Stock Screens

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

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

Data as of 5/31/2013

Screen Performance Snapshots (click tabs to change sort order)

YTD

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

1.	Piotroski: High F-Score A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.	83.7%	47.2%	39.7%	33.7%	30.5%	2.06	Value
2.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.8%	5.9%	6.3%	16.7%	25.6%	1.93	Value With Price Momentum
3.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	29.0%	12.2%	19.0%	17.6%	18.7%	1.77	Value
4.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	28.5%	34.8%	14.3%	13.6%	10.7%	1.69	Growth & Value
5.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	24.8%	17.6%	5.3%	5.6%	-2.6%	2.78	Growth & Value
6.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	24.1%	42.9%	21.8%	20.7%	21.4%	1.47	Growth & Value With Price Momentum
7.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	23.3%	17.8%	18.3%	10.0%	11.3%	1.77	Growth & Value
8.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	23.2%	19.7%	21.2%	18.6%	13.4%	2.26	Growth With Price Momentum
9.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	22.2%	24.0%	7.0%	19.4%	19.3%	1.50	Value With Price Momentum
10.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	21.9%	15.8%	14.8%	15.5%	19.5%	1.63	Growth & Value
11.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	21.2%	17.8%	7.0%	16.7%	17.2%	1.50	Value With Price Momentum
12.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	20.1%	1.7%	6.1%	8.5%	11.3%	1.65	Value
13.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	18.9%	24.0%	-3.4%	-0.5%	1.6%	1.59	Value
14.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	18.6%	23.1%	13.8%	13.6%	10.9%	1.24	Growth & Value
15.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.5%	20.4%	2.6%	2.5%	2.5%	1.23	Value
16.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	17.7%	14.7%	6.2%	18.3%	18.8%	1.31	Growth & Value With Price Momentum
17.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	17.5%	17.5%	13.9%	17.3%	17.0%	1.13	Earnings Estimates
18.	S&P MidCap 400 Value (TR)	17.4%	17.1%	7.7%	10.9%	8.2%	1.11	Indexes
19.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	17.0%	12.8%	10.2%	12.6%	11.4%	1.28	Growth & Value
20.	S&P 500 Value (TR)	16.8%	16.1%	4.4%	8.0%	5.0%	1.00	Indexes
21.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	16.7%	21.0%	10.2%	14.8%	14.8%	1.11	Growth & Value
22.	S&P SmallCap 600 Value (TR)	16.6%	16.4%	7.7%	10.6%	8.2%	1.22	Indexes
23.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	16.5%	17.5%	9.4%	11.8%	10.7%	1.22	Growth & Value
24.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	16.4%	23.1%	22.0%	27.2%	26.1%	1.84	Earnings Estimates
25.	S&P SmallCap 600 Growth (TR)	16.1%	18.8%	9.3%	11.9%	9.0%	1.31	Indexes
26.	S&P MidCap 400	16.1%	15.8%	6.1%	9.6%	8.6%	1.20	Indexes
27.	S&P MidCap 400 Growth (TR)	16.1%	17.4%	8.0%	11.5%	11.8%	1.31	Indexes
28.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	15.9%	13.9%	1.0%	13.6%	13.9%	1.92	Growth & Value With Price Momentum
29.	S&P SmallCap 600	15.8%	16.0%	6.9%	9.9%	7.5%	1.27	Indexes
30.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.7%	12.6%	4.4%	9.1%	10.8%	1.25	Growth & Value
31.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	15.6%	2.9%	3.5%	9.4%	13.8%	1.54	Growth
32.	All Exchange-Listed Stocks	15.5%	10.9%	6.5%	10.6%	10.1%	1.38	Indexes
33.	Fundamental Rule of Thumb An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.	15.4%	-5.8%	0.2%	10.5%	13.5%	1.70	Value
34.	Dow Jones 30	15.3%	14.2%	3.6%	5.5%	4.3%	0.97	Indexes
35.	S&P 500	14.3%	14.4%	3.1%	5.4%	3.4%	1.00	Indexes
36.	S&P 500 Growth (TR)	14.0%	17.7%	7.0%	7.4%	5.0%	1.10	Indexes
37.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	13.7%	14.5%	4.7%	12.0%	8.6%	1.43	Growth & Value
38.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	13.6%	12.5%	5.2%	12.0%	13.7%	1.03	Growth & Value With Price Momentum
39.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	13.5%	12.3%	-1.9%	5.2%	6.5%	1.20	Value With Price Momentum
40.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	13.5%	14.8%	7.2%	7.4%	8.5%	0.95	Growth & Value
41.	Est Rev: Down 5% Introduction to the use of earnings estimates.	12.4%	2.0%	0.8%	3.8%	0.4%	1.96	Earnings Estimates
42.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	12.1%	15.4%	2.2%	9.2%	16.4%	1.39	Growth With Price Momentum
43.	NASDAQ 100	12.1%	17.2%	8.0%	9.5%	7.4%	1.82	Indexes
44.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	11.7%	12.2%	0.0%	5.4%	15.0%	1.84	Growth With Price Momentum
45.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	11.7%	1.0%	1.9%	3.4%	0.2%	2.34	Earnings Estimates
46.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	10.7%	10.8%	2.2%	8.0%	8.1%	0.90	Value
47.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	10.7%	14.3%	7.0%	12.4%	15.4%	1.32	Growth & Value
48.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	10.6%	-2.5%	-1.6%	6.6%	10.1%	1.37	Value
49.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	10.4%	12.2%	5.8%	8.4%	6.3%	1.25	Growth
50.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.4%	12.6%	-1.6%	4.7%	5.4%	1.34	Value
51.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.2%	1.4%	7.0%	17.8%	16.7%	2.16	Growth With Price Momentum
52.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	10.2%	13.9%	9.1%	11.9%	12.6%	1.28	Growth
53.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	10.0%	12.5%	4.2%	13.4%	11.7%	1.36	Value With Price Momentum
54.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.0%	23.5%	13.6%	18.0%	15.8%	1.36	Earnings Estimates
55.	Schloss This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.	9.3%	4.4%	0.8%	8.4%	11.6%	1.85	Value
56.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	9.2%	16.9%	11.0%	10.5%	10.6%	1.18	Growth
57.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	9.1%	-7.7%	-5.8%	-0.7%	-0.9%	1.81	Specialty
58.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.7%	12.5%	6.3%	6.2%	8.2%	1.10	Growth & Value
59.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.4%	17.7%	7.9%	9.8%	12.8%	0.91	Growth & Value
60.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.8%	15.5%	6.8%	17.5%	8.8%	1.37	Growth & Value
61.	Est Rev: Up 5% Introduction to the use of earnings estimates.	7.7%	23.7%	20.9%	27.9%	28.4%	1.75	Earnings Estimates
62.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	7.3%	14.7%	13.7%	16.4%	14.0%	1.20	Value With Price Momentum
63.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	6.9%	18.1%	12.6%	18.2%	17.2%	1.37	Value
64.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	6.9%	-0.7%	-7.0%	14.0%	11.4%	2.21	Growth & Value
65.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	6.6%	2.1%	-9.7%	9.4%	19.2%	1.79	Growth & Value
66.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.6%	1.89	Growth With Price Momentum
67.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	5.0%	-3.9%	0.9%	12.0%	11.9%	1.21	Growth & Value
68.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	4.9%	19.9%	9.3%	11.7%	10.7%	1.22	Value
69.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	4.6%	5.6%	18.3%	25.6%	22.1%	1.74	Value
70.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	1.2%	-1.2%	-9.1%	6.8%	6.4%	1.46	Growth & Value With Price Momentum
71.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-5.2%	2.5%	10.0%	15.8%	2.17	Growth & Value
72.	Foolish Small Cap 8 The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.	0.0%	7.3%	0.0%	5.5%	11.0%	2.20	Growth With Price Momentum
73.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-5.8%	11.6%	2.73	Growth & Value With Price Momentum
74.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	-0.1%	-21.9%	-12.3%	-1.5%	2.2%	2.17	Growth & Value
75.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	-2.0%	7.7%	2.0%	16.2%	17.6%	1.75	Value
76.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-2.5%	16.2%	16.7%	21.0%	21.0%	2.93	Growth & Value With Price Momentum
77.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.5%	-24.7%	-13.7%	-2.5%	3.4%	1.36	Growth & Value With Price Momentum

