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 50 stock investment strategies as well as the companies that pass each screen.

Data as of 12/31/2015
Screen Performance Snapshots (click tabs to change sort order)

YTD


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    32.1% 40.1% 15.6% 12.2% 18.7% 1.86 Growth With Price Momentum
    2.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    22.7% 19.1% -3.8% 1.3% 4.9% 2.21 Growth & Value
    3.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    19.2% 20.8% 19.4% 13.2% 20.4% 1.43 Growth & Value With Price Momentum
    4.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    17.4% 16.3% 23.8% 7.0% 10.4% 1.65 Growth & Value
    5.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    17.2% 7.7% 4.4% 1.3% 10.7% 2.32 Growth With Price Momentum
    6.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    17.2% 19.8% 11.5% 19.9% 13.4% 2.22 Growth With Price Momentum
    7.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    11.7% 15.7% 15.2% 1.7% 2.8% 1.56 Value
    8.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    11.4% 14.1% 9.2% 7.0% 15.7% 1.38 Growth With Price Momentum
    9.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    11.2% -21.1% -23.7% -13.5% 0.3% 1.57 Growth & Value With Price Momentum
    10.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    8.6% -1.8% -1.1% 10.2% 14.6% 1.81 Value
    11.
    NASDAQ 100
    8.4% 19.9% 15.7% 10.8% 8.9% 1.78 Indexes
    12.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.7% 18.1% 11.7% 8.7% 14.0% 1.05 Growth & Value With Price Momentum
    13.
    Utilizing contrarian stocks with upward earnings revisions.
    6.4% 18.1% 17.8% 15.7% 15.9% 1.35 Earnings Estimates
    14.
    Introduction to the use of earnings estimates.
    5.9% 17.7% 14.2% 20.4% 24.3% 1.82 Earnings Estimates
    15.
    S&P 500 Growth (TR)
    5.5% 17.2% 14.1% 8.9% 6.4% 1.10 Indexes
    16.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    4.4% -15.3% -17.5% -3.2% 2.1% 2.22 Growth & Value With Price Momentum
    17.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 13.1% 9.7% 9.7% 11.0% 1.28 Growth & Value
    18.
    S&P SmallCap 600 Growth (TR)
    2.8% 15.0% 12.7% 9.2% 9.3% 1.31 Indexes
    19.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.8% 21.3% 14.2% 11.6% 18.6% 1.34 Growth & Value With Price Momentum
    20.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.5% 14.0% 12.5% 9.5% 10.6% 1.21 Growth & Value
    21.
    S&P MidCap 400 Growth (TR)
    2.0% 13.6% 11.5% 8.8% 11.5% 1.29 Indexes
    22.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    1.2% 13.6% 6.0% 20.4% 20.9% 1.74 Value
    23.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.3% 14.2% 12.7% 11.1% 14.0% 1.11 Growth & Value
    24.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    0.3% 30.7% 16.0% 15.5% 19.4% 1.77 Value
    25.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    0.2% 7.0% 4.9% 6.1% 11.4% 1.27 Growth
    26.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    0.0% 7.9% -12.5% 2.0% 1.9% 2.24 Growth & Value With Price Momentum
    27.
    Introduction to the use of earnings estimates.
    -0.1% 8.8% 12.0% 20.5% 25.1% 1.75 Earnings Estimates
    28.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.7% 5.0% -1.6% 10.7% 14.5% 2.11 Growth With Price Momentum
    29.
    S&P 500
    -0.7% 12.7% 10.2% 5.1% 4.2% 1.00 Indexes
    30.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -1.0% 16.2% 11.2% 6.7% 7.5% 1.27 Growth
    31.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -1.4% 10.4% 10.3% 3.7% 2.8% 1.21 Value
    32.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -1.8% 8.2% -5.2% 3.3% 12.0% 1.69 Value
    33.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -2.1% 14.4% 11.9% 7.8% 9.0% 1.43 Growth & Value
    34.
    Dow Jones 30
    -2.2% 10.0% 8.5% 5.0% 4.5% 0.97 Indexes
    35.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.8% 13.5% 13.7% 10.7% 17.5% 1.52 Value With Price Momentum
    36.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 13.8% 11.0% 4.4% 6.7% 1.23 Value With Price Momentum
    37.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -2.9% 11.6% 8.9% 12.1% 13.5% 1.19 Value With Price Momentum
    38.
    S&P 500 Value (TR)
    -3.1% 12.9% 11.0% 5.9% 5.6% 1.00 Indexes
    39.
    S&P SmallCap 600
    -3.4% 12.1% 10.1% 6.7% 7.6% 1.26 Indexes
    40.
    S&P MidCap 400
    -3.7% 11.1% 9.0% 6.6% 8.3% 1.19 Indexes
    41.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -5.1% 6.6% 5.9% 4.9% 7.4% 0.98 Value
    42.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -5.4% 9.1% 6.7% 4.1% 9.9% 1.24 Growth & Value
    43.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -5.5% 10.1% 9.7% 6.8% 15.2% 1.50 Value With Price Momentum
    44.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -5.7% 0.5% -2.5% -2.0% 16.0% 1.90 Growth & Value
    45.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -5.9% 6.7% 5.7% 6.3% 13.6% 1.32 Growth & Value
    46.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.4% -1.1% -1.3% 2.6% 9.1% 2.19 Growth & Value
    47.
    S&P MidCap 400 Value (TR)
    -6.7% 12.0% 10.5% 7.8% 8.1% 1.11 Indexes
    48.
    S&P SmallCap 600 Value (TR)
    -6.7% 10.8% 9.6% 6.7% 7.9% 1.22 Indexes
    49.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -7.0% 16.4% 3.5% 4.9% 8.1% 1.47 Growth & Value With Price Momentum
    50.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -7.1% 2.7% 6.6% 11.5% 14.7% 1.38 Value
    51.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.2% 21.6% 10.8% 7.6% 23.7% 1.91 Value With Price Momentum
    52.
    Locating firms with a high proportion of cash to share price.
    -7.8% 8.9% -0.8% 3.0% 9.5% 1.38 Value
    53.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.4% 1.3% 4.4% 8.4% 7.2% 1.36 Growth & Value
    54.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -9.5% -1.5% -7.2% 3.0% 12.7% 2.28 Growth & Value
    55.
    Introduction to the use of earnings estimates.
    -9.6% 0.1% -5.5% -1.5% -0.3% 1.94 Earnings Estimates
    56.
    Using the dividend-yield approach to invest during volatile markets.
    -10.3% 8.8% 7.8% 5.1% 8.0% 0.98 Growth & Value
    57.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.5% 13.4% 9.1% 15.3% 22.7% 1.92 Growth With Price Momentum
    58.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.2% -19.6% -11.5% 4.7% 13.7% 2.97 Growth & Value With Price Momentum
    59.
    All Exchange-Listed Stocks
    -11.6% 8.6% 5.2% 4.9% 9.2% 1.37 Indexes
    60.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -11.7% 6.4% 6.2% 10.9% 14.5% 1.13 Earnings Estimates
    61.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -12.5% 2.2% 2.7% -0.2% 4.4% 1.34 Value
    62.
    Introduction to the use of earnings estimates.
    -12.7% -3.4% -8.3% -3.3% -1.0% 2.31 Earnings Estimates
    63.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -13.1% -2.5% -7.0% 2.9% 8.0% 1.64 Value
    64.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    -14.3% 3.1% 7.0% 7.2% 9.3% 1.23 Value
    65.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    -15.0% 7.5% 10.9% 8.3% 9.6% 1.26 Growth & Value
    66.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -15.0% -0.7% -6.6% 2.8% 9.7% 1.27 Growth & Value
    67.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -15.5% 5.2% 3.1% -0.6% -2.6% 2.75 Growth & Value
    68.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -17.2% 6.0% -0.3% 3.0% 11.9% 1.54 Growth
    69.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -17.9% -4.2% -7.6% -6.4% -2.0% 1.88 Specialty
    70.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -19.0% -1.9% 0.2% 2.9% 9.0% 1.42 Value With Price Momentum
    71.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -19.1% 1.9% 3.6% 4.2% 11.2% 1.92 Growth & Value With Price Momentum
    72.
    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.
