-2.8%	-9.6%	10.5%	20.0%	1.80	Growth & Value
72.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	24.8%	12.2%	-9.7%	1.7%	-0.8%	1.82	Specialty
73.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	10.4%	-5.5%	-11.8%	1.1%	6.4%	1.34	Growth & Value With Price Momentum
74.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	10.3%	23.0%	-12.2%	-2.7%	0.1%	1.60	Value
75.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-10.4%	-18.0%	-4.2%	14.3%	2.73	Growth & Value With Price Momentum

10-Year

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

1.	Est Rev: Up 5% Introduction to the use of earnings estimates.	15.6%	37.1%	23.8%	29.2%	29.1%	1.77	Earnings Estimates
2.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-7.9%	75.3%	20.1%	26.4%	23.4%	2.90	Growth & Value With Price Momentum
3.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	30.3%	38.3%	10.2%	23.5%	21.3%	1.73	Value
4.	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.	40.6%	31.9%	10.1%	23.1%	24.9%	2.02	Value
5.	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.	8.7%	20.7%	17.2%	21.3%	18.8%	2.17	Growth With Price Momentum
6.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	13.8%	50.3%	10.2%	21.2%	21.4%	1.48	Growth & Value With Price Momentum
7.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.1%	32.3%	10.7%	19.3%	16.1%	1.36	Earnings Estimates
8.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.8%	23.7%	6.0%	19.0%	19.3%	1.31	Growth & Value With Price Momentum
9.	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.	-1.3%	16.5%	12.1%	18.2%	24.4%	1.83	Growth With Price Momentum
10.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	13.0%	17.4%	-6.1%	17.8%	24.9%	1.92	Value With Price Momentum
11.	Est Rev: Up Introduction to the use of earnings estimates.	13.9%	28.0%	11.1%	17.0%	16.6%	1.26	Earnings Estimates
12.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	10.0%	23.4%	11.2%	16.4%	16.7%	1.13	Earnings Estimates
13.	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.	9.5%	29.0%	9.7%	15.7%	17.4%	1.37	Value
14.	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.	11.4%	43.0%	14.8%	15.3%	12.3%	2.26	Growth With Price Momentum
15.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	12.7%	14.6%	0.3%	15.3%	18.0%	1.51	Value With Price Momentum
16.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	17.3%	29.5%	5.9%	15.1%	19.6%	1.63	Growth & Value
17.	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.	2.1%	38.5%	8.1%	14.9%	18.2%	1.77	Value
18.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	8.1%	25.4%	11.8%	14.0%	14.6%	1.19	Value With Price Momentum
19.	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.	15.8%	13.5%	-0.7%	13.6%	15.2%	1.70	Value
20.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.2%	24.3%	5.5%	13.4%	14.4%	1.03	Growth & Value With Price Momentum
21.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	10.2%	19.6%	2.9%	13.4%	13.2%	1.21	Growth & Value
22.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	11.9%	19.6%	-1.4%	13.3%	15.9%	1.50	Value With Price Momentum
23.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	17.9%	27.6%	10.5%	12.6%	15.1%	1.11	Growth & Value
24.	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.	17.9%	19.6%	8.5%	11.9%	9.1%	1.36	Growth & Value
25.	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.	11.3%	25.7%	3.6%	11.5%	15.8%	1.32	Growth & Value
26.	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.	11.3%	-9.9%	-3.8%	11.1%	11.3%	2.23	Growth & Value
27.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	13.8%	25.8%	6.5%	10.9%	13.1%	1.28	Growth
28.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	3.0%	-2.8%	-9.6%	10.5%	20.0%	1.80	Growth & Value
29.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	10.7%	22.1%	3.1%	10.3%	12.7%	0.91	Growth & Value
30.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	8.1%	25.8%	7.9%	9.9%	11.0%	1.28	Growth & Value
31.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	9.7%	16.7%	-1.9%	9.6%	11.7%	1.36	Value With Price Momentum
32.	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.	26.5%	14.3%	-5.5%	9.6%	16.2%	2.16	Growth & Value