3-Year

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

1.	Piotroski: High F-Score A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.	83.7%	47.2%	39.7%	33.7%	30.5%	2.06	Value
2.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	24.1%	42.9%	21.8%	20.7%	21.4%	1.47	Growth & Value With Price Momentum
3.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	28.5%	34.8%	14.3%	13.6%	10.7%	1.69	Growth & Value
4.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	22.2%	24.0%	7.0%	19.4%	19.3%	1.50	Value With Price Momentum
5.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	18.9%	24.0%	-3.4%	-0.5%	1.6%	1.59	Value
6.	Est Rev: Up 5% Introduction to the use of earnings estimates.	7.7%	23.7%	20.9%	27.9%	28.4%	1.75	Earnings Estimates
7.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.0%	23.5%	13.6%	18.0%	15.8%	1.36	Earnings Estimates
8.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	16.4%	23.1%	22.0%	27.2%	26.1%	1.84	Earnings Estimates
9.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	18.6%	23.1%	13.8%	13.6%	10.9%	1.24	Growth & Value
10.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	16.7%	21.0%	10.2%	14.8%	14.8%	1.11	Growth & Value
11.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.5%	20.4%	2.6%	2.5%	2.5%	1.23	Value
12.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	4.9%	19.9%	9.3%	11.7%	10.7%	1.22	Value
13.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	23.2%	19.7%	21.2%	18.6%	13.4%	2.26	Growth With Price Momentum
14.	S&P SmallCap 600 Growth (TR)	16.1%	18.8%	9.3%	11.9%	9.0%	1.31	Indexes
15.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	6.9%	18.1%	12.6%	18.2%	17.2%	1.37	Value
16.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	23.3%	17.8%	18.3%	10.0%	11.3%	1.77	Growth & Value
17.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	21.2%	17.8%	7.0%	16.7%	17.2%	1.50	Value With Price Momentum
18.	S&P 500 Growth (TR)	14.0%	17.7%	7.0%	7.4%	5.0%	1.10	Indexes
19.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.4%	17.7%	7.9%	9.8%	12.8%	0.91	Growth & Value
20.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	24.8%	17.6%	5.3%	5.6%	-2.6%	2.78	Growth & Value
21.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	17.5%	17.5%	13.9%	17.3%	17.0%	1.13	Earnings Estimates
22.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	16.5%	17.5%	9.4%	11.8%	10.7%	1.22	Growth & Value
23.	S&P MidCap 400 Growth (TR)	16.1%	17.4%	8.0%	11.5%	11.8%	1.31	Indexes
24.	NASDAQ 100	12.1%	17.2%	8.0%	9.5%	7.4%	1.82	Indexes
25.	S&P MidCap 400 Value (TR)	17.4%	17.1%	7.7%	10.9%	8.2%	1.11	Indexes
26.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	9.2%	16.9%	11.0%	10.5%	10.6%	1.18	Growth
27.	S&P SmallCap 600 Value (TR)	16.6%	16.4%	7.7%	10.6%	8.2%	1.22	Indexes
28.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-2.5%	16.2%	16.7%	21.0%	21.0%	2.93	Growth & Value With Price Momentum
29.	S&P 500 Value (TR)	16.8%	16.1%	4.4%	8.0%	5.0%	1.00	Indexes
30.	S&P SmallCap 600	15.8%	16.0%	6.9%	9.9%	7.5%	1.27	Indexes
31.	S&P MidCap 400	16.1%	15.8%	6.1%	9.6%	8.6%	1.20	Indexes
32.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	21.9%	15.8%	14.8%	15.5%	19.5%	1.63	Growth & Value
33.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.8%	15.5%	6.8%	17.5%	8.8%	1.37	Growth & Value
34.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	12.1%	15.4%	2.2%	9.2%	16.4%	1.39	Growth With Price Momentum
35.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	13.5%	14.8%	7.2%	7.4%	8.5%	0.95	Growth & Value
36.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	7.3%	14.7%	13.7%	16.4%	14.0%	1.20	Value With Price Momentum
37.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	17.7%	14.7%	6.2%	18.3%	18.8%	1.31	Growth & Value With Price Momentum
38.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	13.7%	14.5%	4.7%	12.0%	8.6%	1.43	Growth & Value
39.	S&P 500	14.3%	14.4%	3.1%	5.4%	3.4%	1.00	Indexes
40.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	10.7%	14.3%	7.0%	12.4%	15.4%	1.32	Growth & Value
41.	Dow Jones 30	15.3%	14.2%	3.6%	5.5%	4.3%	0.97	Indexes
42.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	10.2%	13.9%	9.1%	11.9%	12.6%	1.28	Growth
43.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	15.9%	13.9%	1.0%	13.6%	13.9%	1.92	Growth & Value With Price Momentum
44.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	17.0%	12.8%	10.2%	12.6%	11.4%	1.28	Growth & Value
45.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.7%	12.6%	4.4%	9.1%	10.8%	1.25	Growth & Value
46.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.4%	12.6%	-1.6%	4.7%	5.4%	1.34	Value
47.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.7%	12.5%	6.3%	6.2%	8.2%	1.10	Growth & Value
48.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	13.6%	12.5%	5.2%	12.0%	13.7%	1.03	Growth & Value With Price Momentum
49.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	10.0%	12.5%	4.2%	13.4%	11.7%	1.36	Value With Price Momentum
50.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	13.5%	12.3%	-1.9%	5.2%	6.5%	1.20	Value With Price Momentum
51.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	11.7%	12.2%	0.0%	5.4%	15.0%	1.84	Growth With Price Momentum
52.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	29.0%	12.2%	19.0%	17.6%	18.7%	1.77	Value
53.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	10.4%	12.2%	5.8%	8.4%	6.3%	1.25	Growth
54.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.6%	1.89	Growth With Price Momentum
55.	All Exchange-Listed Stocks	15.5%	10.9%	6.5%	10.6%	10.1%	1.38	Indexes
56.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	10.7%	10.8%	2.2%	8.0%	8.1%	0.90	Value
57.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	-2.0%	7.7%	2.0%	16.2%	17.6%	1.75	Value
58.	Foolish Small Cap 8 The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.	0.0%	7.3%	0.0%	5.5%	11.0%	2.20	Growth With Price Momentum
59.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.8%	5.9%	6.3%	16.7%	25.6%	1.93	Value With Price Momentum
60.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	4.6%	5.6%	18.3%	25.6%	22.1%	1.74	Value
61.	Schloss This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.	9.3%	4.4%	0.8%	8.4%	11.6%	1.85	Value
62.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	15.6%	2.9%	3.5%	9.4%	13.8%	1.54	Growth
63.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	6.6%	2.1%	-9.7%	9.4%	19.2%	1.79	Growth & Value
64.	Est Rev: Down 5% Introduction to the use of earnings estimates.	12.4%	2.0%	0.8%	3.8%	0.4%	1.96	Earnings Estimates
65.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	20.1%	1.7%	6.1%	8.5%	11.3%	1.65	Value
66.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.2%	1.4%	7.0%	17.8%	16.7%	2.16	Growth With Price Momentum
67.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	11.7%	1.0%	1.9%	3.4%	0.2%	2.34	Earnings Estimates
68.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	6.9%	-0.7%	-7.0%	14.0%	11.4%	2.21	Growth & Value
69.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	1.2%	-1.2%	-9.1%	6.8%	6.4%	1.46	Growth & Value With Price Momentum
70.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	10.6%	-2.5%	-1.6%	6.6%	10.1%	1.37	Value
71.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	5.0%	-3.9%	0.9%	12.0%	11.9%	1.21	Growth & Value
72.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-5.2%	2.5%	10.0%	15.8%	2.17	Growth & Value
73.	Fundamental Rule of Thumb An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.	15.4%	-5.8%	0.2%	10.5%	13.5%	1.70	Value
74.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-5.8%	11.6%	2.73	Growth & Value With Price Momentum
75.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	9.1%	-7.7%	-5.8%	-0.7%	-0.9%	1.81	Specialty
76.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	-0.1%	-21.9%	-12.3%	-1.5%	2.2%	2.17	Growth & Value
77.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.5%	-24.7%	-13.7%	-2.5%	3.4%	1.36	Growth & Value With Price Momentum