    -20.4% -4.4% -8.5% 0.4% 8.5% 1.93 Value
    73.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -21.7% 4.7% 4.8% 6.5% 16.1% 1.63 Growth & Value
    74.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    -40.5% 12.1% 11.4% 14.7% 23.8% 2.07 Value
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -43.0% -6.6% -6.9% -12.8% 8.6% 2.75 Growth & Value With Price Momentum
    76.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -46.0% 6.1% 5.6% 6.6% 9.4% 1.88 Growth & Value

    3-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    32.1% 40.1% 15.6% 12.2% 18.7% 1.86 Growth With Price Momentum
    2.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    0.3% 30.7% 16.0% 15.5% 19.4% 1.77 Value
    3.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.2% 21.6% 10.8% 7.6% 23.7% 1.91 Value With Price Momentum
    4.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.8% 21.3% 14.2% 11.6% 18.6% 1.34 Growth & Value With Price Momentum
    5.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    19.2% 20.8% 19.4% 13.2% 20.4% 1.43 Growth & Value With Price Momentum
    6.
    NASDAQ 100
    8.4% 19.9% 15.7% 10.8% 8.9% 1.78 Indexes
    7.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    17.2% 19.8% 11.5% 19.9% 13.4% 2.22 Growth With Price Momentum
    8.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    22.7% 19.1% -3.8% 1.3% 4.9% 2.21 Growth & Value
    9.
    Utilizing contrarian stocks with upward earnings revisions.
    6.4% 18.1% 17.8% 15.7% 15.9% 1.35 Earnings Estimates
    10.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.7% 18.1% 11.7% 8.7% 14.0% 1.05 Growth & Value With Price Momentum
    11.
    Introduction to the use of earnings estimates.
    5.9% 17.7% 14.2% 20.4% 24.3% 1.82 Earnings Estimates
    12.
    S&P 500 Growth (TR)
    5.5% 17.2% 14.1% 8.9% 6.4% 1.10 Indexes
    13.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -7.0% 16.4% 3.5% 4.9% 8.1% 1.47 Growth & Value With Price Momentum
    14.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    17.4% 16.3% 23.8% 7.0% 10.4% 1.65 Growth & Value
    15.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -1.0% 16.2% 11.2% 6.7% 7.5% 1.27 Growth
    16.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    11.7% 15.7% 15.2% 1.7% 2.8% 1.56 Value
    17.
    S&P SmallCap 600 Growth (TR)
    2.8% 15.0% 12.7% 9.2% 9.3% 1.31 Indexes
    18.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -2.1% 14.4% 11.9% 7.8% 9.0% 1.43 Growth & Value
    19.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.3% 14.2% 12.7% 11.1% 14.0% 1.11 Growth & Value
    20.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    11.4% 14.1% 9.2% 7.0% 15.7% 1.38 Growth With Price Momentum
    21.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.5% 14.0% 12.5% 9.5% 10.6% 1.21 Growth & Value
    22.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 13.8% 11.0% 4.4% 6.7% 1.23 Value With Price Momentum
    23.
    S&P MidCap 400 Growth (TR)
    2.0% 13.6% 11.5% 8.8% 11.5% 1.29 Indexes
    24.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    1.2% 13.6% 6.0% 20.4% 20.9% 1.74 Value
    25.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.8% 13.5% 13.7% 10.7% 17.5% 1.52 Value With Price Momentum
    26.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.5% 13.4% 9.1% 15.3% 22.7% 1.92 Growth With Price Momentum
    27.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 13.1% 9.7% 9.7% 11.0% 1.28 Growth & Value
    28.
    S&P 500 Value (TR)
    -3.1% 12.9% 11.0% 5.9% 5.6% 1.00 Indexes
    29.
    S&P 500
    -0.7% 12.7% 10.2% 5.1% 4.2% 1.00 Indexes
    30.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    -40.5% 12.1% 11.4% 14.7% 23.8% 2.07 Value
    31.
    S&P SmallCap 600
    -3.4% 12.1% 10.1% 6.7% 7.6% 1.26 Indexes
    32.
    S&P MidCap 400 Value (TR)
    -6.7% 12.0% 10.5% 7.8% 8.1% 1.11 Indexes
    33.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -2.9% 11.6% 8.9% 12.1% 13.5% 1.19 Value With Price Momentum
    34.
    S&P MidCap 400
    -3.7% 11.1% 9.0% 6.6% 8.3% 1.19 Indexes
    35.
    S&P SmallCap 600 Value (TR)
    -6.7% 10.8% 9.6% 6.7% 7.9% 1.22 Indexes
    36.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -1.4% 10.4% 10.3% 3.7% 2.8% 1.21 Value
    37.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -5.5% 10.1% 9.7% 6.8% 15.2% 1.50 Value With Price Momentum
    38.
    Dow Jones 30
    -2.2% 10.0% 8.5% 5.0% 4.5% 0.97 Indexes
    39.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -5.4% 9.1% 6.7% 4.1% 9.9% 1.24 Growth & Value
    40.
    Locating firms with a high proportion of cash to share price.
    -7.8% 8.9% -0.8% 3.0% 9.5% 1.38 Value
    41.
    Using the dividend-yield approach to invest during volatile markets.
    -10.3% 8.8% 7.8% 5.1% 8.0% 0.98 Growth & Value
    42.
    Introduction to the use of earnings estimates.
    -0.1% 8.8% 12.0% 20.5% 25.1% 1.75 Earnings Estimates
    43.
    All Exchange-Listed Stocks
    -11.6% 8.6% 5.2% 4.9% 9.2% 1.37 Indexes
    44.
    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.
    -1.8% 8.2% -5.2% 3.3% 12.0% 1.69 Value
    45.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    0.0% 7.9% -12.5% 2.0% 1.9% 2.24 Growth & Value With Price Momentum
    46.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    17.2% 7.7% 4.4% 1.3% 10.7% 2.32 Growth With Price Momentum
    47.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    -15.0% 7.5% 10.9% 8.3% 9.6% 1.26 Growth & Value
    48.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    0.2% 7.0% 4.9% 6.1% 11.4% 1.27 Growth
    49.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -5.9% 6.7% 5.7% 6.3% 13.6% 1.32 Growth & Value
    50.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -5.1% 6.6% 5.9% 4.9% 7.4% 0.98 Value
    51.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -11.7% 6.4% 6.2% 10.9% 14.5% 1.13 Earnings Estimates
    52.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -46.0% 6.1% 5.6% 6.6% 9.4% 1.88 Growth & Value
    53.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -17.2% 6.0% -0.3% 3.0% 11.9% 1.54 Growth
    54.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -15.5% 5.2% 3.1% -0.6% -2.6% 2.75 Growth & Value
    55.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.7% 5.0% -1.6% 10.7% 14.5% 2.11 Growth With Price Momentum
    56.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -21.7% 4.7% 4.8% 6.5% 16.1% 1.63 Growth & Value
    57.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    -14.3% 3.1% 7.0% 7.2% 9.3% 1.23 Value
    58.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -7.1% 2.7% 6.6% 11.5% 14.7% 1.38 Value
    59.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -12.5% 2.2% 2.7% -0.2% 4.4% 1.34 Value
    60.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -19.1% 1.9% 3.6% 4.2% 11.2% 1.92 Growth & Value With Price Momentum
    61.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.4% 1.3% 4.4% 8.4% 7.2% 1.36 Growth & Value
    62.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -5.7% 0.5% -2.5% -2.0% 16.0% 1.90 Growth & Value
    63.
    Introduction to the use of earnings estimates.
    -9.6% 0.1% -5.5% -1.5% -0.3% 1.94 Earnings Estimates
    64.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -15.0% -0.7% -6.6% 2.8% 9.7% 1.27 Growth & Value
    65.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.4% -1.1% -1.3% 2.6% 9.1% 2.19 Growth & Value
    66.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -9.5% -1.5% -7.2% 3.0% 12.7% 2.28 Growth & Value
    67.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    8.6% -1.8% -1.1% 10.2% 14.6% 1.81 Value
    68.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -19.0% -1.9% 0.2% 2.9% 9.0% 1.42 Value With Price Momentum
    69.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -13.1% -2.5% -7.0% 2.9% 8.0% 1.64 Value
    70.
    Introduction to the use of earnings estimates.
    -12.7% -3.4% -8.3% -3.3% -1.0% 2.31 Earnings Estimates
    71.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -17.9% -4.2% -7.6% -6.4% -2.0% 1.88 Specialty
    72.
    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.
    -20.4% -4.4% -8.5% 0.4% 8.5% 1.93 Value
    73.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -43.0% -6.6% -6.9% -12.8% 8.6% 2.75 Growth & Value With Price Momentum
    74.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    4.4% -15.3% -17.5% -3.2% 2.1% 2.22 Growth & Value With Price Momentum
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.2% -19.6% -11.5% 4.7% 13.7% 2.97 Growth & Value With Price Momentum
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    11.2% -21.1% -23.7% -13.5% 0.3% 1.57 Growth & Value With Price Momentum

    5-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    17.4% 16.3% 23.8% 7.0% 10.4% 1.65 Growth & Value
    2.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    19.2% 20.8% 19.4% 13.2% 20.4% 1.43 Growth & Value With Price Momentum
    3.