33.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	23.6%	30.8%	-3.4%	9.5%	13.3%	1.92	Growth & Value With Price Momentum
34.	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.	22.8%	21.4%	3.5%	9.4%	11.7%	1.64	Value
35.	All Exchange-Listed Stocks	14.4%	22.2%	0.3%	9.2%	9.7%	1.39	Indexes
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.	21.3%	3.4%	-0.5%	9.0%	12.3%	1.85	Value
37.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	15.3%	28.5%	6.3%	8.9%	10.2%	1.22	Growth & Value
38.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	14.1%	13.2%	-5.4%	8.7%	7.7%	1.46	Growth & Value With Price Momentum
39.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	0.0%	45.3%	8.9%	8.5%	10.9%	1.67	Growth & Value
40.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	17.8%	24.8%	5.9%	8.5%	10.4%	1.18	Growth
41.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	17.7%	15.4%	1.2%	8.5%	7.9%	1.43	Growth & Value
42.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	10.2%	24.0%	6.7%	8.3%	10.5%	1.23	Value
43.	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%	19.1%	-1.7%	8.3%	14.3%	1.54	Growth
44.	S&P SmallCap 600 Growth (TR)	10.4%	24.6%	5.2%	8.2%	8.2%	1.32	Indexes
45.	S&P MidCap 400 Growth (TR)	14.0%	22.3%	5.4%	8.0%	11.5%	1.31	Indexes
46.	NASDAQ 100	19.6%	25.0%	7.8%	7.9%	7.3%	1.84	Indexes
47.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.1%	15.4%	-2.6%	7.9%	10.2%	1.25	Growth & Value
48.	S&P MidCap 400 Value (TR)	12.5%	21.0%	2.5%	7.2%	7.1%	1.11	Indexes
49.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	21.2%	22.3%	7.5%	6.9%	9.9%	1.22	Growth & Value
50.	S&P SmallCap 600 Value (TR)	10.8%	19.6%	1.2%	6.4%	7.3%	1.22	Indexes
51.	S&P MidCap 400	12.5%	20.8%	2.5%	6.3%	7.9%	1.20	Indexes
52.	S&P SmallCap 600	10.2%	20.5%	1.7%	6.0%	6.7%	1.27	Indexes
53.	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.	2.3%	11.4%	0.3%	6.0%	8.1%	0.89	Value
54.	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.	-4.4%	17.9%	-5.1%	6.0%	10.3%	2.16	Growth With Price Momentum
55.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.7%	4.9%	-3.5%	5.8%	10.0%	1.38	Value
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.	12.0%	9.3%	3.2%	5.5%	15.7%	1.86	Growth With Price Momentum
57.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	6.3%	16.7%	1.5%	5.5%	7.9%	0.95	Growth & Value
58.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	20.8%	38.2%	8.6%	4.9%	11.2%	1.75	Growth & Value
59.	S&P 500 Growth (TR)	12.2%	20.5%	4.2%	4.9%	4.2%	1.11	Indexes
60.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	21.8%	20.5%	3.6%	4.9%	6.2%	1.25	Growth
61.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.6%	18.6%	-0.1%	4.8%	8.0%	1.10	Growth & Value
62.	S&P 500 Value (TR)	11.5%	18.4%	-1.7%	4.7%	3.9%	1.00	Indexes
63.	Dow Jones 30	8.2%	17.4%	0.2%	2.9%	3.6%	0.97	Indexes
64.	S&P 500	11.2%	17.0%	-1.2%	2.6%	2.6%	1.00	Indexes
65.	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.	14.0%	15.1%	-8.2%	2.5%	4.7%	1.34	Value
66.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	6.7%	11.9%	-4.3%	2.2%	5.4%	1.19	Value With Price Momentum
67.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	24.8%	12.2%	-9.7%	1.7%	-0.8%	1.82	Specialty
68.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	10.4%	-5.5%	-11.8%	1.1%	6.4%	1.34	Growth & Value With Price Momentum
69.	Est Rev: Down Introduction to the use of earnings estimates.	14.4%	20.4%	-2.7%	0.5%	1.2%	1.60	Earnings Estimates
70.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	7.0%	22.4%	-4.4%	-0.4%	1.3%	1.23	Value
71.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	10.3%	23.0%	-12.2%	-2.7%	0.1%	1.60	Value
72.	Est Rev: Down 5% Introduction to the use of earnings estimates.	18.8%	16.9%	-6.0%	-2.8%	0.2%	1.97	Earnings Estimates
73.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	13.8%	-1.3%	-7.1%	-2.9%	3.3%	2.16	Growth & Value
74.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-10.4%	-18.0%	-4.2%	14.3%	2.73	Growth & Value With Price Momentum
75.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	26.8%	14.7%	-6.0%	-6.8%	-5.1%	2.81	Growth & Value

