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Stock Screens

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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 8/29/2014
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.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 33.2% 33.8% 15.3% 14.4% 1.81 Growth & Value
    2.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    37.0% 15.7% 12.6% 9.7% 9.7% 1.48 Growth & Value With Price Momentum
    3.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    32.7% 19.2% 8.5% 19.0% 25.0% 1.91 Growth With Price Momentum
    4.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    30.7% 5.9% 14.5% 25.8% 22.1% 1.74 Value
    5.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    29.1% 30.5% 16.6% 10.9% -0.3% 2.76 Growth & Value
    6.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    26.7% 23.1% 17.3% 9.7% 17.8% 1.86 Growth With Price Momentum
    7.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    21.2% 28.2% 19.0% 12.8% 26.1% 1.93 Value With Price Momentum
    8.
    Locating firms with a high proportion of cash to share price.
    18.2% 19.7% 10.1% 7.3% 11.8% 1.37 Value
    9.
    NASDAQ 100
    13.7% 22.1% 20.2% 11.5% 8.9% 1.81 Indexes
    10.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    13.4% 9.8% -1.6% 2.0% 4.9% 2.20 Growth & Value
    11.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.4% 31.7% 28.1% 19.5% 21.1% 1.77 Value
    12.
    S&P MidCap 400 Value (TR)
    10.8% 22.6% 18.9% 11.1% 9.1% 1.11 Indexes
    13.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    10.7% 8.6% 8.5% 7.8% 8.1% 0.92 Value
    14.
    S&P 500 Growth (TR)
    10.6% 20.3% 17.9% 8.9% 6.3% 1.10 Indexes
    15.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    10.0% 17.0% 15.4% 8.8% 7.5% 1.26 Growth
    16.
    All Exchange-Listed Stocks
    9.3% 18.4% 16.1% 9.3% 11.0% 1.38 Indexes
    17.
    S&P 500 Value (TR)
    9.3% 21.0% 15.9% 8.1% 6.1% 1.00 Indexes
    18.
    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.
    8.7% 54.1% 40.4% 27.4% 30.6% 2.06 Value
    19.
    S&P 500
    8.4% 18.0% 14.4% 6.1% 4.4% 1.00 Indexes
    20.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.3% 23.0% 22.1% 16.3% 20.0% 1.33 Growth & Value With Price Momentum
    21.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.8% 16.4% 14.3% 6.4% 9.1% 1.10 Growth & Value
    22.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.5% 6.1% 12.8% 16.4% 17.4% 1.74 Value
    23.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.4% 19.5% 15.0% 8.4% 11.1% 1.25 Growth & Value
    24.
    S&P MidCap 400
    7.1% 18.0% 17.1% 9.6% 9.2% 1.20 Indexes
    25.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    7.0% 18.1% 16.9% 3.0% 3.2% 1.22 Value
    26.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.0% 17.6% 18.9% 10.8% 11.2% 1.21 Value
    27.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    6.8% 15.8% 13.6% 9.8% 14.9% 1.53 Growth
    28.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.6% 17.6% 15.2% 8.5% 13.1% 0.91 Growth & Value
    29.
    Utilizing contrarian stocks with upward earnings revisions.
    6.5% 26.4% 22.1% 17.0% 16.4% 1.36 Earnings Estimates
    30.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    6.5% 6.2% 9.3% 9.7% 12.5% 1.24 Growth & Value
    31.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    6.2% 15.7% 6.6% 6.3% 19.3% 1.85 Growth & Value
    32.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    5.6% 15.4% 16.7% 15.3% 14.4% 1.20 Value With Price Momentum
    33.
    S&P MidCap 400 Growth (TR)
    5.6% 20.7% 19.0% 11.7% 12.2% 1.31 Indexes
    34.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 20.2% 16.7% 7.6% 9.6% 0.97 Growth & Value
    35.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    5.4% 12.9% 13.6% 10.8% 11.6% 1.37 Value With Price Momentum
    36.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.3% 21.0% 20.0% 13.0% 17.1% 1.51 Value With Price Momentum
    37.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.8% 16.9% 11.6% 4.0% 6.3% 1.34 Value
    38.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.7% 23.5% 18.3% 11.8% 10.9% 1.26 Growth & Value
    39.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.5% 18.2% 18.1% 15.9% 16.6% 1.13 Earnings Estimates
    40.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.5% 22.5% 17.9% 0.1% 2.5% 1.58 Value
    41.