    Utilizing contrarian stocks with upward earnings revisions.
    6.4% 18.1% 17.8% 15.7% 15.9% 1.35 Earnings Estimates
    4.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    0.3% 30.7% 16.0% 15.5% 19.4% 1.77 Value
    5.
    NASDAQ 100
    8.4% 19.9% 15.7% 10.8% 8.9% 1.78 Indexes
    6.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    32.1% 40.1% 15.6% 12.2% 18.7% 1.86 Growth With Price Momentum
    7.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    11.7% 15.7% 15.2% 1.7% 2.8% 1.56 Value
    8.
    Introduction to the use of earnings estimates.
    5.9% 17.7% 14.2% 20.4% 24.3% 1.82 Earnings Estimates
    9.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.8% 21.3% 14.2% 11.6% 18.6% 1.34 Growth & Value With Price Momentum
    10.
    S&P 500 Growth (TR)
    5.5% 17.2% 14.1% 8.9% 6.4% 1.10 Indexes
    11.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.8% 13.5% 13.7% 10.7% 17.5% 1.52 Value With Price Momentum
    12.
    S&P SmallCap 600 Growth (TR)
    2.8% 15.0% 12.7% 9.2% 9.3% 1.31 Indexes
    13.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.3% 14.2% 12.7% 11.1% 14.0% 1.11 Growth & Value
    14.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.5% 14.0% 12.5% 9.5% 10.6% 1.21 Growth & Value
    15.
    Introduction to the use of earnings estimates.
    -0.1% 8.8% 12.0% 20.5% 25.1% 1.75 Earnings Estimates
    16.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -2.1% 14.4% 11.9% 7.8% 9.0% 1.43 Growth & Value
    17.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.7% 18.1% 11.7% 8.7% 14.0% 1.05 Growth & Value With Price Momentum
    18.
    S&P MidCap 400 Growth (TR)
    2.0% 13.6% 11.5% 8.8% 11.5% 1.29 Indexes
    19.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    17.2% 19.8% 11.5% 19.9% 13.4% 2.22 Growth With Price Momentum
    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.
    -40.5% 12.1% 11.4% 14.7% 23.8% 2.07 Value
    21.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -1.0% 16.2% 11.2% 6.7% 7.5% 1.27 Growth
    22.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 13.8% 11.0% 4.4% 6.7% 1.23 Value With Price Momentum
    23.
    S&P 500 Value (TR)
    -3.1% 12.9% 11.0% 5.9% 5.6% 1.00 Indexes
    24.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    -15.0% 7.5% 10.9% 8.3% 9.6% 1.26 Growth & Value
    25.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.2% 21.6% 10.8% 7.6% 23.7% 1.91 Value With Price Momentum
    26.
    S&P MidCap 400 Value (TR)
    -6.7% 12.0% 10.5% 7.8% 8.1% 1.11 Indexes
    27.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -1.4% 10.4% 10.3% 3.7% 2.8% 1.21 Value
    28.
    S&P 500
    -0.7% 12.7% 10.2% 5.1% 4.2% 1.00 Indexes
    29.
    S&P SmallCap 600
    -3.4% 12.1% 10.1% 6.7% 7.6% 1.26 Indexes
    30.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -5.5% 10.1% 9.7% 6.8% 15.2% 1.50 Value With Price Momentum
    31.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 13.1% 9.7% 9.7% 11.0% 1.28 Growth & Value
    32.
    S&P SmallCap 600 Value (TR)
    -6.7% 10.8% 9.6% 6.7% 7.9% 1.22 Indexes
    33.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    11.4% 14.1% 9.2% 7.0% 15.7% 1.38 Growth With Price Momentum
    34.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.5% 13.4% 9.1% 15.3% 22.7% 1.92 Growth With Price Momentum
    35.
    S&P MidCap 400
    -3.7% 11.1% 9.0% 6.6% 8.3% 1.19 Indexes
    36.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -2.9% 11.6% 8.9% 12.1% 13.5% 1.19 Value With Price Momentum
    37.
    Dow Jones 30
    -2.2% 10.0% 8.5% 5.0% 4.5% 0.97 Indexes
    38.
    Using the dividend-yield approach to invest during volatile markets.
    -10.3% 8.8% 7.8% 5.1% 8.0% 0.98 Growth & Value
    39.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    -14.3% 3.1% 7.0% 7.2% 9.3% 1.23 Value
    40.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -5.4% 9.1% 6.7% 4.1% 9.9% 1.24 Growth & Value
    41.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -7.1% 2.7% 6.6% 11.5% 14.7% 1.38 Value
    42.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -11.7% 6.4% 6.2% 10.9% 14.5% 1.13 Earnings Estimates
    43.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    1.2% 13.6% 6.0% 20.4% 20.9% 1.74 Value
    44.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -5.1% 6.6% 5.9% 4.9% 7.4% 0.98 Value
    45.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -5.9% 6.7% 5.7% 6.3% 13.6% 1.32 Growth & Value
    46.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -46.0% 6.1% 5.6% 6.6% 9.4% 1.88 Growth & Value
    47.
    All Exchange-Listed Stocks
    -11.6% 8.6% 5.2% 4.9% 9.2% 1.37 Indexes
    48.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    0.2% 7.0% 4.9% 6.1% 11.4% 1.27 Growth
    49.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -21.7% 4.7% 4.8% 6.5% 16.1% 1.63 Growth & Value
    50.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    17.2% 7.7% 4.4% 1.3% 10.7% 2.32 Growth With Price Momentum
    51.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.4% 1.3% 4.4% 8.4% 7.2% 1.36 Growth & Value
    52.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -19.1% 1.9% 3.6% 4.2% 11.2% 1.92 Growth & Value With Price Momentum
    53.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -7.0% 16.4% 3.5% 4.9% 8.1% 1.47 Growth & Value With Price Momentum
    54.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -15.5% 5.2% 3.1% -0.6% -2.6% 2.75 Growth & Value
    55.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -12.5% 2.2% 2.7% -0.2% 4.4% 1.34 Value
    56.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -19.0% -1.9% 0.2% 2.9% 9.0% 1.42 Value With Price Momentum
    57.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -17.2% 6.0% -0.3% 3.0% 11.9% 1.54 Growth
    58.
    Locating firms with a high proportion of cash to share price.
    -7.8% 8.9% -0.8% 3.0% 9.5% 1.38 Value
    59.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    8.6% -1.8% -1.1% 10.2% 14.6% 1.81 Value
    60.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.4% -1.1% -1.3% 2.6% 9.1% 2.19 Growth & Value
    61.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.7% 5.0% -1.6% 10.7% 14.5% 2.11 Growth With Price Momentum
    62.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -5.7% 0.5% -2.5% -2.0% 16.0% 1.90 Growth & Value
    63.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    22.7% 19.1% -3.8% 1.3% 4.9% 2.21 Growth & Value
    64.
    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.
    -1.8% 8.2% -5.2% 3.3% 12.0% 1.69 Value
    65.
    Introduction to the use of earnings estimates.
    -9.6% 0.1% -5.5% -1.5% -0.3% 1.94 Earnings Estimates
    66.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -15.0% -0.7% -6.6% 2.8% 9.7% 1.27 Growth & Value
    67.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -43.0% -6.6% -6.9% -12.8% 8.6% 2.75 Growth & Value With Price Momentum
    68.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -13.1% -2.5% -7.0% 2.9% 8.0% 1.64 Value
    69.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -9.5% -1.5% -7.2% 3.0% 12.7% 2.28 Growth & Value
    70.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -17.9% -4.2% -7.6% -6.4% -2.0% 1.88 Specialty
    71.
    Introduction to the use of earnings estimates.
    -12.7% -3.4% -8.3% -3.3% -1.0% 2.31 Earnings Estimates
    72.
    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.
    -20.4% -4.4% -8.5% 0.4% 8.5% 1.93 Value
    73.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.2% -19.6% -11.5% 4.7% 13.7% 2.97 Growth & Value With Price Momentum
    74.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    0.0% 7.9% -12.5% 2.0% 1.9% 2.24 Growth & Value With Price Momentum
    75.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    4.4% -15.3% -17.5% -3.2% 2.1% 2.22 Growth & Value With Price Momentum
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    11.2% -21.1% -23.7% -13.5% 0.3% 1.57 Growth & Value With Price Momentum

    10-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Introduction to the use of earnings estimates.
