Stock Screens

Stock Screens Index Explanation Splash image

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 12/31/2011
  • 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.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    117.4% 25.0% 5.3% 7.1% 11.2% 1.68 Growth & Value
    2.
    Utilizing contrarian stocks with upward earnings revisions.
    21.6% 35.8% 10.5% 20.9% 15.7% 1.36 Earnings Estimates
    3.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    21.2% 35.3% 12.8% 22.0% 20.8% 1.48 Growth & Value With Price Momentum
    4.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    19.5% 101.5% 15.2% 27.7% 24.8% 2.91 Growth & Value With Price Momentum
    5.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    13.1% 7.0% -13.2% -3.7% -0.6% 1.60 Value
    6.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    10.7% 12.6% -5.2% -0.6% 0.8% 1.23 Value
    7.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    8.6% 7.0% 0.3% 5.9% 8.1% 0.89 Value
    8.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    8.2% 21.5% 8.8% 11.5% 14.1% 1.11 Growth & Value
    9.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.6% 20.4% 6.2% 9.1% 10.0% 1.22 Value
    10.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 30.4% 12.7% 16.1% 17.1% 1.38 Value
    11.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.9% -16.3% -11.4% -4.0% 14.6% 2.74 Growth & Value With Price Momentum
    12.
    Introduction to the use of earnings estimates.
    6.1% 39.0% 22.5% 28.2% 28.6% 1.77 Earnings Estimates
    13.
    Dow Jones 30
    5.5% 11.6% -0.4% 2.0% 3.2% 0.97 Indexes
    14.
    S&P 500 Growth (TR)
    4.7% 16.6% 2.7% 2.3% 3.5% 1.11 Indexes
    15.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.3% 17.9% 0.7% 11.1% 12.2% 0.91 Growth & Value
    16.
    S&P SmallCap 600 Growth (TR)
    4.1% 20.3% 4.5% 7.8% 7.7% 1.32 Indexes
    17.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.8% 25.3% 5.6% 7.9% 9.4% 1.22 Growth & Value
    18.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.7% 25.1% 1.9% 7.4% 9.4% 1.18 Growth
    19.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    3.6% 11.4% 8.3% 11.6% 8.0% 1.36 Growth & Value
    20.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 9.9% -0.4% 5.1% 8.6% 1.22 Growth & Value
    21.
    Using the dividend-yield approach to invest during volatile markets.
    3.0% 12.7% 0.3% 5.8% 7.7% 0.96 Growth & Value
    22.
    NASDAQ 100
    2.7% 23.4% 5.3% 3.7% 6.1% 1.84 Indexes
    23.
    Introduction to the use of earnings estimates.
    2.1% 26.5% 9.7% 16.2% 16.0% 1.27 Earnings Estimates
    24.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.9% 16.4% -1.2% 5.3% 7.7% 1.11 Growth & Value
    25.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    1.0% 18.1% 4.2% 13.3% 13.8% 1.03 Growth & Value With Price Momentum
    26.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.7% 26.0% 8.1% 9.6% 10.7% 1.28 Growth & Value
    27.
    S&P 500
    0.0% 11.7% -2.4% 0.9% 1.9% 1.00 Indexes
    28.
    S&P SmallCap 600
    -0.2% 15.6% 0.7% 6.0% 6.1% 1.27 Indexes
    29.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.3% 6.7% 1.3% 16.4% 17.5% 1.51 Value With Price Momentum
    30.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -0.3% 17.1% 5.5% 19.5% 18.8% 1.31 Growth & Value With Price Momentum
    31.
    S&P 500 Value (TR)
    -0.5% 11.5% -2.7% 3.6% 3.2% 0.99 Indexes
    32.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -0.6% 26.5% 12.2% 15.0% 14.4% 1.19 Value With Price Momentum
    33.
    S&P MidCap 400 Growth (TR)
    -0.9% 21.5% 5.2% 7.1% 10.7% 1.32 Indexes
    34.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -1.0% 40.4% 6.8% 4.6% 10.0% 1.74 Growth & Value
    35.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -1.1% 28.2% 9.9% 21.8% 19.6% 1.71 Value
    36.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -1.2% 8.8% -3.8% 2.8% 5.1% 1.19 Value With Price Momentum
    37.
    S&P SmallCap 600 Value (TR)
    -1.2% 14.1% 0.0% 6.6% 6.6% 1.22 Indexes
    38.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -1.9% 24.5% 11.1% 17.5% 16.4% 1.13 Earnings Estimates
    39.
    S&P MidCap 400 Value (TR)
    -2.4% 17.0% 1.8% 7.0% 6.4% 1.11 Indexes
    40.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -2.6% 22.9% 3.2% 11.8% 15.3% 1.33 Growth & Value
    41.
    S&P MidCap 400
    -3.1% 17.7% 1.8% 5.6% 7.2% 1.20 Indexes
    42.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -4.2% 29.5% 4.4% 15.4% 18.8% 1.63 Growth & Value
    43.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -5.0% 14.9% 0.2% 10.6% 11.2% 1.34 Value With Price Momentum
    44.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -5.2% 20.4% 6.2% 9.0% 6.9% 1.43 Growth & Value
    45.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.7% 20.3% 4.3% 10.7% 12.4% 1.27 Growth
    46.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    -7.0% 47.3% 8.1% 17.4% 18.5% 1.77 Value
    47.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.5% 11.2% -0.9% 14.6% 15.4% 1.51 Value With Price Momentum
    48.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -9.4% 14.0% 0.1% 3.2% 4.9% 1.22 Growth
    49.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.2% 17.0% 13.3% 20.1% 25.2% 1.83 Growth With Price Momentum
    50.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -11.2% 7.8% -9.4% 1.9% 3.8% 1.33 Value
    51.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -11.6% 22.4% 17.8% 20.4% 18.6% 2.18 Growth With Price Momentum
    52.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -11.7% 14.1% -4.4% 7.7% 9.4% 1.24 Growth & Value
    53.
    All Exchange-Listed Stocks
    -12.3% 22.4% -1.2% 8.3% 8.9% 1.39 Indexes
    54.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -14.1% 43.1% 16.7% 11.9% 11.8% 2.27 Growth With Price Momentum
    55.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -14.7% 15.8% -2.8% 8.2% 11.9% 1.92 Growth & Value With Price Momentum
    56.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -14.9% 16.4% -6.5% 5.8% 10.9% 2.15 Growth With Price Momentum
    57.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -15.1% -16.8% -0.3% 9.1% 10.7% 2.25 Growth & Value
    58.
    Introduction to the use of earnings estimates.
    -15.2% 19.2% -4.9% -1.6% 0.2% 1.60 Earnings Estimates
    59.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -18.3% -7.2% -8.6% 12.3% 20.3% 1.81 Growth & Value
    60.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -21.6% 21.8% -2.3% 7.8% 13.7% 1.55 Growth
    61.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -22.9% 16.9% -6.5% 19.3% 24.4% 1.92 Value With Price Momentum
    62.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -25.9% 10.5% -6.9% 8.6% 6.8% 1.45 Growth & Value With Price Momentum
    63.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -27.9% 18.0% 2.9% 13.0% 12.8% 1.20 Growth & Value
    64.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -29.8% 10.9% -10.4% -14.3% -6.8% 2.81 Growth & Value
    65.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -30.1% 5.2% 2.4% 4.9% 15.2% 1.86 Growth With Price Momentum
    66.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -30.6% 20.1% 0.8% 8.6% 10.4% 1.64 Value
    67.
    Introduction to the use of earnings estimates.
    -31.1% 16.4% -9.1% -5.5% -1.1% 1.96 Earnings Estimates
    68.
    Who insiders are, what requirements they must obey, and what insider data is important.
    -31.4% 5.4% -12.8% -1.2% -2.5% 1.82 Specialty
    69.
    Locating firms with a high proportion of cash to share price.
    -32.8% 6.5% -4.2% 5.0% 9.6% 1.38 Value
    70.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -35.1% 4.8% -4.1% 8.4% 11.1% 1.85 Value
    71.
    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.
    -35.2% 13.6% -2.2% 13.4% 14.3% 1.69 Value
    72.
    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.
    -36.4% 26.9% 6.1% 21.3% 22.5% 2.00 Value
    73.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -45.9% -6.9% -13.6% 1.8% 5.8% 1.34 Growth & Value With Price Momentum
    74.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -49.2% 15.2% -7.3% 8.5% 14.6% 2.14 Growth & Value
    75.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -50.9% 3.7% -7.3% -0.9% 2.5% 2.15 Growth & Value