5-Year

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

1.	Piotroski: High F-Score A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.	83.7%	47.2%	39.7%	33.7%	30.5%	2.06	Value
2.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	16.4%	23.1%	22.0%	27.2%	26.1%	1.84	Earnings Estimates
3.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	24.1%	42.9%	21.8%	20.7%	21.4%	1.47	Growth & Value With Price Momentum
4.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	23.2%	19.7%	21.2%	18.6%	13.4%	2.26	Growth With Price Momentum
5.	Est Rev: Up 5% Introduction to the use of earnings estimates.	7.7%	23.7%	20.9%	27.9%	28.4%	1.75	Earnings Estimates
6.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	29.0%	12.2%	19.0%	17.6%	18.7%	1.77	Value
7.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	23.3%	17.8%	18.3%	10.0%	11.3%	1.77	Growth & Value
8.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	4.6%	5.6%	18.3%	25.6%	22.1%	1.74	Value
9.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-2.5%	16.2%	16.7%	21.0%	21.0%	2.93	Growth & Value With Price Momentum
10.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	21.9%	15.8%	14.8%	15.5%	19.5%	1.63	Growth & Value
11.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	28.5%	34.8%	14.3%	13.6%	10.7%	1.69	Growth & Value
12.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	17.5%	17.5%	13.9%	17.3%	17.0%	1.13	Earnings Estimates
13.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	18.6%	23.1%	13.8%	13.6%	10.9%	1.24	Growth & Value
14.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	7.3%	14.7%	13.7%	16.4%	14.0%	1.20	Value With Price Momentum
15.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.0%	23.5%	13.6%	18.0%	15.8%	1.36	Earnings Estimates
16.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.6%	1.89	Growth With Price Momentum
17.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	6.9%	18.1%	12.6%	18.2%	17.2%	1.37	Value
18.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	9.2%	16.9%	11.0%	10.5%	10.6%	1.18	Growth
19.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	16.7%	21.0%	10.2%	14.8%	14.8%	1.11	Growth & Value
20.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	17.0%	12.8%	10.2%	12.6%	11.4%	1.28	Growth & Value
21.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	16.5%	17.5%	9.4%	11.8%	10.7%	1.22	Growth & Value
22.	S&P SmallCap 600 Growth (TR)	16.1%	18.8%	9.3%	11.9%	9.0%	1.31	Indexes
23.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	4.9%	19.9%	9.3%	11.7%	10.7%	1.22	Value
24.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	10.2%	13.9%	9.1%	11.9%	12.6%	1.28	Growth
25.	S&P MidCap 400 Growth (TR)	16.1%	17.4%	8.0%	11.5%	11.8%	1.31	Indexes
26.	NASDAQ 100	12.1%	17.2%	8.0%	9.5%	7.4%	1.82	Indexes
27.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.4%	17.7%	7.9%	9.8%	12.8%	0.91	Growth & Value
28.	S&P MidCap 400 Value (TR)	17.4%	17.1%	7.7%	10.9%	8.2%	1.11	Indexes
29.	S&P SmallCap 600 Value (TR)	16.6%	16.4%	7.7%	10.6%	8.2%	1.22	Indexes
30.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	13.5%	14.8%	7.2%	7.4%	8.5%	0.95	Growth & Value
31.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.2%	1.4%	7.0%	17.8%	16.7%	2.16	Growth With Price Momentum
32.	S&P 500 Growth (TR)	14.0%	17.7%	7.0%	7.4%	5.0%	1.10	Indexes
33.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	21.2%	17.8%	7.0%	16.7%	17.2%	1.50	Value With Price Momentum
34.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	10.7%	14.3%	7.0%	12.4%	15.4%	1.32	Growth & Value
35.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	22.2%	24.0%	7.0%	19.4%	19.3%	1.50	Value With Price Momentum
36.	S&P SmallCap 600	15.8%	16.0%	6.9%	9.9%	7.5%	1.27	Indexes
37.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.8%	15.5%	6.8%	17.5%	8.8%	1.37	Growth & Value
38.	All Exchange-Listed Stocks	15.5%	10.9%	6.5%	10.6%	10.1%	1.38	Indexes
39.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.7%	12.5%	6.3%	6.2%	8.2%	1.10	Growth & Value
40.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.8%	5.9%	6.3%	16.7%	25.6%	1.93	Value With Price Momentum
41.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	17.7%	14.7%	6.2%	18.3%	18.8%	1.31	Growth & Value With Price Momentum
42.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	20.1%	1.7%	6.1%	8.5%	11.3%	1.65	Value
43.	S&P MidCap 400	16.1%	15.8%	6.1%	9.6%	8.6%	1.20	Indexes
44.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	10.4%	12.2%	5.8%	8.4%	6.3%	1.25	Growth
45.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	24.8%	17.6%	5.3%	5.6%	-2.6%	2.78	Growth & Value
46.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	13.6%	12.5%	5.2%	12.0%	13.7%	1.03	Growth & Value With Price Momentum
47.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	13.7%	14.5%	4.7%	12.0%	8.6%	1.43	Growth & Value
48.	S&P 500 Value (TR)	16.8%	16.1%	4.4%	8.0%	5.0%	1.00	Indexes
49.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.7%	12.6%	4.4%	9.1%	10.8%	1.25	Growth & Value
50.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	10.0%	12.5%	4.2%	13.4%	11.7%	1.36	Value With Price Momentum
51.	Dow Jones 30	15.3%	14.2%	3.6%	5.5%	4.3%	0.97	Indexes
52.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	15.6%	2.9%	3.5%	9.4%	13.8%	1.54	Growth
53.	S&P 500	14.3%	14.4%	3.1%	5.4%	3.4%	1.00	Indexes
54.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.5%	20.4%	2.6%	2.5%	2.5%	1.23	Value
55.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-5.2%	2.5%	10.0%	15.8%	2.17	Growth & Value
56.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	10.7%	10.8%	2.2%	8.0%	8.1%	0.90	Value
57.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	12.1%	15.4%	2.2%	9.2%	16.4%	1.39	Growth With Price Momentum
58.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	-2.0%	7.7%	2.0%	16.2%	17.6%	1.75	Value
59.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	11.7%	1.0%	1.9%	3.4%	0.2%	2.34	Earnings Estimates
60.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	15.9%	13.9%	1.0%	13.6%	13.9%	1.92	Growth & Value With Price Momentum
61.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	5.0%	-3.9%	0.9%	12.0%	11.9%	1.21	Growth & Value
62.	Est Rev: Down 5% Introduction to the use of earnings estimates.	12.4%	2.0%	0.8%	3.8%	0.4%	1.96	Earnings Estimates
63.	Schloss This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.	9.3%	4.4%	0.8%	8.4%	11.6%	1.85	Value
64.	Fundamental Rule of Thumb An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.	15.4%	-5.8%	0.2%	10.5%	13.5%	1.70	Value
65.	Foolish Small Cap 8 The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.	0.0%	7.3%	0.0%	5.5%	11.0%	2.20	Growth With Price Momentum
66.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	11.7%	12.2%	0.0%	5.4%	15.0%	1.84	Growth With Price Momentum
67.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.4%	12.6%	-1.6%	4.7%	5.4%	1.34	Value
68.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	10.6%	-2.5%	-1.6%	6.6%	10.1%	1.37	Value
69.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	13.5%	12.3%	-1.9%	5.2%	6.5%	1.20	Value With Price Momentum
70.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	18.9%	24.0%	-3.4%	-0.5%	1.6%	1.59	Value
71.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	9.1%	-7.7%	-5.8%	-0.7%	-0.9%	1.81	Specialty
72.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	6.9%	-0.7%	-7.0%	14.0%	11.4%	2.21	Growth & Value
73.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	1.2%	-1.2%	-9.1%	6.8%	6.4%	1.46	Growth & Value With Price Momentum
74.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	6.6%	2.1%	-9.7%	9.4%	19.2%	1.79	Growth & Value
75.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	-0.1%	-21.9%	-12.3%	-1.5%	2.2%	2.17	Growth & Value
76.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.5%	-24.7%	-13.7%	-2.5%	3.4%	1.36	Growth & Value With Price Momentum
77.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-5.8%	11.6%	2.73	Growth & Value With Price Momentum