    -0.1% 8.8% 12.0% 20.5% 25.1% 1.75 Earnings Estimates
    2.
    Introduction to the use of earnings estimates.
    5.9% 17.7% 14.2% 20.4% 24.3% 1.82 Earnings Estimates
    3.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    1.2% 13.6% 6.0% 20.4% 20.9% 1.74 Value
    4.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    17.2% 19.8% 11.5% 19.9% 13.4% 2.22 Growth With Price Momentum
    5.
    Utilizing contrarian stocks with upward earnings revisions.
    6.4% 18.1% 17.8% 15.7% 15.9% 1.35 Earnings Estimates
    6.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    0.3% 30.7% 16.0% 15.5% 19.4% 1.77 Value
    7.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.5% 13.4% 9.1% 15.3% 22.7% 1.92 Growth With Price Momentum
    8.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    -40.5% 12.1% 11.4% 14.7% 23.8% 2.07 Value
    9.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    19.2% 20.8% 19.4% 13.2% 20.4% 1.43 Growth & Value With Price Momentum
    10.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    32.1% 40.1% 15.6% 12.2% 18.7% 1.86 Growth With Price Momentum
    11.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -2.9% 11.6% 8.9% 12.1% 13.5% 1.19 Value With Price Momentum
    12.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.8% 21.3% 14.2% 11.6% 18.6% 1.34 Growth & Value With Price Momentum
    13.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -7.1% 2.7% 6.6% 11.5% 14.7% 1.38 Value
    14.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.3% 14.2% 12.7% 11.1% 14.0% 1.11 Growth & Value
    15.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -11.7% 6.4% 6.2% 10.9% 14.5% 1.13 Earnings Estimates
    16.
    NASDAQ 100
    8.4% 19.9% 15.7% 10.8% 8.9% 1.78 Indexes
    17.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.8% 13.5% 13.7% 10.7% 17.5% 1.52 Value With Price Momentum
    18.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.7% 5.0% -1.6% 10.7% 14.5% 2.11 Growth With Price Momentum
    19.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    8.6% -1.8% -1.1% 10.2% 14.6% 1.81 Value
    20.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 13.1% 9.7% 9.7% 11.0% 1.28 Growth & Value
    21.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.5% 14.0% 12.5% 9.5% 10.6% 1.21 Growth & Value
    22.
    S&P SmallCap 600 Growth (TR)
    2.8% 15.0% 12.7% 9.2% 9.3% 1.31 Indexes
    23.
    S&P 500 Growth (TR)
    5.5% 17.2% 14.1% 8.9% 6.4% 1.10 Indexes
    24.
    S&P MidCap 400 Growth (TR)
    2.0% 13.6% 11.5% 8.8% 11.5% 1.29 Indexes
    25.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.7% 18.1% 11.7% 8.7% 14.0% 1.05 Growth & Value With Price Momentum
    26.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.4% 1.3% 4.4% 8.4% 7.2% 1.36 Growth & Value
    27.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    -15.0% 7.5% 10.9% 8.3% 9.6% 1.26 Growth & Value
    28.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -2.1% 14.4% 11.9% 7.8% 9.0% 1.43 Growth & Value
    29.
    S&P MidCap 400 Value (TR)
    -6.7% 12.0% 10.5% 7.8% 8.1% 1.11 Indexes
    30.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.2% 21.6% 10.8% 7.6% 23.7% 1.91 Value With Price Momentum
    31.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    -14.3% 3.1% 7.0% 7.2% 9.3% 1.23 Value
    32.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    11.4% 14.1% 9.2% 7.0% 15.7% 1.38 Growth With Price Momentum
    33.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    17.4% 16.3% 23.8% 7.0% 10.4% 1.65 Growth & Value
    34.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -5.5% 10.1% 9.7% 6.8% 15.2% 1.50 Value With Price Momentum
    35.
    S&P SmallCap 600 Value (TR)
    -6.7% 10.8% 9.6% 6.7% 7.9% 1.22 Indexes
    36.
    S&P SmallCap 600
    -3.4% 12.1% 10.1% 6.7% 7.6% 1.26 Indexes
    37.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -1.0% 16.2% 11.2% 6.7% 7.5% 1.27 Growth
    38.
    S&P MidCap 400
    -3.7% 11.1% 9.0% 6.6% 8.3% 1.19 Indexes
    39.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -46.0% 6.1% 5.6% 6.6% 9.4% 1.88 Growth & Value
    40.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -21.7% 4.7% 4.8% 6.5% 16.1% 1.63 Growth & Value
    41.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -5.9% 6.7% 5.7% 6.3% 13.6% 1.32 Growth & Value
    42.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    0.2% 7.0% 4.9% 6.1% 11.4% 1.27 Growth
    43.
    S&P 500 Value (TR)
    -3.1% 12.9% 11.0% 5.9% 5.6% 1.00 Indexes
    44.
    S&P 500
    -0.7% 12.7% 10.2% 5.1% 4.2% 1.00 Indexes
    45.
    Using the dividend-yield approach to invest during volatile markets.
    -10.3% 8.8% 7.8% 5.1% 8.0% 0.98 Growth & Value
    46.
    Dow Jones 30
    -2.2% 10.0% 8.5% 5.0% 4.5% 0.97 Indexes
    47.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -7.0% 16.4% 3.5% 4.9% 8.1% 1.47 Growth & Value With Price Momentum
    48.
    All Exchange-Listed Stocks
    -11.6% 8.6% 5.2% 4.9% 9.2% 1.37 Indexes
    49.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -5.1% 6.6% 5.9% 4.9% 7.4% 0.98 Value
    50.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.2% -19.6% -11.5% 4.7% 13.7% 2.97 Growth & Value With Price Momentum
    51.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 13.8% 11.0% 4.4% 6.7% 1.23 Value With Price Momentum
    52.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -19.1% 1.9% 3.6% 4.2% 11.2% 1.92 Growth & Value With Price Momentum
    53.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -5.4% 9.1% 6.7% 4.1% 9.9% 1.24 Growth & Value
    54.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -1.4% 10.4% 10.3% 3.7% 2.8% 1.21 Value
    55.
    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.
    -1.8% 8.2% -5.2% 3.3% 12.0% 1.69 Value
    56.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -9.5% -1.5% -7.2% 3.0% 12.7% 2.28 Growth & Value
    57.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -17.2% 6.0% -0.3% 3.0% 11.9% 1.54 Growth
    58.
    Locating firms with a high proportion of cash to share price.
    -7.8% 8.9% -0.8% 3.0% 9.5% 1.38 Value
    59.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -19.0% -1.9% 0.2% 2.9% 9.0% 1.42 Value With Price Momentum
    60.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -13.1% -2.5% -7.0% 2.9% 8.0% 1.64 Value
    61.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -15.0% -0.7% -6.6% 2.8% 9.7% 1.27 Growth & Value
    62.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.4% -1.1% -1.3% 2.6% 9.1% 2.19 Growth & Value
    63.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    0.0% 7.9% -12.5% 2.0% 1.9% 2.24 Growth & Value With Price Momentum
    64.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    11.7% 15.7% 15.2% 1.7% 2.8% 1.56 Value
    65.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    22.7% 19.1% -3.8% 1.3% 4.9% 2.21 Growth & Value
    66.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    17.2% 7.7% 4.4% 1.3% 10.7% 2.32 Growth With Price Momentum
    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.
    -20.4% -4.4% -8.5% 0.4% 8.5% 1.93 Value
    68.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -12.5% 2.2% 2.7% -0.2% 4.4% 1.34 Value
    69.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -15.5% 5.2% 3.1% -0.6% -2.6% 2.75 Growth & Value
    70.
    Introduction to the use of earnings estimates.
    -9.6% 0.1% -5.5% -1.5% -0.3% 1.94 Earnings Estimates
    71.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -5.7% 0.5% -2.5% -2.0% 16.0% 1.90 Growth & Value
    72.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    4.4% -15.3% -17.5% -3.2% 2.1% 2.22 Growth & Value With Price Momentum
    73.
    Introduction to the use of earnings estimates.
    -12.7% -3.4% -8.3% -3.3% -1.0% 2.31 Earnings Estimates
    74.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -17.9% -4.2% -7.6% -6.4% -2.0% 1.88 Specialty
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -43.0% -6.6% -6.9% -12.8% 8.6% 2.75 Growth & Value With Price Momentum
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    11.2% -21.1% -23.7% -13.5% 0.3% 1.57 Growth & Value With Price Momentum

    Inception


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Introduction to the use of earnings estimates.