Inception

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

1.	Est Rev: Up 5% Introduction to the use of earnings estimates.	15.6%	37.1%	23.8%	29.2%	29.1%	1.77	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.	40.6%	31.9%	10.1%	23.1%	24.9%	2.02	Value
3.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	13.0%	17.4%	-6.1%	17.8%	24.9%	1.92	Value With Price Momentum
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.	-1.3%	16.5%	12.1%	18.2%	24.4%	1.83	Growth With Price Momentum
5.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-7.9%	75.3%	20.1%	26.4%	23.4%	2.90	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.	13.8%	50.3%	10.2%	21.2%	21.4%	1.48	Growth & Value With Price Momentum
7.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	30.3%	38.3%	10.2%	23.5%	21.3%	1.73	Value
8.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	3.0%	-2.8%	-9.6%	10.5%	20.0%	1.80	Growth & Value
9.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	17.3%	29.5%	5.9%	15.1%	19.6%	1.63	Growth & Value
10.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.8%	23.7%	6.0%	19.0%	19.3%	1.31	Growth & Value With Price Momentum
11.	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.	8.7%	20.7%	17.2%	21.3%	18.8%	2.17	Growth With Price Momentum
12.	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.	2.1%	38.5%	8.1%	14.9%	18.2%	1.77	Value
13.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	12.7%	14.6%	0.3%	15.3%	18.0%	1.51	Value With Price Momentum
14.	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.	9.5%	29.0%	9.7%	15.7%	17.4%	1.37	Value
15.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	10.0%	23.4%	11.2%	16.4%	16.7%	1.13	Earnings Estimates
16.	Est Rev: Up Introduction to the use of earnings estimates.	13.9%	28.0%	11.1%	17.0%	16.6%	1.26	Earnings Estimates
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.	26.5%	14.3%	-5.5%	9.6%	16.2%	2.16	Growth & Value
18.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.1%	32.3%	10.7%	19.3%	16.1%	1.36	Earnings Estimates
19.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	11.9%	19.6%	-1.4%	13.3%	15.9%	1.50	Value With Price Momentum
20.	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.	11.3%	25.7%	3.6%	11.5%	15.8%	1.32	Growth & Value
21.	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.	12.0%	9.3%	3.2%	5.5%	15.7%	1.86	Growth With Price Momentum
22.	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.	15.8%	13.5%	-0.7%	13.6%	15.2%	1.70	Value
23.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	17.9%	27.6%	10.5%	12.6%	15.1%	1.11	Growth & Value
24.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	8.1%	25.4%	11.8%	14.0%	14.6%	1.19	Value With Price Momentum
25.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.2%	24.3%	5.5%	13.4%	14.4%	1.03	Growth & Value With Price Momentum
26.	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%	19.1%	-1.7%	8.3%	14.3%	1.54	Growth
27.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-10.4%	-18.0%	-4.2%	14.3%	2.73	Growth & Value With Price Momentum
28.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	23.6%	30.8%	-3.4%	9.5%	13.3%	1.92	Growth & Value With Price Momentum
29.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	10.2%	19.6%	2.9%	13.4%	13.2%	1.21	Growth & Value
30.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	13.8%	25.8%	6.5%	10.9%	13.1%	1.28	Growth
31.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	10.7%	22.1%	3.1%	10.3%	12.7%	0.91	Growth & Value
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.	11.4%	43.0%	14.8%	15.3%	12.3%	2.26	Growth With Price Momentum
33.	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.	21.3%	3.4%	-0.5%	9.0%	12.3%	1.85	Value
34.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	9.7%	16.7%	-1.9%	9.6%	11.7%	1.36	Value With Price Momentum