    Introduction to the use of earnings estimates.
    4.4% 23.0% 23.9% 26.5% 25.8% 1.83 Earnings Estimates
    42.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.9% 11.2% 10.2% 1.67 Growth & Value
    43.
    S&P SmallCap 600 Value (TR)
    3.6% 20.5% 17.3% 9.7% 8.8% 1.22 Indexes
    44.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    3.3% 24.4% 18.8% 12.1% 10.0% 1.43 Growth & Value
    45.
    Dow Jones 30
    3.1% 13.7% 12.5% 5.3% 4.7% 0.97 Indexes
    46.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    3.0% 16.1% 19.3% 13.2% 14.8% 1.11 Growth & Value
    47.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.6% 18.8% 20.4% 12.0% 19.0% 1.63 Growth & Value
    48.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    2.4% 20.1% 20.8% 18.3% 17.6% 1.37 Value
    49.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 18.4% 19.2% 11.7% 11.1% 1.22 Growth & Value
    50.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 14.4% 16.5% 11.8% 11.6% 1.28 Growth & Value
    51.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.8% 4.9% 8.8% 15.5% 8.2% 1.37 Growth & Value
    52.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    1.3% 23.4% 19.5% 10.5% 14.1% 1.91 Growth & Value With Price Momentum
    53.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    1.1% 15.8% 17.4% 11.7% 15.7% 1.32 Growth & Value
    54.
    S&P SmallCap 600
    1.0% 19.2% 17.4% 9.3% 8.2% 1.27 Indexes
    55.
    Introduction to the use of earnings estimates.
    0.9% 22.7% 22.1% 26.0% 27.3% 1.76 Earnings Estimates
    56.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    0.3% -7.9% 4.4% 17.1% 15.9% 2.15 Growth With Price Momentum
    57.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.3% 14.8% 19.6% 11.6% 14.5% 1.06 Growth & Value With Price Momentum
    58.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    -0.3% 15.2% 32.3% 15.0% 20.2% 1.46 Growth & Value With Price Momentum
    59.
    S&P SmallCap 600 Growth (TR)
    -0.3% 19.7% 19.5% 11.2% 9.6% 1.31 Indexes
    60.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.8% 19.9% 16.0% 7.9% 7.6% 1.23 Value With Price Momentum
    61.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -0.9% 12.3% 14.7% 8.1% 16.1% 1.39 Growth With Price Momentum
    62.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% -9.3% 5.1% 6.0% 14.4% 2.14 Growth & Value
    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.
    -3.0% 6.7% 5.6% 5.9% 10.6% 1.64 Value
    64.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -3.6% 23.1% 19.2% 15.6% 18.8% 1.52 Value With Price Momentum
    65.
    Introduction to the use of earnings estimates.
    -3.7% 8.6% 5.4% 3.5% 0.9% 1.95 Earnings Estimates
    66.
    Introduction to the use of earnings estimates.
    -4.8% 8.2% 6.5% 2.3% 0.8% 2.32 Earnings Estimates
    67.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.8% 10.8% 15.2% 10.6% 12.5% 1.28 Growth
    68.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -6.0% 18.0% 17.6% 8.5% 10.8% 1.19 Growth
    69.
    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.
    -6.1% 4.1% 2.2% 9.4% 13.6% 1.71 Value
    70.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.1% -6.4% -3.4% 13.5% 10.8% 2.21 Growth & Value
    71.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.6% -3.6% -6.5% -3.9% 11.9% 2.71 Growth & Value With Price Momentum
    72.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.1% -19.5% 5.3% 13.2% 16.0% 2.98 Growth & Value With Price Momentum
    73.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.1% 1.7% -2.7% -4.1% -1.3% 1.87 Specialty
    74.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -17.5% 10.7% 19.0% 18.8% 12.2% 2.24 Growth With Price Momentum
    75.
    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.