    -0.1% 8.8% 12.0% 20.5% 25.1% 1.75 Earnings Estimates
    2.
    Introduction to the use of earnings estimates.
    5.9% 17.7% 14.2% 20.4% 24.3% 1.82 Earnings Estimates
    3.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    -40.5% 12.1% 11.4% 14.7% 23.8% 2.07 Value
    4.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.2% 21.6% 10.8% 7.6% 23.7% 1.91 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.
    -10.5% 13.4% 9.1% 15.3% 22.7% 1.92 Growth With Price Momentum
    6.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    1.2% 13.6% 6.0% 20.4% 20.9% 1.74 Value
    7.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    19.2% 20.8% 19.4% 13.2% 20.4% 1.43 Growth & Value With Price Momentum
    8.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    0.3% 30.7% 16.0% 15.5% 19.4% 1.77 Value
    9.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    32.1% 40.1% 15.6% 12.2% 18.7% 1.86 Growth With Price Momentum
    10.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.8% 21.3% 14.2% 11.6% 18.6% 1.34 Growth & Value With Price Momentum
    11.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.8% 13.5% 13.7% 10.7% 17.5% 1.52 Value With Price Momentum
    12.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -21.7% 4.7% 4.8% 6.5% 16.1% 1.63 Growth & Value
    13.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -5.7% 0.5% -2.5% -2.0% 16.0% 1.90 Growth & Value
    14.
    Utilizing contrarian stocks with upward earnings revisions.
    6.4% 18.1% 17.8% 15.7% 15.9% 1.35 Earnings Estimates
    15.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    11.4% 14.1% 9.2% 7.0% 15.7% 1.38 Growth With Price Momentum
    16.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -5.5% 10.1% 9.7% 6.8% 15.2% 1.50 Value With Price Momentum
    17.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -7.1% 2.7% 6.6% 11.5% 14.7% 1.38 Value
    18.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    8.6% -1.8% -1.1% 10.2% 14.6% 1.81 Value
    19.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -11.7% 6.4% 6.2% 10.9% 14.5% 1.13 Earnings Estimates
    20.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.7% 5.0% -1.6% 10.7% 14.5% 2.11 Growth With Price Momentum
    21.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.3% 14.2% 12.7% 11.1% 14.0% 1.11 Growth & Value
    22.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.7% 18.1% 11.7% 8.7% 14.0% 1.05 Growth & Value With Price Momentum
    23.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.2% -19.6% -11.5% 4.7% 13.7% 2.97 Growth & Value 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.
    -5.9% 6.7% 5.7% 6.3% 13.6% 1.32 Growth & Value
    25.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -2.9% 11.6% 8.9% 12.1% 13.5% 1.19 Value With Price Momentum
    26.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    17.2% 19.8% 11.5% 19.9% 13.4% 2.22 Growth With Price Momentum
    27.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -9.5% -1.5% -7.2% 3.0% 12.7% 2.28 Growth & Value
    28.
    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.
    -1.8% 8.2% -5.2% 3.3% 12.0% 1.69 Value
    29.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -17.2% 6.0% -0.3% 3.0% 11.9% 1.54 Growth
    30.
    S&P MidCap 400 Growth (TR)
    2.0% 13.6% 11.5% 8.8% 11.5% 1.29 Indexes
    31.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    0.2% 7.0% 4.9% 6.1% 11.4% 1.27 Growth
    32.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -19.1% 1.9% 3.6% 4.2% 11.2% 1.92 Growth & Value With Price Momentum
    33.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 13.1% 9.7% 9.7% 11.0% 1.28 Growth & Value
    34.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    17.2% 7.7% 4.4% 1.3% 10.7% 2.32 Growth With Price Momentum
    35.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.5% 14.0% 12.5% 9.5% 10.6% 1.21 Growth & Value
    36.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    17.4% 16.3% 23.8% 7.0% 10.4% 1.65 Growth & Value
    37.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -5.4% 9.1% 6.7% 4.1% 9.9% 1.24 Growth & Value
    38.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -15.0% -0.7% -6.6% 2.8% 9.7% 1.27 Growth & Value
    39.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    -15.0% 7.5% 10.9% 8.3% 9.6% 1.26 Growth & Value
    40.
    Locating firms with a high proportion of cash to share price.
    -7.8% 8.9% -0.8% 3.0% 9.5% 1.38 Value
    41.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -46.0% 6.1% 5.6% 6.6% 9.4% 1.88 Growth & Value
    42.
    S&P SmallCap 600 Growth (TR)
    2.8% 15.0% 12.7% 9.2% 9.3% 1.31 Indexes
    43.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    -14.3% 3.1% 7.0% 7.2% 9.3% 1.23 Value
    44.
    All Exchange-Listed Stocks
    -11.6% 8.6% 5.2% 4.9% 9.2% 1.37 Indexes
    45.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.4% -1.1% -1.3% 2.6% 9.1% 2.19 Growth & Value
    46.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -2.1% 14.4% 11.9% 7.8% 9.0% 1.43 Growth & Value
    47.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -19.0% -1.9% 0.2% 2.9% 9.0% 1.42 Value With Price Momentum
    48.
    NASDAQ 100
    8.4% 19.9% 15.7% 10.8% 8.9% 1.78 Indexes
    49.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -43.0% -6.6% -6.9% -12.8% 8.6% 2.75 Growth & Value With Price Momentum
    50.
    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.
    -20.4% -4.4% -8.5% 0.4% 8.5% 1.93 Value
    51.
    S&P MidCap 400
    -3.7% 11.1% 9.0% 6.6% 8.3% 1.19 Indexes
    52.
    S&P MidCap 400 Value (TR)
    -6.7% 12.0% 10.5% 7.8% 8.1% 1.11 Indexes
    53.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -7.0% 16.4% 3.5% 4.9% 8.1% 1.47 Growth & Value With Price Momentum
    54.
    Using the dividend-yield approach to invest during volatile markets.
    -10.3% 8.8% 7.8% 5.1% 8.0% 0.98 Growth & Value
    55.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -13.1% -2.5% -7.0% 2.9% 8.0% 1.64 Value
    56.
    S&P SmallCap 600 Value (TR)
    -6.7% 10.8% 9.6% 6.7% 7.9% 1.22 Indexes
    57.
    S&P SmallCap 600
    -3.4% 12.1% 10.1% 6.7% 7.6% 1.26 Indexes
    58.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -1.0% 16.2% 11.2% 6.7% 7.5% 1.27 Growth
    59.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -5.1% 6.6% 5.9% 4.9% 7.4% 0.98 Value
    60.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.4% 1.3% 4.4% 8.4% 7.2% 1.36 Growth & Value
    61.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 13.8% 11.0% 4.4% 6.7% 1.23 Value With Price Momentum
    62.
    S&P 500 Growth (TR)
    5.5% 17.2% 14.1% 8.9% 6.4% 1.10 Indexes
    63.
    S&P 500 Value (TR)
    -3.1% 12.9% 11.0% 5.9% 5.6% 1.00 Indexes
    64.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    22.7% 19.1% -3.8% 1.3% 4.9% 2.21 Growth & Value
    65.
    Dow Jones 30
    -2.2% 10.0% 8.5% 5.0% 4.5% 0.97 Indexes
    66.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -12.5% 2.2% 2.7% -0.2% 4.4% 1.34 Value
    67.
    S&P 500
    -0.7% 12.7% 10.2% 5.1% 4.2% 1.00 Indexes
    68.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -1.4% 10.4% 10.3% 3.7% 2.8% 1.21 Value
    69.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    11.7% 15.7% 15.2% 1.7% 2.8% 1.56 Value
    70.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    4.4% -15.3% -17.5% -3.2% 2.1% 2.22 Growth & Value With Price Momentum
    71.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    0.0% 7.9% -12.5% 2.0% 1.9% 2.24 Growth & Value With Price Momentum
    72.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    11.2% -21.1% -23.7% -13.5% 0.3% 1.57 Growth & Value With Price Momentum
    73.
    Introduction to the use of earnings estimates.
    -9.6% 0.1% -5.5% -1.5% -0.3% 1.94 Earnings Estimates
    74.
    Introduction to the use of earnings estimates.
    -12.7% -3.4% -8.3% -3.3% -1.0% 2.31 Earnings Estimates
    75.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -17.9% -4.2% -7.6% -6.4% -2.0% 1.88 Specialty
    76.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -15.5% 5.2% 3.1% -0.6% -2.6% 2.75 Growth & Value

    Risk Index


  •            Screen
    Annual Price Gain (%)
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Dow Jones 30
    -2.2% 10.0% 8.5% 5.0% 4.5% 0.97 Indexes
    2.