35.	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.	22.8%	21.4%	3.5%	9.4%	11.7%	1.64	Value
36.	S&P MidCap 400 Growth (TR)	14.0%	22.3%	5.4%	8.0%	11.5%	1.31	Indexes
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.	11.3%	-9.9%	-3.8%	11.1%	11.3%	2.23	Growth & Value
38.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	20.8%	38.2%	8.6%	4.9%	11.2%	1.75	Growth & Value
39.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	8.1%	25.8%	7.9%	9.9%	11.0%	1.28	Growth & Value
40.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	0.0%	45.3%	8.9%	8.5%	10.9%	1.67	Growth & Value
41.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	10.2%	24.0%	6.7%	8.3%	10.5%	1.23	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.	17.8%	24.8%	5.9%	8.5%	10.4%	1.18	Growth
43.	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.	-4.4%	17.9%	-5.1%	6.0%	10.3%	2.16	Growth With Price Momentum
44.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	15.3%	28.5%	6.3%	8.9%	10.2%	1.22	Growth & Value
45.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.1%	15.4%	-2.6%	7.9%	10.2%	1.25	Growth & Value
46.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.7%	4.9%	-3.5%	5.8%	10.0%	1.38	Value
47.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	21.2%	22.3%	7.5%	6.9%	9.9%	1.22	Growth & Value
48.	All Exchange-Listed Stocks	14.4%	22.2%	0.3%	9.2%	9.7%	1.39	Indexes
49.	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.	17.9%	19.6%	8.5%	11.9%	9.1%	1.36	Growth & Value
50.	S&P SmallCap 600 Growth (TR)	10.4%	24.6%	5.2%	8.2%	8.2%	1.32	Indexes
51.	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.	2.3%	11.4%	0.3%	6.0%	8.1%	0.89	Value
52.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.6%	18.6%	-0.1%	4.8%	8.0%	1.10	Growth & Value
53.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	17.7%	15.4%	1.2%	8.5%	7.9%	1.43	Growth & Value
54.	S&P MidCap 400	12.5%	20.8%	2.5%	6.3%	7.9%	1.20	Indexes
55.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	6.3%	16.7%	1.5%	5.5%	7.9%	0.95	Growth & Value
56.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	14.1%	13.2%	-5.4%	8.7%	7.7%	1.46	Growth & Value With Price Momentum
57.	NASDAQ 100	19.6%	25.0%	7.8%	7.9%	7.3%	1.84	Indexes
58.	S&P SmallCap 600 Value (TR)	10.8%	19.6%	1.2%	6.4%	7.3%	1.22	Indexes
59.	S&P MidCap 400 Value (TR)	12.5%	21.0%	2.5%	7.2%	7.1%	1.11	Indexes
60.	S&P SmallCap 600	10.2%	20.5%	1.7%	6.0%	6.7%	1.27	Indexes
61.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	10.4%	-5.5%	-11.8%	1.1%	6.4%	1.34	Growth & Value With Price Momentum
62.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	21.8%	20.5%	3.6%	4.9%	6.2%	1.25	Growth
63.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	6.7%	11.9%	-4.3%	2.2%	5.4%	1.19	Value With Price Momentum
64.	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.	14.0%	15.1%	-8.2%	2.5%	4.7%	1.34	Value
65.	S&P 500 Growth (TR)	12.2%	20.5%	4.2%	4.9%	4.2%	1.11	Indexes
66.	S&P 500 Value (TR)	11.5%	18.4%	-1.7%	4.7%	3.9%	1.00	Indexes
67.	Dow Jones 30	8.2%	17.4%	0.2%	2.9%	3.6%	0.97	Indexes
68.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	13.8%	-1.3%	-7.1%	-2.9%	3.3%	2.16	Growth & Value
69.	S&P 500	11.2%	17.0%	-1.2%	2.6%	2.6%	1.00	Indexes
70.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	7.0%	22.4%	-4.4%	-0.4%	1.3%	1.23	Value
71.	Est Rev: Down Introduction to the use of earnings estimates.	14.4%	20.4%	-2.7%	0.5%	1.2%	1.60	Earnings Estimates
72.	Est Rev: Down 5% Introduction to the use of earnings estimates.	18.8%	16.9%	-6.0%	-2.8%	0.2%	1.97	Earnings Estimates
73.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	10.3%	23.0%	-12.2%	-2.7%	0.1%	1.60	Value
74.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	24.8%	12.2%	-9.7%	1.7%	-0.8%	1.82	Specialty
75.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	26.8%	14.7%	-6.0%	-6.8%	-5.1%	2.81	Growth & Value