10-Year

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

1.	Piotroski: High F-Score A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.	83.7%	47.2%	39.7%	33.7%	30.5%	2.06	Value
2.	Est Rev: Up 5% Introduction to the use of earnings estimates.	7.7%	23.7%	20.9%	27.9%	28.4%	1.75	Earnings Estimates
3.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	16.4%	23.1%	22.0%	27.2%	26.1%	1.84	Earnings Estimates
4.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	4.6%	5.6%	18.3%	25.6%	22.1%	1.74	Value
5.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-2.5%	16.2%	16.7%	21.0%	21.0%	2.93	Growth & Value With Price Momentum
6.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	24.1%	42.9%	21.8%	20.7%	21.4%	1.47	Growth & Value With Price Momentum
7.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	22.2%	24.0%	7.0%	19.4%	19.3%	1.50	Value With Price Momentum
8.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	23.2%	19.7%	21.2%	18.6%	13.4%	2.26	Growth With Price Momentum
9.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.6%	1.89	Growth With Price Momentum
10.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	17.7%	14.7%	6.2%	18.3%	18.8%	1.31	Growth & Value With Price Momentum
11.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	6.9%	18.1%	12.6%	18.2%	17.2%	1.37	Value
12.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.0%	23.5%	13.6%	18.0%	15.8%	1.36	Earnings Estimates
13.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.2%	1.4%	7.0%	17.8%	16.7%	2.16	Growth With Price Momentum
14.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	29.0%	12.2%	19.0%	17.6%	18.7%	1.77	Value
15.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.8%	15.5%	6.8%	17.5%	8.8%	1.37	Growth & Value
16.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	17.5%	17.5%	13.9%	17.3%	17.0%	1.13	Earnings Estimates
17.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.8%	5.9%	6.3%	16.7%	25.6%	1.93	Value With Price Momentum
18.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	21.2%	17.8%	7.0%	16.7%	17.2%	1.50	Value With Price Momentum
19.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	7.3%	14.7%	13.7%	16.4%	14.0%	1.20	Value With Price Momentum
20.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	-2.0%	7.7%	2.0%	16.2%	17.6%	1.75	Value
21.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	21.9%	15.8%	14.8%	15.5%	19.5%	1.63	Growth & Value
22.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	16.7%	21.0%	10.2%	14.8%	14.8%	1.11	Growth & Value
23.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	6.9%	-0.7%	-7.0%	14.0%	11.4%	2.21	Growth & Value
24.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	15.9%	13.9%	1.0%	13.6%	13.9%	1.92	Growth & Value With Price Momentum
25.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	28.5%	34.8%	14.3%	13.6%	10.7%	1.69	Growth & Value
26.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	18.6%	23.1%	13.8%	13.6%	10.9%	1.24	Growth & Value
27.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	10.0%	12.5%	4.2%	13.4%	11.7%	1.36	Value With Price Momentum
28.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	17.0%	12.8%	10.2%	12.6%	11.4%	1.28	Growth & Value
29.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	10.7%	14.3%	7.0%	12.4%	15.4%	1.32	Growth & Value
30.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	13.6%	12.5%	5.2%	12.0%	13.7%	1.03	Growth & Value With Price Momentum
31.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	13.7%	14.5%	4.7%	12.0%	8.6%	1.43	Growth & Value
32.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	5.0%	-3.9%	0.9%	12.0%	11.9%	1.21	Growth & Value
33.	S&P SmallCap 600 Growth (TR)	16.1%	18.8%	9.3%	11.9%	9.0%	1.31	Indexes
34.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	10.2%	13.9%	9.1%	11.9%	12.6%	1.28	Growth
35.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	16.5%	17.5%	9.4%	11.8%	10.7%	1.22	Growth & Value
36.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	4.9%	19.9%	9.3%	11.7%	10.7%	1.22	Value
37.	S&P MidCap 400 Growth (TR)	16.1%	17.4%	8.0%	11.5%	11.8%	1.31	Indexes
38.	S&P MidCap 400 Value (TR)	17.4%	17.1%	7.7%	10.9%	8.2%	1.11	Indexes
39.	S&P SmallCap 600 Value (TR)	16.6%	16.4%	7.7%	10.6%	8.2%	1.22	Indexes
40.	All Exchange-Listed Stocks	15.5%	10.9%	6.5%	10.6%	10.1%	1.38	Indexes
41.	Fundamental Rule of Thumb An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.	15.4%	-5.8%	0.2%	10.5%	13.5%	1.70	Value
42.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	9.2%	16.9%	11.0%	10.5%	10.6%	1.18	Growth
43.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-5.2%	2.5%	10.0%	15.8%	2.17	Growth & Value
44.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	23.3%	17.8%	18.3%	10.0%	11.3%	1.77	Growth & Value
45.	S&P SmallCap 600	15.8%	16.0%	6.9%	9.9%	7.5%	1.27	Indexes
46.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.4%	17.7%	7.9%	9.8%	12.8%	0.91	Growth & Value
47.	S&P MidCap 400	16.1%	15.8%	6.1%	9.6%	8.6%	1.20	Indexes
48.	NASDAQ 100	12.1%	17.2%	8.0%	9.5%	7.4%	1.82	Indexes
49.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	6.6%	2.1%	-9.7%	9.4%	19.2%	1.79	Growth & Value
50.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	15.6%	2.9%	3.5%	9.4%	13.8%	1.54	Growth
51.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	12.1%	15.4%	2.2%	9.2%	16.4%	1.39	Growth With Price Momentum
52.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.7%	12.6%	4.4%	9.1%	10.8%	1.25	Growth & Value
53.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	20.1%	1.7%	6.1%	8.5%	11.3%	1.65	Value
54.	Schloss This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.	9.3%	4.4%	0.8%	8.4%	11.6%	1.85	Value
55.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	10.4%	12.2%	5.8%	8.4%	6.3%	1.25	Growth
56.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	10.7%	10.8%	2.2%	8.0%	8.1%	0.90	Value
57.	S&P 500 Value (TR)	16.8%	16.1%	4.4%	8.0%	5.0%	1.00	Indexes
58.	S&P 500 Growth (TR)	14.0%	17.7%	7.0%	7.4%	5.0%	1.10	Indexes
59.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	13.5%	14.8%	7.2%	7.4%	8.5%	0.95	Growth & Value
60.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	1.2%	-1.2%	-9.1%	6.8%	6.4%	1.46	Growth & Value With Price Momentum
61.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	10.6%	-2.5%	-1.6%	6.6%	10.1%	1.37	Value
62.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.7%	12.5%	6.3%	6.2%	8.2%	1.10	Growth & Value
63.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	24.8%	17.6%	5.3%	5.6%	-2.6%	2.78	Growth & Value
64.	Dow Jones 30	15.3%	14.2%	3.6%	5.5%	4.3%	0.97	Indexes
65.	Foolish Small Cap 8 The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.	0.0%	7.3%	0.0%	5.5%	11.0%	2.20	Growth With Price Momentum
66.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	11.7%	12.2%	0.0%	5.4%	15.0%	1.84	Growth With Price Momentum
67.	S&P 500	14.3%	14.4%	3.1%	5.4%	3.4%	1.00	Indexes
68.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	13.5%	12.3%	-1.9%	5.2%	6.5%	1.20	Value With Price Momentum
69.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.4%	12.6%	-1.6%	4.7%	5.4%	1.34	Value
70.	Est Rev: Down 5% Introduction to the use of earnings estimates.	12.4%	2.0%	0.8%	3.8%	0.4%	1.96	Earnings Estimates
71.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	11.7%	1.0%	1.9%	3.4%	0.2%	2.34	Earnings Estimates
72.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.5%	20.4%	2.6%	2.5%	2.5%	1.23	Value
73.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	18.9%	24.0%	-3.4%	-0.5%	1.6%	1.59	Value
74.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	9.1%	-7.7%	-5.8%	-0.7%	-0.9%	1.81	Specialty
75.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	-0.1%	-21.9%	-12.3%	-1.5%	2.2%	2.17	Growth & Value
76.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.5%	-24.7%	-13.7%	-2.5%	3.4%	1.36	Growth & Value With Price Momentum
77.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-5.8%	11.6%	2.73	Growth & Value With Price Momentum