    -23.0% 1.5% -3.6% 3.1% 9.4% 1.91 Value
    76.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.1% 11.0% 2.8% 9.5% 2.26 Growth With Price Momentum
    77.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -53.2% -28.7% -24.9% -11.4% -0.9% 1.54 Growth & Value With Price Momentum

    3-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    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.
    8.7% 54.1% 40.4% 27.4% 30.6% 2.06 Value
    2.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 33.2% 33.8% 15.3% 14.4% 1.81 Growth & Value
    3.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.4% 31.7% 28.1% 19.5% 21.1% 1.77 Value
    4.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    29.1% 30.5% 16.6% 10.9% -0.3% 2.76 Growth & Value
    5.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    21.2% 28.2% 19.0% 12.8% 26.1% 1.93 Value With Price Momentum
    6.
    Utilizing contrarian stocks with upward earnings revisions.
    6.5% 26.4% 22.1% 17.0% 16.4% 1.36 Earnings Estimates
    7.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    3.3% 24.4% 18.8% 12.1% 10.0% 1.43 Growth & Value
    8.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.7% 23.5% 18.3% 11.8% 10.9% 1.26 Growth & Value
    9.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    1.3% 23.4% 19.5% 10.5% 14.1% 1.91 Growth & Value With Price Momentum
    10.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    26.7% 23.1% 17.3% 9.7% 17.8% 1.86 Growth With Price Momentum
    11.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -3.6% 23.1% 19.2% 15.6% 18.8% 1.52 Value With Price Momentum
    12.
    Introduction to the use of earnings estimates.
    4.4% 23.0% 23.9% 26.5% 25.8% 1.83 Earnings Estimates
    13.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.3% 23.0% 22.1% 16.3% 20.0% 1.33 Growth & Value With Price Momentum
    14.
    Introduction to the use of earnings estimates.
    0.9% 22.7% 22.1% 26.0% 27.3% 1.76 Earnings Estimates
    15.
    S&P MidCap 400 Value (TR)
    10.8% 22.6% 18.9% 11.1% 9.1% 1.11 Indexes
    16.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.5% 22.5% 17.9% 0.1% 2.5% 1.58 Value
    17.
    NASDAQ 100
    13.7% 22.1% 20.2% 11.5% 8.9% 1.81 Indexes
    18.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.3% 21.0% 20.0% 13.0% 17.1% 1.51 Value With Price Momentum
    19.
    S&P 500 Value (TR)
    9.3% 21.0% 15.9% 8.1% 6.1% 1.00 Indexes
    20.
    S&P MidCap 400 Growth (TR)
    5.6% 20.7% 19.0% 11.7% 12.2% 1.31 Indexes
    21.
    S&P SmallCap 600 Value (TR)
    3.6% 20.5% 17.3% 9.7% 8.8% 1.22 Indexes
    22.
    S&P 500 Growth (TR)
    10.6% 20.3% 17.9% 8.9% 6.3% 1.10 Indexes
    23.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 20.2% 16.7% 7.6% 9.6% 0.97 Growth & Value
    24.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    2.4% 20.1% 20.8% 18.3% 17.6% 1.37 Value
    25.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.8% 19.9% 16.0% 7.9% 7.6% 1.23 Value With Price Momentum
    26.
    Locating firms with a high proportion of cash to share price.
    18.2% 19.7% 10.1% 7.3% 11.8% 1.37 Value
    27.
    S&P SmallCap 600 Growth (TR)
    -0.3% 19.7% 19.5% 11.2% 9.6% 1.31 Indexes
    28.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.4% 19.5% 15.0% 8.4% 11.1% 1.25 Growth & Value
    29.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    32.7% 19.2% 8.5% 19.0% 25.0% 1.91 Growth With Price Momentum
    30.
    S&P SmallCap 600
    1.0% 19.2% 17.4% 9.3% 8.2% 1.27 Indexes
    31.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.6% 18.8% 20.4% 12.0% 19.0% 1.63 Growth & Value
    32.
    All Exchange-Listed Stocks
    9.3% 18.4% 16.1% 9.3% 11.0% 1.38 Indexes
    33.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 18.4% 19.2% 11.7% 11.1% 1.22 Growth & Value
    34.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.5% 18.2% 18.1% 15.9% 16.6% 1.13 Earnings Estimates
    35.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    7.0% 18.1% 16.9% 3.0% 3.2% 1.22 Value
    36.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -6.0% 18.0% 17.6% 8.5% 10.8% 1.19 Growth
    37.