Risk Index

Screen	YTD	Annual Price Gain (%)				Risk Index	Category
		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.	2.3%	11.4%	0.3%	6.0%	8.1%	0.89	Value
2.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	10.7%	22.1%	3.1%	10.3%	12.7%	0.91	Growth & Value
3.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	6.3%	16.7%	1.5%	5.5%	7.9%	0.95	Growth & Value
4.	Dow Jones 30	8.2%	17.4%	0.2%	2.9%	3.6%	0.97	Indexes
5.	S&P 500 Value (TR)	11.5%	18.4%	-1.7%	4.7%	3.9%	1.00	Indexes
6.	S&P 500	11.2%	17.0%	-1.2%	2.6%	2.6%	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.	12.2%	24.3%	5.5%	13.4%	14.4%	1.03	Growth & Value With Price Momentum
8.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.6%	18.6%	-0.1%	4.8%	8.0%	1.10	Growth & Value
9.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	17.9%	27.6%	10.5%	12.6%	15.1%	1.11	Growth & Value
10.	S&P MidCap 400 Value (TR)	12.5%	21.0%	2.5%	7.2%	7.1%	1.11	Indexes
11.	S&P 500 Growth (TR)	12.2%	20.5%	4.2%	4.9%	4.2%	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.	10.0%	23.4%	11.2%	16.4%	16.7%	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.	17.8%	24.8%	5.9%	8.5%	10.4%	1.18	Growth
14.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	8.1%	25.4%	11.8%	14.0%	14.6%	1.19	Value With Price Momentum
15.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	6.7%	11.9%	-4.3%	2.2%	5.4%	1.19	Value With Price Momentum
16.	S&P MidCap 400	12.5%	20.8%	2.5%	6.3%	7.9%	1.20	Indexes
17.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	10.2%	19.6%	2.9%	13.4%	13.2%	1.21	Growth & Value
18.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	15.3%	28.5%	6.3%	8.9%	10.2%	1.22	Growth & Value
19.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	21.2%	22.3%	7.5%	6.9%	9.9%	1.22	Growth & Value
20.	S&P SmallCap 600 Value (TR)	10.8%	19.6%	1.2%	6.4%	7.3%	1.22	Indexes
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.	10.2%	24.0%	6.7%	8.3%	10.5%	1.23	Value
22.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	7.0%	22.4%	-4.4%	-0.4%	1.3%	1.23	Value
23.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.1%	15.4%	-2.6%	7.9%	10.2%	1.25	Growth & Value
24.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	21.8%	20.5%	3.6%	4.9%	6.2%	1.25	Growth
25.	Est Rev: Up Introduction to the use of earnings estimates.	13.9%	28.0%	11.1%	17.0%	16.6%	1.26	Earnings Estimates
26.	S&P SmallCap 600	10.2%	20.5%	1.7%	6.0%	6.7%	1.27	Indexes
27.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	13.8%	25.8%	6.5%	10.9%	13.1%	1.28	Growth
28.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	8.1%	25.8%	7.9%	9.9%	11.0%	1.28	Growth & Value
29.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.8%	23.7%	6.0%	19.0%	19.3%	1.31	Growth & Value With Price Momentum
30.	S&P MidCap 400 Growth (TR)	14.0%	22.3%	5.4%	8.0%	11.5%	1.31	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.	11.3%	25.7%	3.6%	11.5%	15.8%	1.32	Growth & Value
32.	S&P SmallCap 600 Growth (TR)	10.4%	24.6%	5.2%	8.2%	8.2%	1.32	Indexes
33.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	10.4%	-5.5%	-11.8%	1.1%	6.4%	1.34	Growth & Value With Price Momentum
34.	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.	14.0%	15.1%	-8.2%	2.5%	4.7%	1.34	Value
35.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.1%	32.3%	10.7%	19.3%	16.1%	1.36	Earnings Estimates
36.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	9.7%	16.7%	-1.9%	9.6%	11.7%	1.36	Value With Price Momentum
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.	17.9%	19.6%	8.5%	11.9%	9.1%	1.36	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.	9.5%	29.0%	9.7%	15.7%	17.4%	1.37	Value
39.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.7%	4.9%	-3.5%	5.8%	10.0%	1.38	Value
40.	All Exchange-Listed Stocks	14.4%	22.2%	0.3%	9.2%	9.7%	1.39	Indexes