Inception

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

1.	Piotroski: High F-Score A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.	83.7%	47.2%	39.7%	33.7%	30.5%	2.06	Value
2.	Est Rev: Up 5% Introduction to the use of earnings estimates.	7.7%	23.7%	20.9%	27.9%	28.4%	1.75	Earnings Estimates
3.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	16.4%	23.1%	22.0%	27.2%	26.1%	1.84	Earnings Estimates
4.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.8%	5.9%	6.3%	16.7%	25.6%	1.93	Value With Price Momentum
5.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.6%	1.89	Growth With Price Momentum
6.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	4.6%	5.6%	18.3%	25.6%	22.1%	1.74	Value
7.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	24.1%	42.9%	21.8%	20.7%	21.4%	1.47	Growth & Value With Price Momentum
8.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-2.5%	16.2%	16.7%	21.0%	21.0%	2.93	Growth & Value With Price Momentum
9.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	21.9%	15.8%	14.8%	15.5%	19.5%	1.63	Growth & Value
10.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	22.2%	24.0%	7.0%	19.4%	19.3%	1.50	Value With Price Momentum
11.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	6.6%	2.1%	-9.7%	9.4%	19.2%	1.79	Growth & Value
12.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	17.7%	14.7%	6.2%	18.3%	18.8%	1.31	Growth & Value With Price Momentum
13.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	29.0%	12.2%	19.0%	17.6%	18.7%	1.77	Value
14.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	-2.0%	7.7%	2.0%	16.2%	17.6%	1.75	Value
15.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	6.9%	18.1%	12.6%	18.2%	17.2%	1.37	Value
16.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	21.2%	17.8%	7.0%	16.7%	17.2%	1.50	Value With Price Momentum
17.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	17.5%	17.5%	13.9%	17.3%	17.0%	1.13	Earnings Estimates
18.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.2%	1.4%	7.0%	17.8%	16.7%	2.16	Growth With Price Momentum
19.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	12.1%	15.4%	2.2%	9.2%	16.4%	1.39	Growth With Price Momentum
20.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-5.2%	2.5%	10.0%	15.8%	2.17	Growth & Value
21.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.0%	23.5%	13.6%	18.0%	15.8%	1.36	Earnings Estimates
22.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	10.7%	14.3%	7.0%	12.4%	15.4%	1.32	Growth & Value
23.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	11.7%	12.2%	0.0%	5.4%	15.0%	1.84	Growth With Price Momentum
24.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	16.7%	21.0%	10.2%	14.8%	14.8%	1.11	Growth & Value
25.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	7.3%	14.7%	13.7%	16.4%	14.0%	1.20	Value With Price Momentum
26.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	15.9%	13.9%	1.0%	13.6%	13.9%	1.92	Growth & Value With Price Momentum
27.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	15.6%	2.9%	3.5%	9.4%	13.8%	1.54	Growth
28.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	13.6%	12.5%	5.2%	12.0%	13.7%	1.03	Growth & Value With Price Momentum
29.	Fundamental Rule of Thumb An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.	15.4%	-5.8%	0.2%	10.5%	13.5%	1.70	Value
30.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	23.2%	19.7%	21.2%	18.6%	13.4%	2.26	Growth With Price Momentum
31.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.4%	17.7%	7.9%	9.8%	12.8%	0.91	Growth & Value
32.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	10.2%	13.9%	9.1%	11.9%	12.6%	1.28	Growth
33.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	5.0%	-3.9%	0.9%	12.0%	11.9%	1.21	Growth & Value
34.	S&P MidCap 400 Growth (TR)	16.1%	17.4%	8.0%	11.5%	11.8%	1.31	Indexes
35.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	10.0%	12.5%	4.2%	13.4%	11.7%	1.36	Value With Price Momentum
36.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-5.8%	11.6%	2.73	Growth & Value With Price Momentum
37.	Schloss This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.	9.3%	4.4%	0.8%	8.4%	11.6%	1.85	Value
38.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	6.9%	-0.7%	-7.0%	14.0%	11.4%	2.21	Growth & Value
39.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	17.0%	12.8%	10.2%	12.6%	11.4%	1.28	Growth & Value
40.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	20.1%	1.7%	6.1%	8.5%	11.3%	1.65	Value
41.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	23.3%	17.8%	18.3%	10.0%	11.3%	1.77	Growth & Value
42.	Foolish Small Cap 8 The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.	0.0%	7.3%	0.0%	5.5%	11.0%	2.20	Growth With Price Momentum
43.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	18.6%	23.1%	13.8%	13.6%	10.9%	1.24	Growth & Value
44.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.7%	12.6%	4.4%	9.1%	10.8%	1.25	Growth & Value
45.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	16.5%	17.5%	9.4%	11.8%	10.7%	1.22	Growth & Value
46.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	28.5%	34.8%	14.3%	13.6%	10.7%	1.69	Growth & Value
47.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	4.9%	19.9%	9.3%	11.7%	10.7%	1.22	Value
48.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	9.2%	16.9%	11.0%	10.5%	10.6%	1.18	Growth
49.	All Exchange-Listed Stocks	15.5%	10.9%	6.5%	10.6%	10.1%	1.38	Indexes
50.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	10.6%	-2.5%	-1.6%	6.6%	10.1%	1.37	Value
51.	S&P SmallCap 600 Growth (TR)	16.1%	18.8%	9.3%	11.9%	9.0%	1.31	Indexes
52.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.8%	15.5%	6.8%	17.5%	8.8%	1.37	Growth & Value
53.	S&P MidCap 400	16.1%	15.8%	6.1%	9.6%	8.6%	1.20	Indexes
54.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	13.7%	14.5%	4.7%	12.0%	8.6%	1.43	Growth & Value
55.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	13.5%	14.8%	7.2%	7.4%	8.5%	0.95	Growth & Value
56.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.7%	12.5%	6.3%	6.2%	8.2%	1.10	Growth & Value
57.	S&P SmallCap 600 Value (TR)	16.6%	16.4%	7.7%	10.6%	8.2%	1.22	Indexes
58.	S&P MidCap 400 Value (TR)	17.4%	17.1%	7.7%	10.9%	8.2%	1.11	Indexes
59.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	10.7%	10.8%	2.2%	8.0%	8.1%	0.90	Value
60.	S&P SmallCap 600	15.8%	16.0%	6.9%	9.9%	7.5%	1.27	Indexes
61.	NASDAQ 100	12.1%	17.2%	8.0%	9.5%	7.4%	1.82	Indexes
62.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	13.5%	12.3%	-1.9%	5.2%	6.5%	1.20	Value With Price Momentum
63.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	1.2%	-1.2%	-9.1%	6.8%	6.4%	1.46	Growth & Value With Price Momentum
64.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	10.4%	12.2%	5.8%	8.4%	6.3%	1.25	Growth
65.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.4%	12.6%	-1.6%	4.7%	5.4%	1.34	Value
66.	S&P 500 Growth (TR)	14.0%	17.7%	7.0%	7.4%	5.0%	1.10	Indexes
67.	S&P 500 Value (TR)	16.8%	16.1%	4.4%	8.0%	5.0%	1.00	Indexes
68.	Dow Jones 30	15.3%	14.2%	3.6%	5.5%	4.3%	0.97	Indexes
69.	S&P 500	14.3%	14.4%	3.1%	5.4%	3.4%	1.00	Indexes
70.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.5%	-24.7%	-13.7%	-2.5%	3.4%	1.36	Growth & Value With Price Momentum
71.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.5%	20.4%	2.6%	2.5%	2.5%	1.23	Value
72.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	-0.1%	-21.9%	-12.3%	-1.5%	2.2%	2.17	Growth & Value
73.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	18.9%	24.0%	-3.4%	-0.5%	1.6%	1.59	Value
74.	Est Rev: Down 5% Introduction to the use of earnings estimates.	12.4%	2.0%	0.8%	3.8%	0.4%	1.96	Earnings Estimates
75.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	11.7%	1.0%	1.9%	3.4%	0.2%	2.34	Earnings Estimates
76.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	9.1%	-7.7%	-5.8%	-0.7%	-0.9%	1.81	Specialty
77.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	24.8%	17.6%	5.3%	5.6%	-2.6%	2.78	Growth & Value