    S&P 500
    8.4% 18.0% 14.4% 6.1% 4.4% 1.00 Indexes
    38.
    S&P MidCap 400
    7.1% 18.0% 17.1% 9.6% 9.2% 1.20 Indexes
    39.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.6% 17.6% 15.2% 8.5% 13.1% 0.91 Growth & Value
    40.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.0% 17.6% 18.9% 10.8% 11.2% 1.21 Value
    41.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    10.0% 17.0% 15.4% 8.8% 7.5% 1.26 Growth
    42.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.8% 16.9% 11.6% 4.0% 6.3% 1.34 Value
    43.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.8% 16.4% 14.3% 6.4% 9.1% 1.10 Growth & Value
    44.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    3.0% 16.1% 19.3% 13.2% 14.8% 1.11 Growth & Value
    45.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    6.8% 15.8% 13.6% 9.8% 14.9% 1.53 Growth
    46.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    1.1% 15.8% 17.4% 11.7% 15.7% 1.32 Growth & Value
    47.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    6.2% 15.7% 6.6% 6.3% 19.3% 1.85 Growth & Value
    48.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    37.0% 15.7% 12.6% 9.7% 9.7% 1.48 Growth & Value With Price Momentum
    49.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    5.6% 15.4% 16.7% 15.3% 14.4% 1.20 Value With Price Momentum
    50.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    -0.3% 15.2% 32.3% 15.0% 20.2% 1.46 Growth & Value With Price Momentum
    51.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.3% 14.8% 19.6% 11.6% 14.5% 1.06 Growth & Value With Price Momentum
    52.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 14.4% 16.5% 11.8% 11.6% 1.28 Growth & Value
    53.
    Dow Jones 30
    3.1% 13.7% 12.5% 5.3% 4.7% 0.97 Indexes
    54.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    5.4% 12.9% 13.6% 10.8% 11.6% 1.37 Value With Price Momentum
    55.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -0.9% 12.3% 14.7% 8.1% 16.1% 1.39 Growth With Price Momentum
    56.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.8% 10.8% 15.2% 10.6% 12.5% 1.28 Growth
    57.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -17.5% 10.7% 19.0% 18.8% 12.2% 2.24 Growth With Price Momentum
    58.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    13.4% 9.8% -1.6% 2.0% 4.9% 2.20 Growth & Value
    59.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    10.7% 8.6% 8.5% 7.8% 8.1% 0.92 Value
    60.
    Introduction to the use of earnings estimates.
    -3.7% 8.6% 5.4% 3.5% 0.9% 1.95 Earnings Estimates
    61.
    Introduction to the use of earnings estimates.
    -4.8% 8.2% 6.5% 2.3% 0.8% 2.32 Earnings Estimates
    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.
    -3.0% 6.7% 5.6% 5.9% 10.6% 1.64 Value
    63.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    6.5% 6.2% 9.3% 9.7% 12.5% 1.24 Growth & Value
    64.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.5% 6.1% 12.8% 16.4% 17.4% 1.74 Value
    65.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    30.7% 5.9% 14.5% 25.8% 22.1% 1.74 Value
    66.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.8% 4.9% 8.8% 15.5% 8.2% 1.37 Growth & Value
    67.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.9% 11.2% 10.2% 1.67 Growth & Value
    68.
    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.
    -6.1% 4.1% 2.2% 9.4% 13.6% 1.71 Value
    69.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.1% 1.7% -2.7% -4.1% -1.3% 1.87 Specialty
    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.
    -23.0% 1.5% -3.6% 3.1% 9.4% 1.91 Value
    71.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.1% 11.0% 2.8% 9.5% 2.26 Growth With Price Momentum
    72.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.6% -3.6% -6.5% -3.9% 11.9% 2.71 Growth & Value With Price Momentum
    73.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.1% -6.4% -3.4% 13.5% 10.8% 2.21 Growth & Value
    74.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    0.3% -7.9% 4.4% 17.1% 15.9% 2.15 Growth With Price Momentum
    75.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% -9.3% 5.1% 6.0% 14.4% 2.14 Growth & Value
    76.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.1% -19.5% 5.3% 13.2% 16.0% 2.98 Growth & Value With Price Momentum
    77.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -53.2% -28.7% -24.9% -11.4% -0.9% 1.54 Growth & Value With Price Momentum

    5-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    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.