41.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	17.7%	15.4%	1.2%	8.5%	7.9%	1.43	Growth & Value
42.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	14.1%	13.2%	-5.4%	8.7%	7.7%	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.	13.8%	50.3%	10.2%	21.2%	21.4%	1.48	Growth & Value With Price Momentum
44.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	11.9%	19.6%	-1.4%	13.3%	15.9%	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.	12.7%	14.6%	0.3%	15.3%	18.0%	1.51	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%	19.1%	-1.7%	8.3%	14.3%	1.54	Growth
47.	Est Rev: Down Introduction to the use of earnings estimates.	14.4%	20.4%	-2.7%	0.5%	1.2%	1.60	Earnings Estimates
48.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	10.3%	23.0%	-12.2%	-2.7%	0.1%	1.60	Value
49.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	17.3%	29.5%	5.9%	15.1%	19.6%	1.63	Growth & Value
50.	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.	22.8%	21.4%	3.5%	9.4%	11.7%	1.64	Value
51.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	0.0%	45.3%	8.9%	8.5%	10.9%	1.67	Growth & Value
52.	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.	15.8%	13.5%	-0.7%	13.6%	15.2%	1.70	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.	30.3%	38.3%	10.2%	23.5%	21.3%	1.73	Value
54.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	20.8%	38.2%	8.6%	4.9%	11.2%	1.75	Growth & Value
55.	Est Rev: Up 5% Introduction to the use of earnings estimates.	15.6%	37.1%	23.8%	29.2%	29.1%	1.77	Earnings Estimates
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.	2.1%	38.5%	8.1%	14.9%	18.2%	1.77	Value
57.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	3.0%	-2.8%	-9.6%	10.5%	20.0%	1.80	Growth & Value
58.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	24.8%	12.2%	-9.7%	1.7%	-0.8%	1.82	Specialty
59.	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.	-1.3%	16.5%	12.1%	18.2%	24.4%	1.83	Growth With Price Momentum
60.	NASDAQ 100	19.6%	25.0%	7.8%	7.9%	7.3%	1.84	Indexes
61.	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.	21.3%	3.4%	-0.5%	9.0%	12.3%	1.85	Value
62.	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.	12.0%	9.3%	3.2%	5.5%	15.7%	1.86	Growth With Price Momentum
63.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	13.0%	17.4%	-6.1%	17.8%	24.9%	1.92	Value With Price Momentum
64.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	23.6%	30.8%	-3.4%	9.5%	13.3%	1.92	Growth & Value With Price Momentum
65.	Est Rev: Down 5% Introduction to the use of earnings estimates.	18.8%	16.9%	-6.0%	-2.8%	0.2%	1.97	Earnings Estimates
66.	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.	40.6%	31.9%	10.1%	23.1%	24.9%	2.02	Value
67.	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.	26.5%	14.3%	-5.5%	9.6%	16.2%	2.16	Growth & Value
68.	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.	-4.4%	17.9%	-5.1%	6.0%	10.3%	2.16	Growth With Price Momentum
69.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	13.8%	-1.3%	-7.1%	-2.9%	3.3%	2.16	Growth & Value
70.	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.	8.7%	20.7%	17.2%	21.3%	18.8%	2.17	Growth With Price Momentum
71.	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.	11.3%	-9.9%	-3.8%	11.1%	11.3%	2.23	Growth & Value
72.	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.	11.4%	43.0%	14.8%	15.3%	12.3%	2.26	Growth With Price Momentum
73.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-10.4%	-18.0%	-4.2%	14.3%	2.73	Growth & Value With Price Momentum
74.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	26.8%	14.7%	-6.0%	-6.8%	-5.1%	2.81	Growth & Value
75.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-7.9%	75.3%	20.1%	26.4%	23.4%	2.90	Growth & Value With Price Momentum