Risk Index

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

1.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	10.7%	10.8%	2.2%	8.0%	8.1%	0.90	Value
2.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.4%	17.7%	7.9%	9.8%	12.8%	0.91	Growth & Value
3.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	13.5%	14.8%	7.2%	7.4%	8.5%	0.95	Growth & Value
4.	Dow Jones 30	15.3%	14.2%	3.6%	5.5%	4.3%	0.97	Indexes
5.	S&P 500	14.3%	14.4%	3.1%	5.4%	3.4%	1.00	Indexes
6.	S&P 500 Value (TR)	16.8%	16.1%	4.4%	8.0%	5.0%	1.00	Indexes
7.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	13.6%	12.5%	5.2%	12.0%	13.7%	1.03	Growth & Value With Price Momentum
8.	S&P 500 Growth (TR)	14.0%	17.7%	7.0%	7.4%	5.0%	1.10	Indexes
9.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.7%	12.5%	6.3%	6.2%	8.2%	1.10	Growth & Value
10.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	16.7%	21.0%	10.2%	14.8%	14.8%	1.11	Growth & Value
11.	S&P MidCap 400 Value (TR)	17.4%	17.1%	7.7%	10.9%	8.2%	1.11	Indexes
12.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	17.5%	17.5%	13.9%	17.3%	17.0%	1.13	Earnings Estimates
13.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	9.2%	16.9%	11.0%	10.5%	10.6%	1.18	Growth
14.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	13.5%	12.3%	-1.9%	5.2%	6.5%	1.20	Value With Price Momentum
15.	S&P MidCap 400	16.1%	15.8%	6.1%	9.6%	8.6%	1.20	Indexes
16.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	7.3%	14.7%	13.7%	16.4%	14.0%	1.20	Value With Price Momentum
17.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	5.0%	-3.9%	0.9%	12.0%	11.9%	1.21	Growth & Value
18.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	16.5%	17.5%	9.4%	11.8%	10.7%	1.22	Growth & Value
19.	S&P SmallCap 600 Value (TR)	16.6%	16.4%	7.7%	10.6%	8.2%	1.22	Indexes
20.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	4.9%	19.9%	9.3%	11.7%	10.7%	1.22	Value
21.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.5%	20.4%	2.6%	2.5%	2.5%	1.23	Value
22.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	18.6%	23.1%	13.8%	13.6%	10.9%	1.24	Growth & Value
23.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.7%	12.6%	4.4%	9.1%	10.8%	1.25	Growth & Value
24.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	10.4%	12.2%	5.8%	8.4%	6.3%	1.25	Growth
25.	S&P SmallCap 600	15.8%	16.0%	6.9%	9.9%	7.5%	1.27	Indexes
26.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	10.2%	13.9%	9.1%	11.9%	12.6%	1.28	Growth
27.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	17.0%	12.8%	10.2%	12.6%	11.4%	1.28	Growth & Value
28.	S&P MidCap 400 Growth (TR)	16.1%	17.4%	8.0%	11.5%	11.8%	1.31	Indexes
29.	S&P SmallCap 600 Growth (TR)	16.1%	18.8%	9.3%	11.9%	9.0%	1.31	Indexes
30.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	17.7%	14.7%	6.2%	18.3%	18.8%	1.31	Growth & Value With Price Momentum
31.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	10.7%	14.3%	7.0%	12.4%	15.4%	1.32	Growth & Value
32.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.4%	12.6%	-1.6%	4.7%	5.4%	1.34	Value
33.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	10.0%	12.5%	4.2%	13.4%	11.7%	1.36	Value With Price Momentum
34.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.5%	-24.7%	-13.7%	-2.5%	3.4%	1.36	Growth & Value With Price Momentum
35.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.0%	23.5%	13.6%	18.0%	15.8%	1.36	Earnings Estimates
36.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	10.6%	-2.5%	-1.6%	6.6%	10.1%	1.37	Value
37.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.8%	15.5%	6.8%	17.5%	8.8%	1.37	Growth & Value
38.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	6.9%	18.1%	12.6%	18.2%	17.2%	1.37	Value
39.	All Exchange-Listed Stocks	15.5%	10.9%	6.5%	10.6%	10.1%	1.38	Indexes
40.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	12.1%	15.4%	2.2%	9.2%	16.4%	1.39	Growth With Price Momentum
41.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	13.7%	14.5%	4.7%	12.0%	8.6%	1.43	Growth & Value
42.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	1.2%	-1.2%	-9.1%	6.8%	6.4%	1.46	Growth & Value With Price Momentum
43.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	24.1%	42.9%	21.8%	20.7%	21.4%	1.47	Growth & Value With Price Momentum
44.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	21.2%	17.8%	7.0%	16.7%	17.2%	1.50	Value With Price Momentum
45.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	22.2%	24.0%	7.0%	19.4%	19.3%	1.50	Value With Price Momentum
46.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	15.6%	2.9%	3.5%	9.4%	13.8%	1.54	Growth
47.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	18.9%	24.0%	-3.4%	-0.5%	1.6%	1.59	Value
48.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	21.9%	15.8%	14.8%	15.5%	19.5%	1.63	Growth & Value
49.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	20.1%	1.7%	6.1%	8.5%	11.3%	1.65	Value
50.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	28.5%	34.8%	14.3%	13.6%	10.7%	1.69	Growth & Value
51.	Fundamental Rule of Thumb An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.	15.4%	-5.8%	0.2%	10.5%	13.5%	1.70	Value
52.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	4.6%	5.6%	18.3%	25.6%	22.1%	1.74	Value
53.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	-2.0%	7.7%	2.0%	16.2%	17.6%	1.75	Value
54.	Est Rev: Up 5% Introduction to the use of earnings estimates.	7.7%	23.7%	20.9%	27.9%	28.4%	1.75	Earnings Estimates
55.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	23.3%	17.8%	18.3%	10.0%	11.3%	1.77	Growth & Value
56.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	29.0%	12.2%	19.0%	17.6%	18.7%	1.77	Value
57.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	6.6%	2.1%	-9.7%	9.4%	19.2%	1.79	Growth & Value
58.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	9.1%	-7.7%	-5.8%	-0.7%	-0.9%	1.81	Specialty
59.	NASDAQ 100	12.1%	17.2%	8.0%	9.5%	7.4%	1.82	Indexes
60.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	11.7%	12.2%	0.0%	5.4%	15.0%	1.84	Growth With Price Momentum
61.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	16.4%	23.1%	22.0%	27.2%	26.1%	1.84	Earnings Estimates
62.	Schloss This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.	9.3%	4.4%	0.8%	8.4%	11.6%	1.85	Value
63.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.6%	1.89	Growth With Price Momentum
64.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	15.9%	13.9%	1.0%	13.6%	13.9%	1.92	Growth & Value With Price Momentum
65.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.8%	5.9%	6.3%	16.7%	25.6%	1.93	Value With Price Momentum
66.	Est Rev: Down 5% Introduction to the use of earnings estimates.	12.4%	2.0%	0.8%	3.8%	0.4%	1.96	Earnings Estimates
67.	Piotroski: High F-Score A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.	83.7%	47.2%	39.7%	33.7%	30.5%	2.06	Value
68.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.2%	1.4%	7.0%	17.8%	16.7%	2.16	Growth With Price Momentum
69.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-5.2%	2.5%	10.0%	15.8%	2.17	Growth & Value
70.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	-0.1%	-21.9%	-12.3%	-1.5%	2.2%	2.17	Growth & Value
71.	Foolish Small Cap 8 The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.	0.0%	7.3%	0.0%	5.5%	11.0%	2.20	Growth With Price Momentum
72.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	6.9%	-0.7%	-7.0%	14.0%	11.4%	2.21	Growth & Value
73.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	23.2%	19.7%	21.2%	18.6%	13.4%	2.26	Growth With Price Momentum
74.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	11.7%	1.0%	1.9%	3.4%	0.2%	2.34	Earnings Estimates
75.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-5.8%	11.6%	2.73	Growth & Value With Price Momentum
76.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	24.8%	17.6%	5.3%	5.6%	-2.6%	2.78	Growth & Value
77.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-2.5%	16.2%	16.7%	21.0%	21.0%	2.93	Growth & Value With Price Momentum