    Using the dividend-yield approach to invest during volatile markets.
    -10.3% 8.8% 7.8% 5.1% 8.0% 0.98 Growth & Value
    3.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -5.1% 6.6% 5.9% 4.9% 7.4% 0.98 Value
    4.
    S&P 500
    -0.7% 12.7% 10.2% 5.1% 4.2% 1.00 Indexes
    5.
    S&P 500 Value (TR)
    -3.1% 12.9% 11.0% 5.9% 5.6% 1.00 Indexes
    6.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.7% 18.1% 11.7% 8.7% 14.0% 1.05 Growth & Value With Price Momentum
    7.
    S&P 500 Growth (TR)
    5.5% 17.2% 14.1% 8.9% 6.4% 1.10 Indexes
    8.
    S&P MidCap 400 Value (TR)
    -6.7% 12.0% 10.5% 7.8% 8.1% 1.11 Indexes
    9.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.3% 14.2% 12.7% 11.1% 14.0% 1.11 Growth & Value
    10.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -11.7% 6.4% 6.2% 10.9% 14.5% 1.13 Earnings Estimates
    11.
    S&P MidCap 400
    -3.7% 11.1% 9.0% 6.6% 8.3% 1.19 Indexes
    12.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -2.9% 11.6% 8.9% 12.1% 13.5% 1.19 Value With Price Momentum
    13.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.5% 14.0% 12.5% 9.5% 10.6% 1.21 Growth & Value
    14.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -1.4% 10.4% 10.3% 3.7% 2.8% 1.21 Value
    15.
    S&P SmallCap 600 Value (TR)
    -6.7% 10.8% 9.6% 6.7% 7.9% 1.22 Indexes
    16.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 13.8% 11.0% 4.4% 6.7% 1.23 Value With Price Momentum
    17.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    -14.3% 3.1% 7.0% 7.2% 9.3% 1.23 Value
    18.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -5.4% 9.1% 6.7% 4.1% 9.9% 1.24 Growth & Value
    19.
    S&P SmallCap 600
    -3.4% 12.1% 10.1% 6.7% 7.6% 1.26 Indexes
    20.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    -15.0% 7.5% 10.9% 8.3% 9.6% 1.26 Growth & Value
    21.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    0.2% 7.0% 4.9% 6.1% 11.4% 1.27 Growth
    22.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -15.0% -0.7% -6.6% 2.8% 9.7% 1.27 Growth & Value
    23.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -1.0% 16.2% 11.2% 6.7% 7.5% 1.27 Growth
    24.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 13.1% 9.7% 9.7% 11.0% 1.28 Growth & Value
    25.
    S&P MidCap 400 Growth (TR)
    2.0% 13.6% 11.5% 8.8% 11.5% 1.29 Indexes
    26.
    S&P SmallCap 600 Growth (TR)
    2.8% 15.0% 12.7% 9.2% 9.3% 1.31 Indexes
    27.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -5.9% 6.7% 5.7% 6.3% 13.6% 1.32 Growth & Value
    28.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -12.5% 2.2% 2.7% -0.2% 4.4% 1.34 Value
    29.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.8% 21.3% 14.2% 11.6% 18.6% 1.34 Growth & Value With Price Momentum
    30.
    Utilizing contrarian stocks with upward earnings revisions.
    6.4% 18.1% 17.8% 15.7% 15.9% 1.35 Earnings Estimates
    31.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.4% 1.3% 4.4% 8.4% 7.2% 1.36 Growth & Value
    32.
    All Exchange-Listed Stocks
    -11.6% 8.6% 5.2% 4.9% 9.2% 1.37 Indexes
    33.
    Locating firms with a high proportion of cash to share price.
    -7.8% 8.9% -0.8% 3.0% 9.5% 1.38 Value
    34.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -7.1% 2.7% 6.6% 11.5% 14.7% 1.38 Value
    35.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    11.4% 14.1% 9.2% 7.0% 15.7% 1.38 Growth With Price Momentum
    36.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -19.0% -1.9% 0.2% 2.9% 9.0% 1.42 Value With Price Momentum
    37.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    19.2% 20.8% 19.4% 13.2% 20.4% 1.43 Growth & Value With Price Momentum
    38.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -2.1% 14.4% 11.9% 7.8% 9.0% 1.43 Growth & Value
    39.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -7.0% 16.4% 3.5% 4.9% 8.1% 1.47 Growth & Value With Price Momentum
    40.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -5.5% 10.1% 9.7% 6.8% 15.2% 1.50 Value With Price Momentum
    41.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.8% 13.5% 13.7% 10.7% 17.5% 1.52 Value With Price Momentum
    42.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -17.2% 6.0% -0.3% 3.0% 11.9% 1.54 Growth
    43.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    11.7% 15.7% 15.2% 1.7% 2.8% 1.56 Value
    44.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    11.2% -21.1% -23.7% -13.5% 0.3% 1.57 Growth & Value With Price Momentum
    45.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -21.7% 4.7% 4.8% 6.5% 16.1% 1.63 Growth & Value
    46.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -13.1% -2.5% -7.0% 2.9% 8.0% 1.64 Value
    47.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    17.4% 16.3% 23.8% 7.0% 10.4% 1.65 Growth & Value
    48.
    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.
    -1.8% 8.2% -5.2% 3.3% 12.0% 1.69 Value
    49.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    1.2% 13.6% 6.0% 20.4% 20.9% 1.74 Value
    50.
    Introduction to the use of earnings estimates.
    -0.1% 8.8% 12.0% 20.5% 25.1% 1.75 Earnings Estimates
    51.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    0.3% 30.7% 16.0% 15.5% 19.4% 1.77 Value
    52.
    NASDAQ 100
    8.4% 19.9% 15.7% 10.8% 8.9% 1.78 Indexes
    53.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    8.6% -1.8% -1.1% 10.2% 14.6% 1.81 Value
    54.
    Introduction to the use of earnings estimates.
    5.9% 17.7% 14.2% 20.4% 24.3% 1.82 Earnings Estimates
    55.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    32.1% 40.1% 15.6% 12.2% 18.7% 1.86 Growth With Price Momentum
    56.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -17.9% -4.2% -7.6% -6.4% -2.0% 1.88 Specialty
    57.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -46.0% 6.1% 5.6% 6.6% 9.4% 1.88 Growth & Value
    58.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -5.7% 0.5% -2.5% -2.0% 16.0% 1.90 Growth & Value
    59.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.2% 21.6% 10.8% 7.6% 23.7% 1.91 Value With Price Momentum
    60.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -19.1% 1.9% 3.6% 4.2% 11.2% 1.92 Growth & Value With Price Momentum
    61.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.5% 13.4% 9.1% 15.3% 22.7% 1.92 Growth With Price Momentum
    62.
    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.
    -20.4% -4.4% -8.5% 0.4% 8.5% 1.93 Value
    63.
    Introduction to the use of earnings estimates.
    -9.6% 0.1% -5.5% -1.5% -0.3% 1.94 Earnings Estimates
    64.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    -40.5% 12.1% 11.4% 14.7% 23.8% 2.07 Value
    65.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.7% 5.0% -1.6% 10.7% 14.5% 2.11 Growth With Price Momentum
    66.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.4% -1.1% -1.3% 2.6% 9.1% 2.19 Growth & Value
    67.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    22.7% 19.1% -3.8% 1.3% 4.9% 2.21 Growth & Value
    68.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    17.2% 19.8% 11.5% 19.9% 13.4% 2.22 Growth With Price Momentum
    69.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    4.4% -15.3% -17.5% -3.2% 2.1% 2.22 Growth & Value With Price Momentum
    70.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    0.0% 7.9% -12.5% 2.0% 1.9% 2.24 Growth & Value With Price Momentum
    71.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -9.5% -1.5% -7.2% 3.0% 12.7% 2.28 Growth & Value
    72.
    Introduction to the use of earnings estimates.
    -12.7% -3.4% -8.3% -3.3% -1.0% 2.31 Earnings Estimates
    73.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    17.2% 7.7% 4.4% 1.3% 10.7% 2.32 Growth With Price Momentum
    74.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -43.0% -6.6% -6.9% -12.8% 8.6% 2.75 Growth & Value With Price Momentum
    75.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -15.5% 5.2% 3.1% -0.6% -2.6% 2.75 Growth & Value
    76.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.2% -19.6% -11.5% 4.7% 13.7% 2.97 Growth & Value With Price Momentum

    Category


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Introduction to the use of earnings estimates.