    8.7% 54.1% 40.4% 27.4% 30.6% 2.06 Value
    2.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 33.2% 33.8% 15.3% 14.4% 1.81 Growth & Value
    3.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    -0.3% 15.2% 32.3% 15.0% 20.2% 1.46 Growth & Value With Price Momentum
    4.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.4% 31.7% 28.1% 19.5% 21.1% 1.77 Value
    5.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.9% 11.2% 10.2% 1.67 Growth & Value
    6.
    Introduction to the use of earnings estimates.
    4.4% 23.0% 23.9% 26.5% 25.8% 1.83 Earnings Estimates
    7.
    Introduction to the use of earnings estimates.
    0.9% 22.7% 22.1% 26.0% 27.3% 1.76 Earnings Estimates
    8.
    Utilizing contrarian stocks with upward earnings revisions.
    6.5% 26.4% 22.1% 17.0% 16.4% 1.36 Earnings Estimates
    9.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.3% 23.0% 22.1% 16.3% 20.0% 1.33 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.
    2.4% 20.1% 20.8% 18.3% 17.6% 1.37 Value
    11.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.6% 18.8% 20.4% 12.0% 19.0% 1.63 Growth & Value
    12.
    NASDAQ 100
    13.7% 22.1% 20.2% 11.5% 8.9% 1.81 Indexes
    13.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.3% 21.0% 20.0% 13.0% 17.1% 1.51 Value With Price Momentum
    14.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.3% 14.8% 19.6% 11.6% 14.5% 1.06 Growth & Value With Price Momentum
    15.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    1.3% 23.4% 19.5% 10.5% 14.1% 1.91 Growth & Value With Price Momentum
    16.
    S&P SmallCap 600 Growth (TR)
    -0.3% 19.7% 19.5% 11.2% 9.6% 1.31 Indexes
    17.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    3.0% 16.1% 19.3% 13.2% 14.8% 1.11 Growth & Value
    18.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 18.4% 19.2% 11.7% 11.1% 1.22 Growth & Value
    19.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -3.6% 23.1% 19.2% 15.6% 18.8% 1.52 Value With Price Momentum
    20.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    21.2% 28.2% 19.0% 12.8% 26.1% 1.93 Value With Price Momentum
    21.
    S&P MidCap 400 Growth (TR)
    5.6% 20.7% 19.0% 11.7% 12.2% 1.31 Indexes
    22.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -17.5% 10.7% 19.0% 18.8% 12.2% 2.24 Growth With Price Momentum
    23.
    S&P MidCap 400 Value (TR)
    10.8% 22.6% 18.9% 11.1% 9.1% 1.11 Indexes
    24.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.0% 17.6% 18.9% 10.8% 11.2% 1.21 Value
    25.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    3.3% 24.4% 18.8% 12.1% 10.0% 1.43 Growth & Value
    26.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.7% 23.5% 18.3% 11.8% 10.9% 1.26 Growth & Value
    27.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.5% 18.2% 18.1% 15.9% 16.6% 1.13 Earnings Estimates
    28.
    S&P 500 Growth (TR)
    10.6% 20.3% 17.9% 8.9% 6.3% 1.10 Indexes
    29.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.5% 22.5% 17.9% 0.1% 2.5% 1.58 Value
    30.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -6.0% 18.0% 17.6% 8.5% 10.8% 1.19 Growth
    31.
    S&P SmallCap 600
    1.0% 19.2% 17.4% 9.3% 8.2% 1.27 Indexes
    32.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    1.1% 15.8% 17.4% 11.7% 15.7% 1.32 Growth & Value
    33.
    S&P SmallCap 600 Value (TR)
    3.6% 20.5% 17.3% 9.7% 8.8% 1.22 Indexes
    34.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    26.7% 23.1% 17.3% 9.7% 17.8% 1.86 Growth With Price Momentum
    35.