    3-Year


  •     Screen

    YTD
    Annual Price Gain (%)
    Risk Index
    Category
    3 Yr
    5 Yr
    10 Yr
    Inception
  • 1.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    19.5% 101.5% 15.2% 27.7% 24.8% 2.91 Growth & Value With Price Momentum
    2.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    -7.0% 47.3% 8.1% 17.4% 18.5% 1.77 Value
    3.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -14.1% 43.1% 16.7% 11.9% 11.8% 2.27 Growth With Price Momentum
    4.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -1.0% 40.4% 6.8% 4.6% 10.0% 1.74 Growth & Value
    5.
    Introduction to the use of earnings estimates.
    6.1% 39.0% 22.5% 28.2% 28.6% 1.77 Earnings Estimates
    6.
    Utilizing contrarian stocks with upward earnings revisions.
    21.6% 35.8% 10.5% 20.9% 15.7% 1.36 Earnings Estimates
    7.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    21.2% 35.3% 12.8% 22.0% 20.8% 1.48 Growth & Value With Price Momentum
    8.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 30.4% 12.7% 16.1% 17.1% 1.38 Value
    9.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -4.2% 29.5% 4.4% 15.4% 18.8% 1.63 Growth & Value
    10.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -1.1% 28.2% 9.9% 21.8% 19.6% 1.71 Value
    11.
    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.
    -36.4% 26.9% 6.1% 21.3% 22.5% 2.00 Value
    12.
    Introduction to the use of earnings estimates.
    2.1% 26.5% 9.7% 16.2% 16.0% 1.27 Earnings Estimates
    13.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -0.6% 26.5% 12.2% 15.0% 14.4% 1.19 Value With Price Momentum
    14.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.7% 26.0% 8.1% 9.6% 10.7% 1.28 Growth & Value
    15.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.8% 25.3% 5.6% 7.9% 9.4% 1.22 Growth & Value
    16.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.7% 25.1% 1.9% 7.4% 9.4% 1.18 Growth
    17.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    117.4% 25.0% 5.3% 7.1% 11.2% 1.68 Growth & Value
    18.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -1.9% 24.5% 11.1% 17.5% 16.4% 1.13 Earnings Estimates
    19.
    NASDAQ 100
    2.7% 23.4% 5.3% 3.7% 6.1% 1.84 Indexes
    20.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -2.6% 22.9% 3.2% 11.8% 15.3% 1.33 Growth & Value
    21.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -11.6% 22.4% 17.8% 20.4% 18.6% 2.18 Growth With Price Momentum
    22.
    All Exchange-Listed Stocks
    -12.3% 22.4% -1.2% 8.3% 8.9% 1.39 Indexes
    23.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -21.6% 21.8% -2.3% 7.8% 13.7% 1.55 Growth
    24.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    8.2% 21.5% 8.8% 11.5% 14.1% 1.11 Growth & Value
    25.
    S&P MidCap 400 Growth (TR)
    -0.9% 21.5% 5.2% 7.1% 10.7% 1.32 Indexes
    26.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.6% 20.4% 6.2% 9.1% 10.0% 1.22 Value
    27.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -5.2% 20.4% 6.2% 9.0% 6.9% 1.43 Growth & Value
    28.
    S&P SmallCap 600 Growth (TR)
    4.1% 20.3% 4.5% 7.8% 7.7% 1.32 Indexes
    29.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.7% 20.3% 4.3% 10.7% 12.4% 1.27 Growth
    30.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -30.6% 20.1% 0.8% 8.6% 10.4% 1.64 Value
    31.
    Introduction to the use of earnings estimates.
    -15.2% 19.2% -4.9% -1.6% 0.2% 1.60 Earnings Estimates
    32.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    1.0% 18.1% 4.2% 13.3% 13.8% 1.03 Growth & Value With Price Momentum
    33.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -27.9% 18.0% 2.9% 13.0% 12.8% 1.20 Growth & Value
    34.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.3% 17.9% 0.7% 11.1% 12.2% 0.91 Growth & Value
    35.
    S&P MidCap 400
    -3.1% 17.7% 1.8% 5.6% 7.2% 1.20 Indexes
    36.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -0.3% 17.1% 5.5% 19.5% 18.8% 1.31 Growth & Value With Price Momentum
    37.
    S&P MidCap 400 Value (TR)
    -2.4% 17.0% 1.8% 7.0% 6.4% 1.11 Indexes
    38.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.2% 17.0% 13.3% 20.1% 25.2% 1.83 Growth With Price Momentum
    39.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -22.9% 16.9% -6.5% 19.3% 24.4% 1.92 Value With Price Momentum
    40.
    S&P 500 Growth (TR)
    4.7% 16.6% 2.7% 2.3% 3.5% 1.11 Indexes
    41.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.9% 16.4% -1.2% 5.3% 7.7% 1.11 Growth & Value
    42.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -14.9% 16.4% -6.5% 5.8% 10.9% 2.15 Growth With Price Momentum
    43.
    Introduction to the use of earnings estimates.
    -31.1% 16.4% -9.1% -5.5% -1.1% 1.96 Earnings Estimates
    44.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -14.7% 15.8% -2.8% 8.2% 11.9% 1.92 Growth & Value With Price Momentum
    45.
    S&P SmallCap 600
    -0.2% 15.6% 0.7% 6.0% 6.1% 1.27 Indexes
    46.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -49.2% 15.2% -7.3% 8.5% 14.6% 2.14 Growth & Value
    47.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -5.0% 14.9% 0.2% 10.6% 11.2% 1.34 Value With Price Momentum
    48.
    S&P SmallCap 600 Value (TR)
    -1.2% 14.1% 0.0% 6.6% 6.6% 1.22 Indexes
    49.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -11.7% 14.1% -4.4% 7.7% 9.4% 1.24 Growth & Value
    50.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -9.4% 14.0% 0.1% 3.2% 4.9% 1.22 Growth
    51.
    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.
    -35.2% 13.6% -2.2% 13.4% 14.3% 1.69 Value
    52.
    Using the dividend-yield approach to invest during volatile markets.
    3.0% 12.7% 0.3% 5.8% 7.7% 0.96 Growth & Value
    53.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    10.7% 12.6% -5.2% -0.6% 0.8% 1.23 Value
    54.
    S&P 500
    0.0% 11.7% -2.4% 0.9% 1.9% 1.00 Indexes
    55.
    Dow Jones 30
    5.5% 11.6% -0.4% 2.0% 3.2% 0.97 Indexes
    56.
    S&P 500 Value (TR)
    -0.5% 11.5% -2.7% 3.6% 3.2% 0.99 Indexes
    57.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    3.6% 11.4% 8.3% 11.6% 8.0% 1.36 Growth & Value
    58.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.5% 11.2% -0.9% 14.6% 15.4% 1.51 Value With Price Momentum
    59.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -29.8% 10.9% -10.4% -14.3% -6.8% 2.81 Growth & Value
    60.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -25.9% 10.5% -6.9% 8.6% 6.8% 1.45 Growth & Value With Price Momentum
    61.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 9.9% -0.4% 5.1% 8.6% 1.22 Growth & Value
    62.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -1.2% 8.8% -3.8% 2.8% 5.1% 1.19 Value With Price Momentum
    63.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -11.2% 7.8% -9.4% 1.9% 3.8% 1.33 Value
    64.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    13.1% 7.0% -13.2% -3.7% -0.6% 1.60 Value
    65.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    8.6% 7.0% 0.3% 5.9% 8.1% 0.89 Value
    66.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.3% 6.7% 1.3% 16.4% 17.5% 1.51 Value With Price Momentum
    67.
    Locating firms with a high proportion of cash to share price.
    -32.8% 6.5% -4.2% 5.0% 9.6% 1.38 Value
    68.
    Who insiders are, what requirements they must obey, and what insider data is important.
    -31.4% 5.4% -12.8% -1.2% -2.5% 1.82 Specialty
    69.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -30.1% 5.2% 2.4% 4.9% 15.2% 1.86 Growth With Price Momentum
    70.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -35.1% 4.8% -4.1% 8.4% 11.1% 1.85 Value
    71.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -50.9% 3.7% -7.3% -0.9% 2.5% 2.15 Growth & Value
    72.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -45.9% -6.9% -13.6% 1.8% 5.8% 1.34 Growth & Value With Price Momentum
    73.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -18.3% -7.2% -8.6% 12.3% 20.3% 1.81 Growth & Value
    74.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.9% -16.3% -11.4% -4.0% 14.6% 2.74 Growth & Value With Price Momentum
    75.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -15.1% -16.8% -0.3% 9.1% 10.7% 2.25 Growth & Value