    -9.6% 0.1% -5.5% -1.5% -0.3% 1.94 Earnings Estimates
    2.
    Introduction to the use of earnings estimates.
    -12.7% -3.4% -8.3% -3.3% -1.0% 2.31 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    5.9% 17.7% 14.2% 20.4% 24.3% 1.82 Earnings Estimates
    4.
    Introduction to the use of earnings estimates.
    -0.1% 8.8% 12.0% 20.5% 25.1% 1.75 Earnings Estimates
    5.
    Utilizing contrarian stocks with upward earnings revisions.
    6.4% 18.1% 17.8% 15.7% 15.9% 1.35 Earnings Estimates
    6.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -11.7% 6.4% 6.2% 10.9% 14.5% 1.13 Earnings Estimates
    7.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    0.2% 7.0% 4.9% 6.1% 11.4% 1.27 Growth
    8.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -17.2% 6.0% -0.3% 3.0% 11.9% 1.54 Growth
    9.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -1.0% 16.2% 11.2% 6.7% 7.5% 1.27 Growth
    10.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.4% 1.3% 4.4% 8.4% 7.2% 1.36 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.
    -6.4% -1.1% -1.3% 2.6% 9.1% 2.19 Growth & Value
    12.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -15.0% -0.7% -6.6% 2.8% 9.7% 1.27 Growth & Value
    13.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -9.5% -1.5% -7.2% 3.0% 12.7% 2.28 Growth & Value
    14.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    22.7% 19.1% -3.8% 1.3% 4.9% 2.21 Growth & Value
    15.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -5.4% 9.1% 6.7% 4.1% 9.9% 1.24 Growth & Value
    16.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.3% 14.2% 12.7% 11.1% 14.0% 1.11 Growth & Value
    17.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.5% 14.0% 12.5% 9.5% 10.6% 1.21 Growth & Value
    18.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 13.1% 9.7% 9.7% 11.0% 1.28 Growth & Value
    19.
    Using the dividend-yield approach to invest during volatile markets.
    -10.3% 8.8% 7.8% 5.1% 8.0% 0.98 Growth & Value
    20.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -46.0% 6.1% 5.6% 6.6% 9.4% 1.88 Growth & Value
    21.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -21.7% 4.7% 4.8% 6.5% 16.1% 1.63 Growth & Value
    22.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -5.7% 0.5% -2.5% -2.0% 16.0% 1.90 Growth & Value
    23.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    -15.5% 5.2% 3.1% -0.6% -2.6% 2.75 Growth & Value
    24.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    17.4% 16.3% 23.8% 7.0% 10.4% 1.65 Growth & Value
    25.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    -15.0% 7.5% 10.9% 8.3% 9.6% 1.26 Growth & Value
    26.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -5.9% 6.7% 5.7% 6.3% 13.6% 1.32 Growth & Value
    27.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -2.1% 14.4% 11.9% 7.8% 9.0% 1.43 Growth & Value
    28.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -19.1% 1.9% 3.6% 4.2% 11.2% 1.92 Growth & Value With Price Momentum
    29.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    19.2% 20.8% 19.4% 13.2% 20.4% 1.43 Growth & Value With Price Momentum
    30.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.8% 21.3% 14.2% 11.6% 18.6% 1.34 Growth & Value With Price Momentum
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.7% 18.1% 11.7% 8.7% 14.0% 1.05 Growth & Value With Price Momentum
    32.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    4.4% -15.3% -17.5% -3.2% 2.1% 2.22 Growth & Value With Price Momentum
    33.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    0.0% 7.9% -12.5% 2.0% 1.9% 2.24 Growth & Value With Price Momentum
    34.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -7.0% 16.4% 3.5% 4.9% 8.1% 1.47 Growth & Value With Price Momentum
    35.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -43.0% -6.6% -6.9% -12.8% 8.6% 2.75 Growth & Value With Price Momentum
    36.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.2% -19.6% -11.5% 4.7% 13.7% 2.97 Growth & Value With Price Momentum
    37.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    11.2% -21.1% -23.7% -13.5% 0.3% 1.57 Growth & Value With Price Momentum
    38.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.7% 5.0% -1.6% 10.7% 14.5% 2.11 Growth With Price Momentum
    39.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    17.2% 19.8% 11.5% 19.9% 13.4% 2.22 Growth With Price Momentum
    40.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    17.2% 7.7% 4.4% 1.3% 10.7% 2.32 Growth With Price Momentum
    41.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.5% 13.4% 9.1% 15.3% 22.7% 1.92 Growth With Price Momentum
    42.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    11.4% 14.1% 9.2% 7.0% 15.7% 1.38 Growth With Price Momentum
    43.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    32.1% 40.1% 15.6% 12.2% 18.7% 1.86 Growth With Price Momentum
    44.
    S&P 500
    -0.7% 12.7% 10.2% 5.1% 4.2% 1.00 Indexes
    45.
    S&P 500 Growth (TR)
    5.5% 17.2% 14.1% 8.9% 6.4% 1.10 Indexes
    46.
    S&P 500 Value (TR)
    -3.1% 12.9% 11.0% 5.9% 5.6% 1.00 Indexes
    47.
    S&P MidCap 400
    -3.7% 11.1% 9.0% 6.6% 8.3% 1.19 Indexes
    48.
    S&P MidCap 400 Growth (TR)
    2.0% 13.6% 11.5% 8.8% 11.5% 1.29 Indexes
    49.
    S&P MidCap 400 Value (TR)
    -6.7% 12.0% 10.5% 7.8% 8.1% 1.11 Indexes
    50.
    S&P SmallCap 600
    -3.4% 12.1% 10.1% 6.7% 7.6% 1.26 Indexes
    51.
    S&P SmallCap 600 Growth (TR)
    2.8% 15.0% 12.7% 9.2% 9.3% 1.31 Indexes
    52.
    S&P SmallCap 600 Value (TR)
    -6.7% 10.8% 9.6% 6.7% 7.9% 1.22 Indexes
    53.
    NASDAQ 100
    8.4% 19.9% 15.7% 10.8% 8.9% 1.78 Indexes
    54.
    All Exchange-Listed Stocks
    -11.6% 8.6% 5.2% 4.9% 9.2% 1.37 Indexes
    55.
    Dow Jones 30
    -2.2% 10.0% 8.5% 5.0% 4.5% 0.97 Indexes
    56.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -17.9% -4.2% -7.6% -6.4% -2.0% 1.88 Specialty
    57.
    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.
    -1.8% 8.2% -5.2% 3.3% 12.0% 1.69 Value
    58.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -7.1% 2.7% 6.6% 11.5% 14.7% 1.38 Value
    59.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -5.1% 6.6% 5.9% 4.9% 7.4% 0.98 Value
    60.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    8.6% -1.8% -1.1% 10.2% 14.6% 1.81 Value
    61.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    1.2% 13.6% 6.0% 20.4% 20.9% 1.74 Value
    62.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -13.1% -2.5% -7.0% 2.9% 8.0% 1.64 Value
    63.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -1.4% 10.4% 10.3% 3.7% 2.8% 1.21 Value
    64.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    11.7% 15.7% 15.2% 1.7% 2.8% 1.56 Value
    65.
    Locating firms with a high proportion of cash to share price.
    -7.8% 8.9% -0.8% 3.0% 9.5% 1.38 Value
    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.
    -40.5% 12.1% 11.4% 14.7% 23.8% 2.07 Value
    67.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    0.3% 30.7% 16.0% 15.5% 19.4% 1.77 Value
    68.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    -14.3% 3.1% 7.0% 7.2% 9.3% 1.23 Value
    69.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -12.5% 2.2% 2.7% -0.2% 4.4% 1.34 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.
    -20.4% -4.4% -8.5% 0.4% 8.5% 1.93 Value
    71.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -19.0% -1.9% 0.2% 2.9% 9.0% 1.42 Value With Price Momentum
    72.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -5.5% 10.1% 9.7% 6.8% 15.2% 1.50 Value With Price Momentum
    73.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 13.8% 11.0% 4.4% 6.7% 1.23 Value With Price Momentum
    74.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.8% 13.5% 13.7% 10.7% 17.5% 1.52 Value With Price Momentum
    75.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.2% 21.6% 10.8% 7.6% 23.7% 1.91 Value With Price Momentum
    76.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -2.9% 11.6% 8.9% 12.1% 13.5% 1.19 Value With Price Momentum

    Alphabetical


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -7.0% 16.4% 3.5% 4.9% 8.1% 1.47 Growth & Value With Price Momentum
    2.