Alphabetical

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

1.	ADR Screen An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.	1.2%	-1.2%	-9.1%	6.8%	6.4%	1.46	Growth & Value With Price Momentum
2.	All Exchange-Listed Stocks	15.5%	10.9%	6.5%	10.6%	10.1%	1.38	Indexes
3.	Buffett: Hagstrom Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.	16.7%	21.0%	10.2%	14.8%	14.8%	1.11	Growth & Value
4.	Buffettology: EPS Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	16.5%	17.5%	9.4%	11.8%	10.7%	1.22	Growth & Value
5.	Buffettology: Sustainable Growth Buffett approach seeking consumer monopolies selling at a reasonable price.	17.0%	12.8%	10.2%	12.6%	11.4%	1.28	Growth & Value
6.	Cash Rich Firms Locating firms with a high proportion of cash to share price.	10.6%	-2.5%	-1.6%	6.6%	10.1%	1.37	Value
7.	Dividend (High Relative Yield) Using the dividend-yield approach to invest during volatile markets.	13.5%	14.8%	7.2%	7.4%	8.5%	0.95	Growth & Value
8.	Dividend Screen: DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.7%	12.5%	6.3%	6.2%	8.2%	1.10	Growth & Value
9.	Dividend Screen: Non-DRPs A screen for stocks with DRPs (dividend reinvestment plans).	8.4%	17.7%	7.9%	9.8%	12.8%	0.91	Growth & Value
10.	Dogs of the Dow Identifying contrarian plays among the Dow Jones Industrial stocks.	18.5%	20.4%	2.6%	2.5%	2.5%	1.23	Value
11.	Dogs of the Dow: Low Priced 5 Identifying contrarian plays among the Dow Jones Industrial stocks.	18.9%	24.0%	-3.4%	-0.5%	1.6%	1.59	Value
12.	Dow Jones 30	15.3%	14.2%	3.6%	5.5%	4.3%	0.97	Indexes
13.	Dreman Avoiding the psychological traps of the market by following the principles of contrarian investing.	15.7%	12.6%	4.4%	9.1%	10.8%	1.25	Growth & Value
14.	Dreman With Est Revisions Utilizing contrarian stocks with upward earnings revisions.	10.0%	23.5%	13.6%	18.0%	15.8%	1.36	Earnings Estimates
15.	Driehaus Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.	23.2%	19.7%	21.2%	18.6%	13.4%	2.26	Growth With Price Momentum
16.	Dual Cash Flow An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.	15.6%	2.9%	3.5%	9.4%	13.8%	1.54	Growth
17.	Est Rev: Down 5% Introduction to the use of earnings estimates.	12.4%	2.0%	0.8%	3.8%	0.4%	1.96	Earnings Estimates
18.	Est Rev: Lowest 30 Down Introduction to the use of earnings estimates.	11.7%	1.0%	1.9%	3.4%	0.2%	2.34	Earnings Estimates
19.	Est Rev: Top 30 Up Introduction to the use of earnings estimates.	16.4%	23.1%	22.0%	27.2%	26.1%	1.84	Earnings Estimates
20.	Est Rev: Up 5% Introduction to the use of earnings estimates.	7.7%	23.7%	20.9%	27.9%	28.4%	1.75	Earnings Estimates
21.	Fisher (Philip) A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.	-0.1%	-21.9%	-12.3%	-1.5%	2.2%	2.17	Growth & Value
22.	Foolish Small Cap 8 The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.	0.0%	7.3%	0.0%	5.5%	11.0%	2.20	Growth With Price Momentum
23.	Foolish Small Cap 8 Revised An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.	0.4%	-5.2%	2.5%	10.0%	15.8%	2.17	Growth & Value
24.	Fundamental Rule of Thumb An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.	15.4%	-5.8%	0.2%	10.5%	13.5%	1.70	Value
25.	Graham--Defensive Investor (Non-Utility) Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	6.9%	18.1%	12.6%	18.2%	17.2%	1.37	Value
26.	Graham--Defensive Investor (Utility) Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.	10.7%	10.8%	2.2%	8.0%	8.1%	0.90	Value
27.	Graham--Enterprising Investor Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	-2.0%	7.7%	2.0%	16.2%	17.6%	1.75	Value
28.	Graham--Enterprising Investor Revised Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.	4.6%	5.6%	18.3%	25.6%	22.1%	1.74	Value
29.	IBD Stable 70 The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.	9.2%	16.9%	11.0%	10.5%	10.6%	1.18	Growth
30.	Insider Net Purchases Who insiders are, what requirements they must obey, and what insider data is important.	9.1%	-7.7%	-5.8%	-0.7%	-0.9%	1.81	Specialty
31.	Inve$tWare Quality Growth The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.	10.4%	12.2%	5.8%	8.4%	6.3%	1.25	Growth
32.	Kirkpatrick Bargain Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	7.8%	15.5%	6.8%	17.5%	8.8%	1.37	Growth & Value
33.	Kirkpatrick Growth Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	10.2%	1.4%	7.0%	17.8%	16.7%	2.16	Growth With Price Momentum
34.	Kirkpatrick Value Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.	6.9%	-0.7%	-7.0%	14.0%	11.4%	2.21	Growth & Value
35.	Lakonishok Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.	7.3%	14.7%	13.7%	16.4%	14.0%	1.20	Value With Price Momentum
36.	Lynch A strictly bottom-up approach, focusing on companies familiar to the investor…	5.0%	-3.9%	0.9%	12.0%	11.9%	1.21	Growth & Value
37.	Magic Formula Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.	20.1%	1.7%	6.1%	8.5%	11.3%	1.65	Value
38.	MAGNET Complex These two blend Value, Growth and momentum investing styles into a single stock selection model.	0.0%	-7.2%	-21.7%	-5.8%	11.6%	2.73	Growth & Value With Price Momentum