    5-Year


  •     Screen

    YTD
    Annual Price Gain (%)
    Risk Index
    Category
    3 Yr
    5 Yr
    10 Yr
    Inception
  • 1.
    Introduction to the use of earnings estimates.
    6.1% 39.0% 22.5% 28.2% 28.6% 1.77 Earnings Estimates
    2.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -11.6% 22.4% 17.8% 20.4% 18.6% 2.18 Growth With Price Momentum
    3.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -14.1% 43.1% 16.7% 11.9% 11.8% 2.27 Growth With Price Momentum
    4.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    19.5% 101.5% 15.2% 27.7% 24.8% 2.91 Growth & Value With Price Momentum
    5.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.2% 17.0% 13.3% 20.1% 25.2% 1.83 Growth With Price Momentum
    6.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    21.2% 35.3% 12.8% 22.0% 20.8% 1.48 Growth & Value With Price Momentum
    7.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 30.4% 12.7% 16.1% 17.1% 1.38 Value
    8.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -0.6% 26.5% 12.2% 15.0% 14.4% 1.19 Value With Price Momentum
    9.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -1.9% 24.5% 11.1% 17.5% 16.4% 1.13 Earnings Estimates
    10.
    Utilizing contrarian stocks with upward earnings revisions.
    21.6% 35.8% 10.5% 20.9% 15.7% 1.36 Earnings Estimates
    11.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -1.1% 28.2% 9.9% 21.8% 19.6% 1.71 Value
    12.
    Introduction to the use of earnings estimates.
    2.1% 26.5% 9.7% 16.2% 16.0% 1.27 Earnings Estimates
    13.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    8.2% 21.5% 8.8% 11.5% 14.1% 1.11 Growth & Value
    14.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    3.6% 11.4% 8.3% 11.6% 8.0% 1.36 Growth & Value
    15.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    -7.0% 47.3% 8.1% 17.4% 18.5% 1.77 Value
    16.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.7% 26.0% 8.1% 9.6% 10.7% 1.28 Growth & Value
    17.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -1.0% 40.4% 6.8% 4.6% 10.0% 1.74 Growth & Value
    18.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.6% 20.4% 6.2% 9.1% 10.0% 1.22 Value
    19.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -5.2% 20.4% 6.2% 9.0% 6.9% 1.43 Growth & Value
    20.
    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.
    -36.4% 26.9% 6.1% 21.3% 22.5% 2.00 Value
    21.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.8% 25.3% 5.6% 7.9% 9.4% 1.22 Growth & Value
    22.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -0.3% 17.1% 5.5% 19.5% 18.8% 1.31 Growth & Value With Price Momentum
    23.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    117.4% 25.0% 5.3% 7.1% 11.2% 1.68 Growth & Value
    24.
    NASDAQ 100
    2.7% 23.4% 5.3% 3.7% 6.1% 1.84 Indexes
    25.
    S&P MidCap 400 Growth (TR)
    -0.9% 21.5% 5.2% 7.1% 10.7% 1.32 Indexes
    26.
    S&P SmallCap 600 Growth (TR)
    4.1% 20.3% 4.5% 7.8% 7.7% 1.32 Indexes
    27.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -4.2% 29.5% 4.4% 15.4% 18.8% 1.63 Growth & Value
    28.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.7% 20.3% 4.3% 10.7% 12.4% 1.27 Growth
    29.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    1.0% 18.1% 4.2% 13.3% 13.8% 1.03 Growth & Value With Price Momentum
    30.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -2.6% 22.9% 3.2% 11.8% 15.3% 1.33 Growth & Value
    31.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -27.9% 18.0% 2.9% 13.0% 12.8% 1.20 Growth & Value
    32.
    S&P 500 Growth (TR)
    4.7% 16.6% 2.7% 2.3% 3.5% 1.11 Indexes
    33.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -30.1% 5.2% 2.4% 4.9% 15.2% 1.86 Growth With Price Momentum
    34.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.7% 25.1% 1.9% 7.4% 9.4% 1.18 Growth
    35.
    S&P MidCap 400
    -3.1% 17.7% 1.8% 5.6% 7.2% 1.20 Indexes
    36.
    S&P MidCap 400 Value (TR)
    -2.4% 17.0% 1.8% 7.0% 6.4% 1.11 Indexes
    37.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.3% 6.7% 1.3% 16.4% 17.5% 1.51 Value With Price Momentum
    38.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -30.6% 20.1% 0.8% 8.6% 10.4% 1.64 Value
    39.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.3% 17.9% 0.7% 11.1% 12.2% 0.91 Growth & Value
    40.
    S&P SmallCap 600
    -0.2% 15.6% 0.7% 6.0% 6.1% 1.27 Indexes
    41.
    Using the dividend-yield approach to invest during volatile markets.
    3.0% 12.7% 0.3% 5.8% 7.7% 0.96 Growth & Value
    42.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    8.6% 7.0% 0.3% 5.9% 8.1% 0.89 Value
    43.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -5.0% 14.9% 0.2% 10.6% 11.2% 1.34 Value With Price Momentum
    44.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -9.4% 14.0% 0.1% 3.2% 4.9% 1.22 Growth
    45.
    S&P SmallCap 600 Value (TR)
    -1.2% 14.1% 0.0% 6.6% 6.6% 1.22 Indexes
    46.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -15.1% -16.8% -0.3% 9.1% 10.7% 2.25 Growth & Value
    47.
    Dow Jones 30
    5.5% 11.6% -0.4% 2.0% 3.2% 0.97 Indexes
    48.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 9.9% -0.4% 5.1% 8.6% 1.22 Growth & Value
    49.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.5% 11.2% -0.9% 14.6% 15.4% 1.51 Value With Price Momentum
    50.
    All Exchange-Listed Stocks
    -12.3% 22.4% -1.2% 8.3% 8.9% 1.39 Indexes
    51.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.9% 16.4% -1.2% 5.3% 7.7% 1.11 Growth & Value
    52.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -35.2% 13.6% -2.2% 13.4% 14.3% 1.69 Value
    53.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -21.6% 21.8% -2.3% 7.8% 13.7% 1.55 Growth
    54.
    S&P 500
    0.0% 11.7% -2.4% 0.9% 1.9% 1.00 Indexes
    55.
    S&P 500 Value (TR)
    -0.5% 11.5% -2.7% 3.6% 3.2% 0.99 Indexes
    56.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -14.7% 15.8% -2.8% 8.2% 11.9% 1.92 Growth & Value With Price Momentum
    57.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -1.2% 8.8% -3.8% 2.8% 5.1% 1.19 Value With Price Momentum
    58.
    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.
    -35.1% 4.8% -4.1% 8.4% 11.1% 1.85 Value
    59.
    Locating firms with a high proportion of cash to share price.
    -32.8% 6.5% -4.2% 5.0% 9.6% 1.38 Value
    60.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -11.7% 14.1% -4.4% 7.7% 9.4% 1.24 Growth & Value
    61.
    Introduction to the use of earnings estimates.
    -15.2% 19.2% -4.9% -1.6% 0.2% 1.60 Earnings Estimates
    62.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    10.7% 12.6% -5.2% -0.6% 0.8% 1.23 Value
    63.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -22.9% 16.9% -6.5% 19.3% 24.4% 1.92 Value With Price Momentum
    64.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -14.9% 16.4% -6.5% 5.8% 10.9% 2.15 Growth With Price Momentum
    65.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -25.9% 10.5% -6.9% 8.6% 6.8% 1.45 Growth & Value With Price Momentum
    66.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -49.2% 15.2% -7.3% 8.5% 14.6% 2.14 Growth & Value
    67.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -50.9% 3.7% -7.3% -0.9% 2.5% 2.15 Growth & Value
    68.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -18.3% -7.2% -8.6% 12.3% 20.3% 1.81 Growth & Value
    69.
    Introduction to the use of earnings estimates.
    -31.1% 16.4% -9.1% -5.5% -1.1% 1.96 Earnings Estimates
    70.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -11.2% 7.8% -9.4% 1.9% 3.8% 1.33 Value
    71.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -29.8% 10.9% -10.4% -14.3% -6.8% 2.81 Growth & Value
    72.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.9% -16.3% -11.4% -4.0% 14.6% 2.74 Growth & Value With Price Momentum
    73.
    Who insiders are, what requirements they must obey, and what insider data is important.
    -31.4% 5.4% -12.8% -1.2% -2.5% 1.82 Specialty
    74.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    13.1% 7.0% -13.2% -3.7% -0.6% 1.60 Value
    75.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -45.9% -6.9% -13.6% 1.8% 5.8% 1.34 Growth & Value With Price Momentum