Alphabetical

Screen	YTD	Annual Price Gain (%)				Risk Index	Category
		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.	14.1%	13.2%	-5.4%	8.7%	7.7%	1.46	Growth & Value With Price Momentum
2.	All Exchange-Listed Stocks	14.4%	22.2%	0.3%	9.2%	9.7%	1.39	Indexes
3.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	17.9%	27.6%	10.5%	12.6%	15.1%	1.11	Growth & Value
4.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	15.3%	28.5%	6.3%	8.9%	10.2%	1.22	Growth & Value
5.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	8.1%	25.8%	7.9%	9.9%	11.0%	1.28	Growth & Value
6.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	8.7%	4.9%	-3.5%	5.8%	10.0%	1.38	Value
7.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	6.3%	16.7%	1.5%	5.5%	7.9%	0.95	Growth & Value
8.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	6.6%	18.6%	-0.1%	4.8%	8.0%	1.10	Growth & Value
9.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	10.7%	22.1%	3.1%	10.3%	12.7%	0.91	Growth & Value
10.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	7.0%	22.4%	-4.4%	-0.4%	1.3%	1.23	Value
11.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	10.3%	23.0%	-12.2%	-2.7%	0.1%	1.60	Value
12.	Dow Jones 30	8.2%	17.4%	0.2%	2.9%	3.6%	0.97	Indexes
13.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.1%	15.4%	-2.6%	7.9%	10.2%	1.25	Growth & Value
14.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.1%	32.3%	10.7%	19.3%	16.1%	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.	11.4%	43.0%	14.8%	15.3%	12.3%	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%	19.1%	-1.7%	8.3%	14.3%	1.54	Growth
17.	Est Rev: Down Introduction to the use of earnings estimates.	14.4%	20.4%	-2.7%	0.5%	1.2%	1.60	Earnings Estimates
18.	Est Rev: Down 5% Introduction to the use of earnings estimates.	18.8%	16.9%	-6.0%	-2.8%	0.2%	1.97	Earnings Estimates
19.	Est Rev: Up Introduction to the use of earnings estimates.	13.9%	28.0%	11.1%	17.0%	16.6%	1.26	Earnings Estimates
20.	Est Rev: Up 5% Introduction to the use of earnings estimates.	15.6%	37.1%	23.8%	29.2%	29.1%	1.77	Earnings Estimates
21.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	13.8%	-1.3%	-7.1%	-2.9%	3.3%	2.16	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.	-4.4%	17.9%	-5.1%	6.0%	10.3%	2.16	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.	26.5%	14.3%	-5.5%	9.6%	16.2%	2.16	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.	15.8%	13.5%	-0.7%	13.6%	15.2%	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.	9.5%	29.0%	9.7%	15.7%	17.4%	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.	2.3%	11.4%	0.3%	6.0%	8.1%	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.	30.3%	38.3%	10.2%	23.5%	21.3%	1.73	Value
28.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	17.8%	24.8%	5.9%	8.5%	10.4%	1.18	Growth
29.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	24.8%	12.2%	-9.7%	1.7%	-0.8%	1.82	Specialty
30.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	21.8%	20.5%	3.6%	4.9%	6.2%	1.25	Growth
31.	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.	17.9%	19.6%	8.5%	11.9%	9.1%	1.36	Growth & Value
32.	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.	8.7%	20.7%	17.2%	21.3%	18.8%	2.17	Growth With Price Momentum
33.	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.	11.3%	-9.9%	-3.8%	11.1%	11.3%	2.23	Growth & Value
34.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	8.1%	25.4%	11.8%	14.0%	14.6%	1.19	Value With Price Momentum
35.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	10.2%	19.6%	2.9%	13.4%	13.2%	1.21	Growth & Value
36.	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.	22.8%	21.4%	3.5%	9.4%	11.7%	1.64	Value
37.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-10.4%	-18.0%	-4.2%	14.3%	2.73	Growth & Value With Price Momentum