    All Exchange-Listed Stocks
    -11.6% 8.6% 5.2% 4.9% 9.2% 1.37 Indexes
    3.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.3% 14.2% 12.7% 11.1% 14.0% 1.11 Growth & Value
    4.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.5% 14.0% 12.5% 9.5% 10.6% 1.21 Growth & Value
    5.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 13.1% 9.7% 9.7% 11.0% 1.28 Growth & Value
    6.
    Locating firms with a high proportion of cash to share price.
    -7.8% 8.9% -0.8% 3.0% 9.5% 1.38 Value
    7.
    Using the dividend-yield approach to invest during volatile markets.
    -10.3% 8.8% 7.8% 5.1% 8.0% 0.98 Growth & Value
    8.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -1.4% 10.4% 10.3% 3.7% 2.8% 1.21 Value
    9.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    11.7% 15.7% 15.2% 1.7% 2.8% 1.56 Value
    10.
    Dow Jones 30
    -2.2% 10.0% 8.5% 5.0% 4.5% 0.97 Indexes
    11.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    -5.4% 9.1% 6.7% 4.1% 9.9% 1.24 Growth & Value
    12.
    Utilizing contrarian stocks with upward earnings revisions.
    6.4% 18.1% 17.8% 15.7% 15.9% 1.35 Earnings Estimates
    13.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    17.2% 19.8% 11.5% 19.9% 13.4% 2.22 Growth With Price Momentum
    14.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -17.2% 6.0% -0.3% 3.0% 11.9% 1.54 Growth
    15.
    Introduction to the use of earnings estimates.
    -9.6% 0.1% -5.5% -1.5% -0.3% 1.94 Earnings Estimates
    16.
    Introduction to the use of earnings estimates.
    -12.7% -3.4% -8.3% -3.3% -1.0% 2.31 Earnings Estimates
    17.
    Introduction to the use of earnings estimates.
    5.9% 17.7% 14.2% 20.4% 24.3% 1.82 Earnings Estimates
    18.
    Introduction to the use of earnings estimates.
    -0.1% 8.8% 12.0% 20.5% 25.1% 1.75 Earnings Estimates
    19.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    22.7% 19.1% -3.8% 1.3% 4.9% 2.21 Growth & Value
    20.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    17.2% 7.7% 4.4% 1.3% 10.7% 2.32 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.
    -9.5% -1.5% -7.2% 3.0% 12.7% 2.28 Growth & Value
    22.
    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.
    -1.8% 8.2% -5.2% 3.3% 12.0% 1.69 Value
    23.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -7.1% 2.7% 6.6% 11.5% 14.7% 1.38 Value
    24.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -5.1% 6.6% 5.9% 4.9% 7.4% 0.98 Value
    25.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    8.6% -1.8% -1.1% 10.2% 14.6% 1.81 Value
    26.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    1.2% 13.6% 6.0% 20.4% 20.9% 1.74 Value
    27.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -17.9% -4.2% -7.6% -6.4% -2.0% 1.88 Specialty
    28.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    -1.0% 16.2% 11.2% 6.7% 7.5% 1.27 Growth
    29.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.4% 1.3% 4.4% 8.4% 7.2% 1.36 Growth & Value
    30.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.7% 5.0% -1.6% 10.7% 14.5% 2.11 Growth With Price Momentum
    31.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.4% -1.1% -1.3% 2.6% 9.1% 2.19 Growth & Value
    32.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    -2.9% 11.6% 8.9% 12.1% 13.5% 1.19 Value With Price Momentum
    33.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    -15.0% -0.7% -6.6% 2.8% 9.7% 1.27 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.
    -13.1% -2.5% -7.0% 2.9% 8.0% 1.64 Value
    35.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -43.0% -6.6% -6.9% -12.8% 8.6% 2.75 Growth & Value With Price Momentum
    36.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    4.4% -15.3% -17.5% -3.2% 2.1% 2.22 Growth & Value With Price Momentum
    37.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.2% -19.6% -11.5% 4.7% 13.7% 2.97 Growth & Value With Price Momentum
    38.
    Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    0.0% 7.9% -12.5% 2.0% 1.9% 2.24 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…
    11.2% -21.1% -23.7% -13.5% 0.3% 1.57 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.
    -15.5% 5.2% 3.1% -0.6% -2.6% 2.75 Growth & Value
    41.
    NASDAQ 100
    8.4% 19.9% 15.7% 10.8% 8.9% 1.78 Indexes
    42.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    -21.7% 4.7% 4.8% 6.5% 16.1% 1.63 Growth & Value
    43.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    -10.5% 13.4% 9.1% 15.3% 22.7% 1.92 Growth With Price Momentum
    44.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    11.4% 14.1% 9.2% 7.0% 15.7% 1.38 Growth With Price Momentum
    45.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    32.1% 40.1% 15.6% 12.2% 18.7% 1.86 Growth With Price Momentum
    46.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -19.0% -1.9% 0.2% 2.9% 9.0% 1.42 Value With Price Momentum
    47.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -5.5% 10.1% 9.7% 6.8% 15.2% 1.50 Value With Price Momentum
    48.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 13.8% 11.0% 4.4% 6.7% 1.23 Value With Price Momentum
    49.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.8% 13.5% 13.7% 10.7% 17.5% 1.52 Value With Price Momentum
    50.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -7.2% 21.6% 10.8% 7.6% 23.7% 1.91 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.
    -12.5% 2.2% 2.7% -0.2% 4.4% 1.34 Value
    52.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -19.1% 1.9% 3.6% 4.2% 11.2% 1.92 Growth & Value With Price Momentum
    53.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    -11.7% 6.4% 6.2% 10.9% 14.5% 1.13 Earnings Estimates
    54.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    -40.5% 12.1% 11.4% 14.7% 23.8% 2.07 Value
    55.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    0.3% 30.7% 16.0% 15.5% 19.4% 1.77 Value
    56.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -5.9% 6.7% 5.7% 6.3% 13.6% 1.32 Growth & Value
    57.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    0.2% 7.0% 4.9% 6.1% 11.4% 1.27 Growth
    58.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    -46.0% 6.1% 5.6% 6.6% 9.4% 1.88 Growth & Value
    59.
    S&P 500
    -0.7% 12.7% 10.2% 5.1% 4.2% 1.00 Indexes
    60.
    S&P 500 Growth (TR)
    5.5% 17.2% 14.1% 8.9% 6.4% 1.10 Indexes
    61.
    S&P 500 Value (TR)
    -3.1% 12.9% 11.0% 5.9% 5.6% 1.00 Indexes
    62.
    S&P MidCap 400
    -3.7% 11.1% 9.0% 6.6% 8.3% 1.19 Indexes
    63.
    S&P MidCap 400 Growth (TR)
    2.0% 13.6% 11.5% 8.8% 11.5% 1.29 Indexes
    64.
    S&P MidCap 400 Value (TR)
    -6.7% 12.0% 10.5% 7.8% 8.1% 1.11 Indexes
    65.
    S&P SmallCap 600
    -3.4% 12.1% 10.1% 6.7% 7.6% 1.26 Indexes
    66.
    S&P SmallCap 600 Growth (TR)
    2.8% 15.0% 12.7% 9.2% 9.3% 1.31 Indexes
    67.
    S&P SmallCap 600 Value (TR)
    -6.7% 10.8% 9.6% 6.7% 7.9% 1.22 Indexes
    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.
    -20.4% -4.4% -8.5% 0.4% 8.5% 1.93 Value
    69.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    19.2% 20.8% 19.4% 13.2% 20.4% 1.43 Growth & Value With Price Momentum
    70.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    17.4% 16.3% 23.8% 7.0% 10.4% 1.65 Growth & Value
    71.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    -15.0% 7.5% 10.9% 8.3% 9.6% 1.26 Growth & Value
    72.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.8% 21.3% 14.2% 11.6% 18.6% 1.34 Growth & Value With Price Momentum
    73.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.7% 18.1% 11.7% 8.7% 14.0% 1.05 Growth & Value With Price Momentum
    74.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    -2.1% 14.4% 11.9% 7.8% 9.0% 1.43 Growth & Value
    75.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    -14.3% 3.1% 7.0% 7.2% 9.3% 1.23 Value
    76.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -5.7% 0.5% -2.5% -2.0% 16.0% 1.90 Growth & Value
  • Benchmark: S&P 500 -0.7% 12.7% 10.2% 5.1% 4.2% 1.00
  • NOTE: The next update, with 1/31/16 data, will take place on 2/12/16.