    10-Year


  •     Screen

    YTD
    Annual Price Gain (%)
    Risk Index
    Category
    3 Yr
    5 Yr
    10 Yr
    Inception
  • 1.
    Introduction to the use of earnings estimates.
    6.1% 39.0% 22.5% 28.2% 28.6% 1.77 Earnings Estimates
    2.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    19.5% 101.5% 15.2% 27.7% 24.8% 2.91 Growth & Value With Price Momentum
    3.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    21.2% 35.3% 12.8% 22.0% 20.8% 1.48 Growth & Value With Price Momentum
    4.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -1.1% 28.2% 9.9% 21.8% 19.6% 1.71 Value
    5.
    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.
    -36.4% 26.9% 6.1% 21.3% 22.5% 2.00 Value
    6.
    Utilizing contrarian stocks with upward earnings revisions.
    21.6% 35.8% 10.5% 20.9% 15.7% 1.36 Earnings Estimates
    7.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -11.6% 22.4% 17.8% 20.4% 18.6% 2.18 Growth With Price Momentum
    8.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.2% 17.0% 13.3% 20.1% 25.2% 1.83 Growth With Price Momentum
    9.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -0.3% 17.1% 5.5% 19.5% 18.8% 1.31 Growth & Value With Price Momentum
    10.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -22.9% 16.9% -6.5% 19.3% 24.4% 1.92 Value With Price Momentum
    11.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -1.9% 24.5% 11.1% 17.5% 16.4% 1.13 Earnings Estimates
    12.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    -7.0% 47.3% 8.1% 17.4% 18.5% 1.77 Value
    13.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.3% 6.7% 1.3% 16.4% 17.5% 1.51 Value With Price Momentum
    14.
    Introduction to the use of earnings estimates.
    2.1% 26.5% 9.7% 16.2% 16.0% 1.27 Earnings Estimates
    15.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 30.4% 12.7% 16.1% 17.1% 1.38 Value
    16.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -4.2% 29.5% 4.4% 15.4% 18.8% 1.63 Growth & Value
    17.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -0.6% 26.5% 12.2% 15.0% 14.4% 1.19 Value With Price Momentum
    18.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.5% 11.2% -0.9% 14.6% 15.4% 1.51 Value With Price Momentum
    19.
    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.
    -35.2% 13.6% -2.2% 13.4% 14.3% 1.69 Value
    20.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    1.0% 18.1% 4.2% 13.3% 13.8% 1.03 Growth & Value With Price Momentum
    21.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -27.9% 18.0% 2.9% 13.0% 12.8% 1.20 Growth & Value
    22.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -18.3% -7.2% -8.6% 12.3% 20.3% 1.81 Growth & Value
    23.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -14.1% 43.1% 16.7% 11.9% 11.8% 2.27 Growth With Price Momentum
    24.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -2.6% 22.9% 3.2% 11.8% 15.3% 1.33 Growth & Value
    25.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    3.6% 11.4% 8.3% 11.6% 8.0% 1.36 Growth & Value
    26.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    8.2% 21.5% 8.8% 11.5% 14.1% 1.11 Growth & Value
    27.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.3% 17.9% 0.7% 11.1% 12.2% 0.91 Growth & Value
    28.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.7% 20.3% 4.3% 10.7% 12.4% 1.27 Growth
    29.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -5.0% 14.9% 0.2% 10.6% 11.2% 1.34 Value With Price Momentum
    30.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.7% 26.0% 8.1% 9.6% 10.7% 1.28 Growth & Value
    31.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.6% 20.4% 6.2% 9.1% 10.0% 1.22 Value
    32.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -15.1% -16.8% -0.3% 9.1% 10.7% 2.25 Growth & Value
    33.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -5.2% 20.4% 6.2% 9.0% 6.9% 1.43 Growth & Value
    34.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -30.6% 20.1% 0.8% 8.6% 10.4% 1.64 Value
    35.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -25.9% 10.5% -6.9% 8.6% 6.8% 1.45 Growth & Value With Price Momentum
    36.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -49.2% 15.2% -7.3% 8.5% 14.6% 2.14 Growth & Value
    37.
    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.
    -35.1% 4.8% -4.1% 8.4% 11.1% 1.85 Value
    38.
    All Exchange-Listed Stocks
    -12.3% 22.4% -1.2% 8.3% 8.9% 1.39 Indexes
    39.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -14.7% 15.8% -2.8% 8.2% 11.9% 1.92 Growth & Value With Price Momentum
    40.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.8% 25.3% 5.6% 7.9% 9.4% 1.22 Growth & Value
    41.
    S&P SmallCap 600 Growth (TR)
    4.1% 20.3% 4.5% 7.8% 7.7% 1.32 Indexes
    42.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -21.6% 21.8% -2.3% 7.8% 13.7% 1.55 Growth
    43.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -11.7% 14.1% -4.4% 7.7% 9.4% 1.24 Growth & Value
    44.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.7% 25.1% 1.9% 7.4% 9.4% 1.18 Growth
    45.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    117.4% 25.0% 5.3% 7.1% 11.2% 1.68 Growth & Value
    46.
    S&P MidCap 400 Growth (TR)
    -0.9% 21.5% 5.2% 7.1% 10.7% 1.32 Indexes
    47.
    S&P MidCap 400 Value (TR)
    -2.4% 17.0% 1.8% 7.0% 6.4% 1.11 Indexes
    48.
    S&P SmallCap 600 Value (TR)
    -1.2% 14.1% 0.0% 6.6% 6.6% 1.22 Indexes
    49.
    S&P SmallCap 600
    -0.2% 15.6% 0.7% 6.0% 6.1% 1.27 Indexes
    50.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    8.6% 7.0% 0.3% 5.9% 8.1% 0.89 Value
    51.
    Using the dividend-yield approach to invest during volatile markets.
    3.0% 12.7% 0.3% 5.8% 7.7% 0.96 Growth & Value
    52.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -14.9% 16.4% -6.5% 5.8% 10.9% 2.15 Growth With Price Momentum
    53.
    S&P MidCap 400
    -3.1% 17.7% 1.8% 5.6% 7.2% 1.20 Indexes
    54.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.9% 16.4% -1.2% 5.3% 7.7% 1.11 Growth & Value
    55.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 9.9% -0.4% 5.1% 8.6% 1.22 Growth & Value
    56.
    Locating firms with a high proportion of cash to share price.
    -32.8% 6.5% -4.2% 5.0% 9.6% 1.38 Value
    57.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -30.1% 5.2% 2.4% 4.9% 15.2% 1.86 Growth With Price Momentum
    58.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -1.0% 40.4% 6.8% 4.6% 10.0% 1.74 Growth & Value
    59.
    NASDAQ 100
    2.7% 23.4% 5.3% 3.7% 6.1% 1.84 Indexes
    60.
    S&P 500 Value (TR)
    -0.5% 11.5% -2.7% 3.6% 3.2% 0.99 Indexes
    61.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -9.4% 14.0% 0.1% 3.2% 4.9% 1.22 Growth
    62.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -1.2% 8.8% -3.8% 2.8% 5.1% 1.19 Value With Price Momentum
    63.
    S&P 500 Growth (TR)
    4.7% 16.6% 2.7% 2.3% 3.5% 1.11 Indexes
    64.
    Dow Jones 30
    5.5% 11.6% -0.4% 2.0% 3.2% 0.97 Indexes
    65.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -11.2% 7.8% -9.4% 1.9% 3.8% 1.33 Value
    66.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -45.9% -6.9% -13.6% 1.8% 5.8% 1.34 Growth & Value With Price Momentum
    67.
    S&P 500
    0.0% 11.7% -2.4% 0.9% 1.9% 1.00 Indexes
    68.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    10.7% 12.6% -5.2% -0.6% 0.8% 1.23 Value
    69.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -50.9% 3.7% -7.3% -0.9% 2.5% 2.15 Growth & Value
    70.
    Who insiders are, what requirements they must obey, and what insider data is important.
    -31.4% 5.4% -12.8% -1.2% -2.5% 1.82 Specialty
    71.
    Introduction to the use of earnings estimates.
    -15.2% 19.2% -4.9% -1.6% 0.2% 1.60 Earnings Estimates
    72.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    13.1% 7.0% -13.2% -3.7% -0.6% 1.60 Value
    73.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.9% -16.3% -11.4% -4.0% 14.6% 2.74 Growth & Value With Price Momentum
    74.
    Introduction to the use of earnings estimates.
    -31.1% 16.4% -9.1% -5.5% -1.1% 1.96 Earnings Estimates
    75.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -29.8% 10.9% -10.4% -14.3% -6.8% 2.81 Growth & Value