38.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-7.9%	75.3%	20.1%	26.4%	23.4%	2.90	Growth & Value With Price Momentum
39.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	10.4%	-5.5%	-11.8%	1.1%	6.4%	1.34	Growth & Value With Price Momentum
40.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	26.8%	14.7%	-6.0%	-6.8%	-5.1%	2.81	Growth & Value
41.	NASDAQ 100	19.6%	25.0%	7.8%	7.9%	7.3%	1.84	Indexes
42.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	17.3%	29.5%	5.9%	15.1%	19.6%	1.63	Growth & Value
43.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	23.6%	30.8%	-3.4%	9.5%	13.3%	1.92	Growth & Value With Price Momentum
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.	-1.3%	16.5%	12.1%	18.2%	24.4%	1.83	Growth With Price Momentum
45.	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.	12.0%	9.3%	3.2%	5.5%	15.7%	1.86	Growth With Price Momentum
46.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	9.7%	16.7%	-1.9%	9.6%	11.7%	1.36	Value With Price Momentum
47.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	11.9%	19.6%	-1.4%	13.3%	15.9%	1.50	Value With Price Momentum
48.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	6.7%	11.9%	-4.3%	2.2%	5.4%	1.19	Value With Price Momentum
49.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	12.7%	14.6%	0.3%	15.3%	18.0%	1.51	Value With Price Momentum
50.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	13.0%	17.4%	-6.1%	17.8%	24.9%	1.92	Value With Price Momentum
51.	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.	14.0%	15.1%	-8.2%	2.5%	4.7%	1.34	Value
52.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	10.0%	23.4%	11.2%	16.4%	16.7%	1.13	Earnings Estimates
53.	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.	40.6%	31.9%	10.1%	23.1%	24.9%	2.02	Value
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.	2.1%	38.5%	8.1%	14.9%	18.2%	1.77	Value
55.	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.	11.3%	25.7%	3.6%	11.5%	15.8%	1.32	Growth & Value
56.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	13.8%	25.8%	6.5%	10.9%	13.1%	1.28	Growth
57.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	20.8%	38.2%	8.6%	4.9%	11.2%	1.75	Growth & Value
58.	S&P 500	11.2%	17.0%	-1.2%	2.6%	2.6%	1.00	Indexes
59.	S&P 500 Growth (TR)	12.2%	20.5%	4.2%	4.9%	4.2%	1.11	Indexes
60.	S&P 500 Value (TR)	11.5%	18.4%	-1.7%	4.7%	3.9%	1.00	Indexes
61.	S&P MidCap 400	12.5%	20.8%	2.5%	6.3%	7.9%	1.20	Indexes
62.	S&P MidCap 400 Growth (TR)	14.0%	22.3%	5.4%	8.0%	11.5%	1.31	Indexes
63.	S&P MidCap 400 Value (TR)	12.5%	21.0%	2.5%	7.2%	7.1%	1.11	Indexes
64.	S&P SmallCap 600	10.2%	20.5%	1.7%	6.0%	6.7%	1.27	Indexes
65.	S&P SmallCap 600 Growth (TR)	10.4%	24.6%	5.2%	8.2%	8.2%	1.32	Indexes
66.	S&P SmallCap 600 Value (TR)	10.8%	19.6%	1.2%	6.4%	7.3%	1.22	Indexes
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.	21.3%	3.4%	-0.5%	9.0%	12.3%	1.85	Value
68.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	13.8%	50.3%	10.2%	21.2%	21.4%	1.48	Growth & Value With Price Momentum
69.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	0.0%	45.3%	8.9%	8.5%	10.9%	1.67	Growth & Value
70.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	21.2%	22.3%	7.5%	6.9%	9.9%	1.22	Growth & Value
71.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.8%	23.7%	6.0%	19.0%	19.3%	1.31	Growth & Value With Price Momentum
72.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	12.2%	24.3%	5.5%	13.4%	14.4%	1.03	Growth & Value With Price Momentum
73.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	17.7%	15.4%	1.2%	8.5%	7.9%	1.43	Growth & Value
74.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	10.2%	24.0%	6.7%	8.3%	10.5%	1.23	Value
75.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	3.0%	-2.8%	-9.6%	10.5%	20.0%	1.80	Growth & Value

Benchmark: S&P 500

11.2%

17.0%

-1.2%

2.6%

1.00

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