39.	MAGNET Simple These two blend Value, Growth and momentum investing styles into a single stock selection model.	-2.5%	16.2%	16.7%	21.0%	21.0%	2.93	Growth & Value With Price Momentum
40.	Muhlenkamp Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…	-21.5%	-24.7%	-13.7%	-2.5%	3.4%	1.36	Growth & Value With Price Momentum
41.	Murphy Technology An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.	24.8%	17.6%	5.3%	5.6%	-2.6%	2.78	Growth & Value
42.	NASDAQ 100	12.1%	17.2%	8.0%	9.5%	7.4%	1.82	Indexes
43.	Neff An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.	21.9%	15.8%	14.8%	15.5%	19.5%	1.63	Growth & Value
44.	O'Neil's CAN SLIM An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.	6.0%	11.9%	13.3%	18.3%	24.6%	1.89	Growth With Price Momentum
45.	O'Neil's CAN SLIM No Float How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	12.1%	15.4%	2.2%	9.2%	16.4%	1.39	Growth With Price Momentum
46.	O'Neil's CAN SLIM Revised 3rd Edition How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.	11.7%	12.2%	0.0%	5.4%	15.0%	1.84	Growth With Price Momentum
47.	O'Shaughnessy: All Cap Growth at a reasonable price screen created by James O'Shaughnessy.	10.0%	12.5%	4.2%	13.4%	11.7%	1.36	Value With Price Momentum
48.	O'Shaughnessy: Growth O'Shaughnessy tries to predict the future using historical long-term trends.	21.2%	17.8%	7.0%	16.7%	17.2%	1.50	Value With Price Momentum
49.	O'Shaughnessy: Growth Market Leaders O'Shaughnessy tries to predict the future using historical long-term trends.	13.5%	12.3%	-1.9%	5.2%	6.5%	1.20	Value With Price Momentum
50.	O'Shaughnessy: Small Cap Growth & Value O'Shaughnessy tries to predict the future using historical long-term trends.	22.2%	24.0%	7.0%	19.4%	19.3%	1.50	Value With Price Momentum
51.	O'Shaughnessy: Tiny Titans O'Shaughnessy tries to predict the future using historical long-term trends.	30.8%	5.9%	6.3%	16.7%	25.6%	1.93	Value With Price Momentum
52.	O'Shaughnessy: Value Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.	10.4%	12.6%	-1.6%	4.7%	5.4%	1.34	Value
53.	Oberweis Octagon Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.	15.9%	13.9%	1.0%	13.6%	13.9%	1.92	Growth & Value With Price Momentum
54.	P/E Relative A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.	17.5%	17.5%	13.9%	17.3%	17.0%	1.13	Earnings Estimates
55.	Piotroski: High F-Score A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.	83.7%	47.2%	39.7%	33.7%	30.5%	2.06	Value
56.	Price-to-Free-Cash-Flow An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.	29.0%	12.2%	19.0%	17.6%	18.7%	1.77	Value
57.	Price-to-Sales Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.	10.7%	14.3%	7.0%	12.4%	15.4%	1.32	Growth & Value
58.	Return on Equity A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.	10.2%	13.9%	9.1%	11.9%	12.6%	1.28	Growth
59.	Rule #1 Investing Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.	23.3%	17.8%	18.3%	10.0%	11.3%	1.77	Growth & Value
60.	S&P 500	14.3%	14.4%	3.1%	5.4%	3.4%	1.00	Indexes
61.	S&P 500 Growth (TR)	14.0%	17.7%	7.0%	7.4%	5.0%	1.10	Indexes
62.	S&P 500 Value (TR)	16.8%	16.1%	4.4%	8.0%	5.0%	1.00	Indexes
63.	S&P MidCap 400	16.1%	15.8%	6.1%	9.6%	8.6%	1.20	Indexes
64.	S&P MidCap 400 Growth (TR)	16.1%	17.4%	8.0%	11.5%	11.8%	1.31	Indexes
65.	S&P MidCap 400 Value (TR)	17.4%	17.1%	7.7%	10.9%	8.2%	1.11	Indexes
66.	S&P SmallCap 600	15.8%	16.0%	6.9%	9.9%	7.5%	1.27	Indexes
67.	S&P SmallCap 600 Growth (TR)	16.1%	18.8%	9.3%	11.9%	9.0%	1.31	Indexes
68.	S&P SmallCap 600 Value (TR)	16.6%	16.4%	7.7%	10.6%	8.2%	1.22	Indexes
69.	Schloss This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.	9.3%	4.4%	0.8%	8.4%	11.6%	1.85	Value
70.	Stock Market Winners A screen that tries to interpret and apply successful trading rules in the real market environment.	24.1%	42.9%	21.8%	20.7%	21.4%	1.47	Growth & Value With Price Momentum
71.	T. Rowe Price Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.	28.5%	34.8%	14.3%	13.6%	10.7%	1.69	Growth & Value
72.	Templeton Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.	18.6%	23.1%	13.8%	13.6%	10.9%	1.24	Growth & Value
73.	Value on the Move--PEG With Est Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	17.7%	14.7%	6.2%	18.3%	18.8%	1.31	Growth & Value With Price Momentum
74.	Value on the Move--PEG With Hist Growth Using PEG ratios and price strength to find Growth stocks trading a reasonable price.	13.6%	12.5%	5.2%	12.0%	13.7%	1.03	Growth & Value With Price Momentum
75.	Wanger (Revised) First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.	13.7%	14.5%	4.7%	12.0%	8.6%	1.43	Growth & Value
76.	Weiss Blue Chip Div Yield A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.	4.9%	19.9%	9.3%	11.7%	10.7%	1.22	Value
77.	Zweig A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…	6.6%	2.1%	-9.7%	9.4%	19.2%	1.79	Growth & Value

Benchmark: S&P 500

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