    Inception


  •     Screen

    YTD
    Annual Price Gain (%)
    Risk Index
    Category
    3 Yr
    5 Yr
    10 Yr
    Inception
  • 1.
    Introduction to the use of earnings estimates.
    6.1% 39.0% 22.5% 28.2% 28.6% 1.77 Earnings Estimates
    2.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.2% 17.0% 13.3% 20.1% 25.2% 1.83 Growth With Price Momentum
    3.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    19.5% 101.5% 15.2% 27.7% 24.8% 2.91 Growth & Value With Price Momentum
    4.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -22.9% 16.9% -6.5% 19.3% 24.4% 1.92 Value With Price Momentum
    5.
    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.
    -36.4% 26.9% 6.1% 21.3% 22.5% 2.00 Value
    6.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    21.2% 35.3% 12.8% 22.0% 20.8% 1.48 Growth & Value With Price Momentum
    7.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -18.3% -7.2% -8.6% 12.3% 20.3% 1.81 Growth & Value
    8.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -1.1% 28.2% 9.9% 21.8% 19.6% 1.71 Value
    9.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -0.3% 17.1% 5.5% 19.5% 18.8% 1.31 Growth & Value With Price Momentum
    10.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -4.2% 29.5% 4.4% 15.4% 18.8% 1.63 Growth & Value
    11.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -11.6% 22.4% 17.8% 20.4% 18.6% 2.18 Growth With Price Momentum
    12.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    -7.0% 47.3% 8.1% 17.4% 18.5% 1.77 Value
    13.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.3% 6.7% 1.3% 16.4% 17.5% 1.51 Value With Price Momentum
    14.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 30.4% 12.7% 16.1% 17.1% 1.38 Value
    15.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -1.9% 24.5% 11.1% 17.5% 16.4% 1.13 Earnings Estimates
    16.
    Introduction to the use of earnings estimates.
    2.1% 26.5% 9.7% 16.2% 16.0% 1.27 Earnings Estimates
    17.
    Utilizing contrarian stocks with upward earnings revisions.
    21.6% 35.8% 10.5% 20.9% 15.7% 1.36 Earnings Estimates
    18.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.5% 11.2% -0.9% 14.6% 15.4% 1.51 Value With Price Momentum
    19.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -2.6% 22.9% 3.2% 11.8% 15.3% 1.33 Growth & Value
    20.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -30.1% 5.2% 2.4% 4.9% 15.2% 1.86 Growth With Price Momentum
    21.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -49.2% 15.2% -7.3% 8.5% 14.6% 2.14 Growth & Value
    22.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.9% -16.3% -11.4% -4.0% 14.6% 2.74 Growth & Value With Price Momentum
    23.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -0.6% 26.5% 12.2% 15.0% 14.4% 1.19 Value With Price Momentum
    24.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -35.2% 13.6% -2.2% 13.4% 14.3% 1.69 Value
    25.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    8.2% 21.5% 8.8% 11.5% 14.1% 1.11 Growth & Value
    26.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    1.0% 18.1% 4.2% 13.3% 13.8% 1.03 Growth & Value With Price Momentum
    27.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -21.6% 21.8% -2.3% 7.8% 13.7% 1.55 Growth
    28.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -27.9% 18.0% 2.9% 13.0% 12.8% 1.20 Growth & Value
    29.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.7% 20.3% 4.3% 10.7% 12.4% 1.27 Growth
    30.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.3% 17.9% 0.7% 11.1% 12.2% 0.91 Growth & Value
    31.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -14.7% 15.8% -2.8% 8.2% 11.9% 1.92 Growth & Value With Price Momentum
    32.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -14.1% 43.1% 16.7% 11.9% 11.8% 2.27 Growth With Price Momentum
    33.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -5.0% 14.9% 0.2% 10.6% 11.2% 1.34 Value With Price Momentum
    34.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    117.4% 25.0% 5.3% 7.1% 11.2% 1.68 Growth & Value
    35.
    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.
    -35.1% 4.8% -4.1% 8.4% 11.1% 1.85 Value
    36.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -14.9% 16.4% -6.5% 5.8% 10.9% 2.15 Growth With Price Momentum
    37.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.7% 26.0% 8.1% 9.6% 10.7% 1.28 Growth & Value
    38.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -15.1% -16.8% -0.3% 9.1% 10.7% 2.25 Growth & Value
    39.
    S&P MidCap 400 Growth (TR)
    -0.9% 21.5% 5.2% 7.1% 10.7% 1.32 Indexes
    40.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -30.6% 20.1% 0.8% 8.6% 10.4% 1.64 Value
    41.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.6% 20.4% 6.2% 9.1% 10.0% 1.22 Value
    42.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -1.0% 40.4% 6.8% 4.6% 10.0% 1.74 Growth & Value
    43.
    Locating firms with a high proportion of cash to share price.
    -32.8% 6.5% -4.2% 5.0% 9.6% 1.38 Value
    44.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.8% 25.3% 5.6% 7.9% 9.4% 1.22 Growth & Value
    45.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -11.7% 14.1% -4.4% 7.7% 9.4% 1.24 Growth & Value
    46.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.7% 25.1% 1.9% 7.4% 9.4% 1.18 Growth
    47.
    All Exchange-Listed Stocks
    -12.3% 22.4% -1.2% 8.3% 8.9% 1.39 Indexes
    48.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 9.9% -0.4% 5.1% 8.6% 1.22 Growth & Value
    49.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    8.6% 7.0% 0.3% 5.9% 8.1% 0.89 Value
    50.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    3.6% 11.4% 8.3% 11.6% 8.0% 1.36 Growth & Value
    51.
    S&P SmallCap 600 Growth (TR)
    4.1% 20.3% 4.5% 7.8% 7.7% 1.32 Indexes
    52.
    Using the dividend-yield approach to invest during volatile markets.
    3.0% 12.7% 0.3% 5.8% 7.7% 0.96 Growth & Value
    53.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.9% 16.4% -1.2% 5.3% 7.7% 1.11 Growth & Value
    54.
    S&P MidCap 400
    -3.1% 17.7% 1.8% 5.6% 7.2% 1.20 Indexes
    55.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -5.2% 20.4% 6.2% 9.0% 6.9% 1.43 Growth & Value
    56.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -25.9% 10.5% -6.9% 8.6% 6.8% 1.45 Growth & Value With Price Momentum
    57.
    S&P SmallCap 600 Value (TR)
    -1.2% 14.1% 0.0% 6.6% 6.6% 1.22 Indexes
    58.
    S&P MidCap 400 Value (TR)
    -2.4% 17.0% 1.8% 7.0% 6.4% 1.11 Indexes
    59.
    S&P SmallCap 600
    -0.2% 15.6% 0.7% 6.0% 6.1% 1.27 Indexes
    60.
    NASDAQ 100
    2.7% 23.4% 5.3% 3.7% 6.1% 1.84 Indexes
    61.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -45.9% -6.9% -13.6% 1.8% 5.8% 1.34 Growth & Value With Price Momentum
    62.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -1.2% 8.8% -3.8% 2.8% 5.1% 1.19 Value With Price Momentum
    63.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -9.4% 14.0% 0.1% 3.2% 4.9% 1.22 Growth
    64.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -11.2% 7.8% -9.4% 1.9% 3.8% 1.33 Value
    65.
    S&P 500 Growth (TR)
    4.7% 16.6% 2.7% 2.3% 3.5% 1.11 Indexes
    66.
    S&P 500 Value (TR)
    -0.5% 11.5% -2.7% 3.6% 3.2% 0.99 Indexes
    67.
    Dow Jones 30
    5.5% 11.6% -0.4% 2.0% 3.2% 0.97 Indexes
    68.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -50.9% 3.7% -7.3% -0.9% 2.5% 2.15 Growth & Value
    69.
    S&P 500
    0.0% 11.7% -2.4% 0.9% 1.9% 1.00 Indexes
    70.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    10.7% 12.6% -5.2% -0.6% 0.8% 1.23 Value
    71.
    Introduction to the use of earnings estimates.
    -15.2% 19.2% -4.9% -1.6% 0.2% 1.60 Earnings Estimates
    72.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    13.1% 7.0% -13.2% -3.7% -0.6% 1.60 Value
    73.
    Introduction to the use of earnings estimates.
    -31.1% 16.4% -9.1% -5.5% -1.1% 1.96 Earnings Estimates
    74.
    Who insiders are, what requirements they must obey, and what insider data is important.
    -31.4% 5.4% -12.8% -1.2% -2.5% 1.82 Specialty
    75.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -29.8% 10.9% -10.4% -14.3% -6.8% 2.81 Growth & Value

    Risk Index


  •     Screen

    YTD
    Annual Price Gain (%)
    Risk Index
    Category
    3 Yr
    5 Yr
    10 Yr
    Inception
  • 1.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    8.6% 7.0% 0.3% 5.9% 8.1% 0.89 Value
    2.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.3% 17.9% 0.7% 11.1% 12.2% 0.91 Growth & Value
    3.
    Using the dividend-yield approach to invest during volatile markets.
    3.0% 12.7% 0.3% 5.8% 7.7% 0.96 Growth & Value
    4.
    Dow Jones 30
    5.5% 11.6% -0.4% 2.0% 3.2% 0.97 Indexes
    5.
    S&P 500 Value (TR)
    -0.5% 11.5% -2.7% 3.6% 3.2% 0.99 Indexes
    6.
    S&P 500
    0.0% 11.7% -2.4% 0.9% 1.9% 1.00 Indexes
    7.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    1.0% 18.1% 4.2% 13.3% 13.8% 1.03 Growth & Value With Price Momentum
    8.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    8.2% 21.5% 8.8% 11.5% 14.1% 1.11 Growth & Value
    9.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.9% 16.4% -1.2% 5.3% 7.7% 1.11 Growth & Value
    10.
    S&P MidCap 400 Value (TR)
    -2.4% 17.0% 1.8% 7.0% 6.4% 1.11 Indexes
    11.
    S&P 500 Growth (TR)
    4.7% 16.6% 2.7% 2.3% 3.5% 1.11 Indexes
    12.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -1.9% 24.5% 11.1% 17.5% 16.4% 1.13 Earnings Estimates
    13.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.7% 25.1% 1.9% 7.4% 9.4% 1.18 Growth
    14.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -0.6% 26.5% 12.2% 15.0% 14.4% 1.19 Value With Price Momentum
    15.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -1.2% 8.8% -3.8% 2.8% 5.1% 1.19 Value With Price Momentum
    16.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -27.9% 18.0% 2.9% 13.0% 12.8% 1.20 Growth & Value
    17.
    S&P MidCap 400
    -3.1% 17.7% 1.8% 5.6% 7.2% 1.20 Indexes
    18.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.6% 20.4% 6.2% 9.1% 10.0% 1.22 Value
    19.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.8% 25.3% 5.6% 7.9% 9.4% 1.22 Growth & Value
    20.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 9.9% -0.4% 5.1% 8.6% 1.22 Growth & Value
    21.
    S&P SmallCap 600 Value (TR)
    -1.2% 14.1% 0.0% 6.6% 6.6% 1.22 Indexes
    22.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -9.4% 14.0% 0.1% 3.2% 4.9% 1.22 Growth
    23.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    10.7% 12.6% -5.2% -0.6% 0.8% 1.23 Value
    24.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -11.7% 14.1% -4.4% 7.7% 9.4% 1.24 Growth & Value
    25.
    Introduction to the use of earnings estimates.
    2.1% 26.5% 9.7% 16.2% 16.0% 1.27 Earnings Estimates
    26.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.7% 20.3% 4.3% 10.7% 12.4% 1.27 Growth
    27.
    S&P SmallCap 600
    -0.2% 15.6% 0.7% 6.0% 6.1% 1.27 Indexes
    28.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.7% 26.0% 8.1% 9.6% 10.7% 1.28 Growth & Value
    29.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -0.3% 17.1% 5.5% 19.5% 18.8% 1.31 Growth & Value With Price Momentum
    30.
    S&P MidCap 400 Growth (TR)
    -0.9% 21.5% 5.2% 7.1% 10.7% 1.32 Indexes
    31.
    S&P SmallCap 600 Growth (TR)
    4.1% 20.3% 4.5% 7.8% 7.7% 1.32 Indexes
    32.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -2.6% 22.9% 3.2% 11.8% 15.3% 1.33 Growth & Value
    33.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -11.2% 7.8% -9.4% 1.9% 3.8% 1.33 Value
    34.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -5.0% 14.9% 0.2% 10.6% 11.2% 1.34 Value With Price Momentum
    35.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -45.9% -6.9% -13.6% 1.8% 5.8% 1.34 Growth & Value With Price Momentum
    36.
    Utilizing contrarian stocks with upward earnings revisions.
    21.6% 35.8% 10.5% 20.9% 15.7% 1.36 Earnings Estimates
    37.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    3.6% 11.4% 8.3% 11.6% 8.0% 1.36 Growth & Value
    38.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 30.4% 12.7% 16.1% 17.1% 1.38 Value
    39.
    Locating firms with a high proportion of cash to share price.
    -32.8% 6.5% -4.2% 5.0% 9.6% 1.38 Value
    40.
    All Exchange-Listed Stocks
    -12.3% 22.4% -1.2% 8.3% 8.9% 1.39 Indexes
    41.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -5.2% 20.4% 6.2% 9.0% 6.9% 1.43 Growth & Value
    42.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -25.9% 10.5% -6.9% 8.6% 6.8% 1.45 Growth & Value With Price Momentum
    43.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    21.2% 35.3% 12.8% 22.0% 20.8% 1.48 Growth & Value With Price Momentum
    44.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.3% 6.7% 1.3% 16.4% 17.5% 1.51 Value With Price Momentum
    45.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.5% 11.2% -0.9% 14.6% 15.4% 1.51 Value With Price Momentum
    46.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -21.6% 21.8% -2.3% 7.8% 13.7% 1.55 Growth
    47.
    Introduction to the use of earnings estimates.
    -15.2% 19.2% -4.9% -1.6% 0.2% 1.60 Earnings Estimates
    48.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    13.1% 7.0% -13.2% -3.7% -0.6% 1.60 Value
    49.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -4.2% 29.5% 4.4% 15.4% 18.8% 1.63 Growth & Value
    50.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -30.6% 20.1% 0.8% 8.6% 10.4% 1.64 Value
    51.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    117.4% 25.0% 5.3% 7.1% 11.2% 1.68 Growth & Value
    52.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -35.2% 13.6% -2.2% 13.4% 14.3% 1.69 Value
    53.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -1.1% 28.2% 9.9% 21.8% 19.6% 1.71 Value
    54.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -1.0% 40.4% 6.8% 4.6% 10.0% 1.74 Growth & Value
    55.
    Introduction to the use of earnings estimates.
    6.1% 39.0% 22.5% 28.2% 28.6% 1.77 Earnings Estimates
    56.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    -7.0% 47.3% 8.1% 17.4% 18.5% 1.77 Value
    57.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -18.3% -7.2% -8.6% 12.3% 20.3% 1.81 Growth & Value
    58.
    Who insiders are, what requirements they must obey, and what insider data is important.
    -31.4% 5.4% -12.8% -1.2% -2.5% 1.82 Specialty
    59.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.2% 17.0% 13.3% 20.1% 25.2% 1.83 Growth With Price Momentum
    60.
    NASDAQ 100
    2.7% 23.4% 5.3% 3.7% 6.1% 1.84 Indexes
    61.
    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.
    -35.1% 4.8% -4.1% 8.4% 11.1% 1.85 Value
    62.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -30.1% 5.2% 2.4% 4.9% 15.2% 1.86 Growth With Price Momentum
    63.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -22.9% 16.9% -6.5% 19.3% 24.4% 1.92 Value With Price Momentum
    64.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -14.7% 15.8% -2.8% 8.2% 11.9% 1.92 Growth & Value With Price Momentum
    65.
    Introduction to the use of earnings estimates.
    -31.1% 16.4% -9.1% -5.5% -1.1% 1.96 Earnings Estimates
    66.
    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.
    -36.4% 26.9% 6.1% 21.3% 22.5% 2.00 Value
    67.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -49.2% 15.2% -7.3% 8.5% 14.6% 2.14 Growth & Value
    68.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -14.9% 16.4% -6.5% 5.8% 10.9% 2.15 Growth With Price Momentum
    69.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -50.9% 3.7% -7.3% -0.9% 2.5% 2.15 Growth & Value
    70.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -11.6% 22.4% 17.8% 20.4% 18.6% 2.18 Growth With Price Momentum
    71.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -15.1% -16.8% -0.3% 9.1% 10.7% 2.25 Growth & Value
    72.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -14.1% 43.1% 16.7% 11.9% 11.8% 2.27 Growth With Price Momentum
    73.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.9% -16.3% -11.4% -4.0% 14.6% 2.74 Growth & Value With Price Momentum
    74.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -29.8% 10.9% -10.4% -14.3% -6.8% 2.81 Growth & Value
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    19.5% 101.5% 15.2% 27.7% 24.8% 2.91 Growth & Value With Price Momentum

    Category


  •     Screen

    YTD
    Annual Price Gain (%)
    Risk Index
    Category
    3 Yr
    5 Yr
    10 Yr
    Inception
  • 1.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -1.9% 24.5% 11.1% 17.5% 16.4% 1.13 Earnings Estimates
    2.
    Introduction to the use of earnings estimates.
    2.1% 26.5% 9.7% 16.2% 16.0% 1.27 Earnings Estimates
    3.
    Utilizing contrarian stocks with upward earnings revisions.
    21.6% 35.8% 10.5% 20.9% 15.7% 1.36 Earnings Estimates
    4.
    Introduction to the use of earnings estimates.
    -15.2% 19.2% -4.9% -1.6% 0.2% 1.60 Earnings Estimates
    5.
    Introduction to the use of earnings estimates.
    6.1% 39.0% 22.5% 28.2% 28.6% 1.77 Earnings Estimates
    6.
    Introduction to the use of earnings estimates.
    -31.1% 16.4% -9.1% -5.5% -1.1% 1.96 Earnings Estimates
    7.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.7% 25.1% 1.9% 7.4% 9.4% 1.18 Growth
    8.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -9.4% 14.0% 0.1% 3.2% 4.9% 1.22 Growth
    9.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.7% 20.3% 4.3% 10.7% 12.4% 1.27 Growth
    10.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -21.6% 21.8% -2.3% 7.8% 13.7% 1.55 Growth
    11.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.3% 17.9% 0.7% 11.1% 12.2% 0.91 Growth & Value
    12.
    Using the dividend-yield approach to invest during volatile markets.
    3.0% 12.7% 0.3% 5.8% 7.7% 0.96 Growth & Value
    13.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    8.2% 21.5% 8.8% 11.5% 14.1% 1.11 Growth & Value
    14.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.9% 16.4% -1.2% 5.3% 7.7% 1.11 Growth & Value
    15.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -27.9% 18.0% 2.9% 13.0% 12.8% 1.20 Growth & Value
    16.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.8% 25.3% 5.6% 7.9% 9.4% 1.22 Growth & Value
    17.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 9.9% -0.4% 5.1% 8.6% 1.22 Growth & Value
    18.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -11.7% 14.1% -4.4% 7.7% 9.4% 1.24 Growth & Value
    19.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.7% 26.0% 8.1% 9.6% 10.7% 1.28 Growth & Value
    20.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -2.6% 22.9% 3.2% 11.8% 15.3% 1.33 Growth & Value
    21.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    3.6% 11.4% 8.3% 11.6% 8.0% 1.36 Growth & Value
    22.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -5.2% 20.4% 6.2% 9.0% 6.9% 1.43 Growth & Value
    23.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -4.2% 29.5% 4.4% 15.4% 18.8% 1.63 Growth & Value
    24.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    117.4% 25.0% 5.3% 7.1% 11.2% 1.68 Growth & Value
    25.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -1.0% 40.4% 6.8% 4.6% 10.0% 1.74 Growth & Value
    26.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -18.3% -7.2% -8.6% 12.3% 20.3% 1.81 Growth & Value
    27.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -49.2% 15.2% -7.3% 8.5% 14.6% 2.14 Growth & Value
    28.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -50.9% 3.7% -7.3% -0.9% 2.5% 2.15 Growth & Value
    29.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -15.1% -16.8% -0.3% 9.1% 10.7% 2.25 Growth & Value
    30.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -29.8% 10.9% -10.4% -14.3% -6.8% 2.81 Growth & Value
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    1.0% 18.1% 4.2% 13.3% 13.8% 1.03 Growth & Value With Price Momentum
    32.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -0.3% 17.1% 5.5% 19.5% 18.8% 1.31 Growth & Value With Price Momentum
    33.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -45.9% -6.9% -13.6% 1.8% 5.8% 1.34 Growth & Value With Price Momentum
    34.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -25.9% 10.5% -6.9% 8.6% 6.8% 1.45 Growth & Value With Price Momentum
    35.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    21.2% 35.3% 12.8% 22.0% 20.8% 1.48 Growth & Value With Price Momentum
    36.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -14.7% 15.8% -2.8% 8.2% 11.9% 1.92 Growth & Value With Price Momentum
    37.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.9% -16.3% -11.4% -4.0% 14.6% 2.74 Growth & Value With Price Momentum
    38.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    19.5% 101.5% 15.2% 27.7% 24.8% 2.91 Growth & Value With Price Momentum
    39.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.2% 17.0% 13.3% 20.1% 25.2% 1.83 Growth With Price Momentum
    40.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -30.1% 5.2% 2.4% 4.9% 15.2% 1.86 Growth With Price Momentum
    41.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -14.9% 16.4% -6.5% 5.8% 10.9% 2.15 Growth With Price Momentum
    42.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -11.6% 22.4% 17.8% 20.4% 18.6% 2.18 Growth With Price Momentum
    43.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -14.1% 43.1% 16.7% 11.9% 11.8% 2.27 Growth With Price Momentum
    44.
    Dow Jones 30
    5.5% 11.6% -0.4% 2.0% 3.2% 0.97 Indexes
    45.
    S&P 500 Value (TR)
    -0.5% 11.5% -2.7% 3.6% 3.2% 0.99 Indexes
    46.
    S&P 500
    0.0% 11.7% -2.4% 0.9% 1.9% 1.00 Indexes
    47.
    S&P MidCap 400 Value (TR)
    -2.4% 17.0% 1.8% 7.0% 6.4% 1.11 Indexes
    48.
    S&P 500 Growth (TR)
    4.7% 16.6% 2.7% 2.3% 3.5% 1.11 Indexes
    49.
    S&P MidCap 400
    -3.1% 17.7% 1.8% 5.6% 7.2% 1.20 Indexes
    50.
    S&P SmallCap 600 Value (TR)
    -1.2% 14.1% 0.0% 6.6% 6.6% 1.22 Indexes
    51.
    S&P SmallCap 600
    -0.2% 15.6% 0.7% 6.0% 6.1% 1.27 Indexes
    52.
    S&P MidCap 400 Growth (TR)
    -0.9% 21.5% 5.2% 7.1% 10.7% 1.32 Indexes
    53.
    S&P SmallCap 600 Growth (TR)
    4.1% 20.3% 4.5% 7.8% 7.7% 1.32 Indexes
    54.
    All Exchange-Listed Stocks
    -12.3% 22.4% -1.2% 8.3% 8.9% 1.39 Indexes
    55.
    NASDAQ 100
    2.7% 23.4% 5.3% 3.7% 6.1% 1.84 Indexes
    56.
    Who insiders are, what requirements they must obey, and what insider data is important.
    -31.4% 5.4% -12.8% -1.2% -2.5% 1.82 Specialty
    57.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    8.6% 7.0% 0.3% 5.9% 8.1% 0.89 Value
    58.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.6% 20.4% 6.2% 9.1% 10.0% 1.22 Value
    59.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    10.7% 12.6% -5.2% -0.6% 0.8% 1.23 Value
    60.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -11.2% 7.8% -9.4% 1.9% 3.8% 1.33 Value
    61.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 30.4% 12.7% 16.1% 17.1% 1.38 Value
    62.
    Locating firms with a high proportion of cash to share price.
    -32.8% 6.5% -4.2% 5.0% 9.6% 1.38 Value
    63.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    13.1% 7.0% -13.2% -3.7% -0.6% 1.60 Value
    64.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -30.6% 20.1% 0.8% 8.6% 10.4% 1.64 Value
    65.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -35.2% 13.6% -2.2% 13.4% 14.3% 1.69 Value
    66.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -1.1% 28.2% 9.9% 21.8% 19.6% 1.71 Value
    67.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    -7.0% 47.3% 8.1% 17.4% 18.5% 1.77 Value
    68.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -35.1% 4.8% -4.1% 8.4% 11.1% 1.85 Value
    69.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    -36.4% 26.9% 6.1% 21.3% 22.5% 2.00 Value
    70.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -0.6% 26.5% 12.2% 15.0% 14.4% 1.19 Value With Price Momentum
    71.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -1.2% 8.8% -3.8% 2.8% 5.1% 1.19 Value With Price Momentum
    72.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -5.0% 14.9% 0.2% 10.6% 11.2% 1.34 Value With Price Momentum
    73.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.3% 6.7% 1.3% 16.4% 17.5% 1.51 Value With Price Momentum
    74.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.5% 11.2% -0.9% 14.6% 15.4% 1.51 Value With Price Momentum
    75.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -22.9% 16.9% -6.5% 19.3% 24.4% 1.92 Value With Price Momentum

    Alphabetical


  •     Screen

    YTD
    Annual Price Gain (%)
    Risk Index
    Category
    3 Yr
    5 Yr
    10 Yr
    Inception
  • 1.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -25.9% 10.5% -6.9% 8.6% 6.8% 1.45 Growth & Value With Price Momentum
    2.
    All Exchange-Listed Stocks
    -12.3% 22.4% -1.2% 8.3% 8.9% 1.39 Indexes
    3.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    8.2% 21.5% 8.8% 11.5% 14.1% 1.11 Growth & Value
    4.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.8% 25.3% 5.6% 7.9% 9.4% 1.22 Growth & Value
    5.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.7% 26.0% 8.1% 9.6% 10.7% 1.28 Growth & Value
    6.
    Locating firms with a high proportion of cash to share price.
    -32.8% 6.5% -4.2% 5.0% 9.6% 1.38 Value
    7.
    Using the dividend-yield approach to invest during volatile markets.
    3.0% 12.7% 0.3% 5.8% 7.7% 0.96 Growth & Value
    8.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.9% 16.4% -1.2% 5.3% 7.7% 1.11 Growth & Value
    9.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.3% 17.9% 0.7% 11.1% 12.2% 0.91 Growth & Value
    10.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    10.7% 12.6% -5.2% -0.6% 0.8% 1.23 Value
    11.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    13.1% 7.0% -13.2% -3.7% -0.6% 1.60 Value
    12.
    Dow Jones 30
    5.5% 11.6% -0.4% 2.0% 3.2% 0.97 Indexes
    13.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -11.7% 14.1% -4.4% 7.7% 9.4% 1.24 Growth & Value
    14.
    Utilizing contrarian stocks with upward earnings revisions.
    21.6% 35.8% 10.5% 20.9% 15.7% 1.36 Earnings Estimates
    15.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -14.1% 43.1% 16.7% 11.9% 11.8% 2.27 Growth With Price Momentum
    16.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -21.6% 21.8% -2.3% 7.8% 13.7% 1.55 Growth
    17.
    Introduction to the use of earnings estimates.
    -15.2% 19.2% -4.9% -1.6% 0.2% 1.60 Earnings Estimates
    18.
    Introduction to the use of earnings estimates.
    -31.1% 16.4% -9.1% -5.5% -1.1% 1.96 Earnings Estimates
    19.
    Introduction to the use of earnings estimates.
    2.1% 26.5% 9.7% 16.2% 16.0% 1.27 Earnings Estimates
    20.
    Introduction to the use of earnings estimates.
    6.1% 39.0% 22.5% 28.2% 28.6% 1.77 Earnings Estimates
    21.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -50.9% 3.7% -7.3% -0.9% 2.5% 2.15 Growth & Value
    22.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -14.9% 16.4% -6.5% 5.8% 10.9% 2.15 Growth With Price Momentum
    23.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -49.2% 15.2% -7.3% 8.5% 14.6% 2.14 Growth & Value
    24.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -35.2% 13.6% -2.2% 13.4% 14.3% 1.69 Value
    25.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 30.4% 12.7% 16.1% 17.1% 1.38 Value
    26.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    8.6% 7.0% 0.3% 5.9% 8.1% 0.89 Value
    27.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -1.1% 28.2% 9.9% 21.8% 19.6% 1.71 Value
    28.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.7% 25.1% 1.9% 7.4% 9.4% 1.18 Growth
    29.
    Who insiders are, what requirements they must obey, and what insider data is important.
    -31.4% 5.4% -12.8% -1.2% -2.5% 1.82 Specialty
    30.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -9.4% 14.0% 0.1% 3.2% 4.9% 1.22 Growth
    31.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    3.6% 11.4% 8.3% 11.6% 8.0% 1.36 Growth & Value
    32.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -11.6% 22.4% 17.8% 20.4% 18.6% 2.18 Growth With Price Momentum
    33.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -15.1% -16.8% -0.3% 9.1% 10.7% 2.25 Growth & Value
    34.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -0.6% 26.5% 12.2% 15.0% 14.4% 1.19 Value With Price Momentum
    35.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -27.9% 18.0% 2.9% 13.0% 12.8% 1.20 Growth & Value
    36.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -30.6% 20.1% 0.8% 8.6% 10.4% 1.64 Value
    37.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.9% -16.3% -11.4% -4.0% 14.6% 2.74 Growth & Value With Price Momentum
    38.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    19.5% 101.5% 15.2% 27.7% 24.8% 2.91 Growth & Value With Price Momentum
    39.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -45.9% -6.9% -13.6% 1.8% 5.8% 1.34 Growth & Value With Price Momentum
    40.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -29.8% 10.9% -10.4% -14.3% -6.8% 2.81 Growth & Value
    41.
    NASDAQ 100
    2.7% 23.4% 5.3% 3.7% 6.1% 1.84 Indexes
    42.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -4.2% 29.5% 4.4% 15.4% 18.8% 1.63 Growth & Value
    43.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -14.7% 15.8% -2.8% 8.2% 11.9% 1.92 Growth & Value With Price Momentum
    44.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.2% 17.0% 13.3% 20.1% 25.2% 1.83 Growth With Price Momentum
    45.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -30.1% 5.2% 2.4% 4.9% 15.2% 1.86 Growth With Price Momentum
    46.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -5.0% 14.9% 0.2% 10.6% 11.2% 1.34 Value With Price Momentum
    47.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.5% 11.2% -0.9% 14.6% 15.4% 1.51 Value With Price Momentum
    48.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -1.2% 8.8% -3.8% 2.8% 5.1% 1.19 Value With Price Momentum
    49.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.3% 6.7% 1.3% 16.4% 17.5% 1.51 Value With Price Momentum
    50.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -22.9% 16.9% -6.5% 19.3% 24.4% 1.92 Value With Price Momentum
    51.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -11.2% 7.8% -9.4% 1.9% 3.8% 1.33 Value
    52.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -1.9% 24.5% 11.1% 17.5% 16.4% 1.13 Earnings Estimates
    53.
    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.
    -36.4% 26.9% 6.1% 21.3% 22.5% 2.00 Value
    54.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    -7.0% 47.3% 8.1% 17.4% 18.5% 1.77 Value
    55.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -2.6% 22.9% 3.2% 11.8% 15.3% 1.33 Growth & Value
    56.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.7% 20.3% 4.3% 10.7% 12.4% 1.27 Growth
    57.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -1.0% 40.4% 6.8% 4.6% 10.0% 1.74 Growth & Value
    58.
    S&P 500
    0.0% 11.7% -2.4% 0.9% 1.9% 1.00 Indexes
    59.
    S&P 500 Growth (TR)
    4.7% 16.6% 2.7% 2.3% 3.5% 1.11 Indexes
    60.
    S&P 500 Value (TR)
    -0.5% 11.5% -2.7% 3.6% 3.2% 0.99 Indexes
    61.
    S&P MidCap 400
    -3.1% 17.7% 1.8% 5.6% 7.2% 1.20 Indexes
    62.
    S&P MidCap 400 Growth (TR)
    -0.9% 21.5% 5.2% 7.1% 10.7% 1.32 Indexes
    63.
    S&P MidCap 400 Value (TR)
    -2.4% 17.0% 1.8% 7.0% 6.4% 1.11 Indexes
    64.
    S&P SmallCap 600
    -0.2% 15.6% 0.7% 6.0% 6.1% 1.27 Indexes
    65.
    S&P SmallCap 600 Growth (TR)
    4.1% 20.3% 4.5% 7.8% 7.7% 1.32 Indexes
    66.
    S&P SmallCap 600 Value (TR)
    -1.2% 14.1% 0.0% 6.6% 6.6% 1.22 Indexes
    67.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -35.1% 4.8% -4.1% 8.4% 11.1% 1.85 Value
    68.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    21.2% 35.3% 12.8% 22.0% 20.8% 1.48 Growth & Value With Price Momentum
    69.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    117.4% 25.0% 5.3% 7.1% 11.2% 1.68 Growth & Value
    70.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 9.9% -0.4% 5.1% 8.6% 1.22 Growth & Value
    71.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -0.3% 17.1% 5.5% 19.5% 18.8% 1.31 Growth & Value With Price Momentum
    72.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    1.0% 18.1% 4.2% 13.3% 13.8% 1.03 Growth & Value With Price Momentum
    73.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -5.2% 20.4% 6.2% 9.0% 6.9% 1.43 Growth & Value
    74.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.6% 20.4% 6.2% 9.1% 10.0% 1.22 Value
    75.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -18.3% -7.2% -8.6% 12.3% 20.3% 1.81 Growth & Value
  • Benchmark: S&P 500 -0.0% 11.7% -2.4% 0.9%    1.9%    1.00