    S&P MidCap 400
    7.1% 18.0% 17.1% 9.6% 9.2% 1.20 Indexes
    36.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    7.0% 18.1% 16.9% 3.0% 3.2% 1.22 Value
    37.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 20.2% 16.7% 7.6% 9.6% 0.97 Growth & Value
    38.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    5.6% 15.4% 16.7% 15.3% 14.4% 1.20 Value With Price Momentum
    39.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    29.1% 30.5% 16.6% 10.9% -0.3% 2.76 Growth & Value
    40.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 14.4% 16.5% 11.8% 11.6% 1.28 Growth & Value
    41.
    All Exchange-Listed Stocks
    9.3% 18.4% 16.1% 9.3% 11.0% 1.38 Indexes
    42.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.8% 19.9% 16.0% 7.9% 7.6% 1.23 Value With Price Momentum
    43.
    S&P 500 Value (TR)
    9.3% 21.0% 15.9% 8.1% 6.1% 1.00 Indexes
    44.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    10.0% 17.0% 15.4% 8.8% 7.5% 1.26 Growth
    45.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.6% 17.6% 15.2% 8.5% 13.1% 0.91 Growth & Value
    46.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.8% 10.8% 15.2% 10.6% 12.5% 1.28 Growth
    47.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.4% 19.5% 15.0% 8.4% 11.1% 1.25 Growth & Value
    48.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -0.9% 12.3% 14.7% 8.1% 16.1% 1.39 Growth With Price Momentum
    49.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    30.7% 5.9% 14.5% 25.8% 22.1% 1.74 Value
    50.
    S&P 500
    8.4% 18.0% 14.4% 6.1% 4.4% 1.00 Indexes
    51.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.8% 16.4% 14.3% 6.4% 9.1% 1.10 Growth & Value
    52.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    6.8% 15.8% 13.6% 9.8% 14.9% 1.53 Growth
    53.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    5.4% 12.9% 13.6% 10.8% 11.6% 1.37 Value With Price Momentum
    54.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.5% 6.1% 12.8% 16.4% 17.4% 1.74 Value
    55.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    37.0% 15.7% 12.6% 9.7% 9.7% 1.48 Growth & Value With Price Momentum
    56.
    Dow Jones 30
    3.1% 13.7% 12.5% 5.3% 4.7% 0.97 Indexes
    57.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.8% 16.9% 11.6% 4.0% 6.3% 1.34 Value
    58.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.1% 11.0% 2.8% 9.5% 2.26 Growth With Price Momentum
    59.
    Locating firms with a high proportion of cash to share price.
    18.2% 19.7% 10.1% 7.3% 11.8% 1.37 Value
    60.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    6.5% 6.2% 9.3% 9.7% 12.5% 1.24 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.
    1.8% 4.9% 8.8% 15.5% 8.2% 1.37 Growth & Value
    62.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    10.7% 8.6% 8.5% 7.8% 8.1% 0.92 Value
    63.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    32.7% 19.2% 8.5% 19.0% 25.0% 1.91 Growth With Price Momentum
    64.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    6.2% 15.7% 6.6% 6.3% 19.3% 1.85 Growth & Value
    65.
    Introduction to the use of earnings estimates.
    -4.8% 8.2% 6.5% 2.3% 0.8% 2.32 Earnings Estimates
    66.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.0% 6.7% 5.6% 5.9% 10.6% 1.64 Value
    67.
    Introduction to the use of earnings estimates.
    -3.7% 8.6% 5.4% 3.5% 0.9% 1.95 Earnings Estimates
    68.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.1% -19.5% 5.3% 13.2% 16.0% 2.98 Growth & Value With Price Momentum
    69.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% -9.3% 5.1% 6.0% 14.4% 2.14 Growth & Value
    70.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    0.3% -7.9% 4.4% 17.1% 15.9% 2.15 Growth With Price Momentum
    71.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -6.1% 4.1% 2.2% 9.4% 13.6% 1.71 Value
    72.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    13.4% 9.8% -1.6% 2.0% 4.9% 2.20 Growth & Value
    73.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.1% 1.7% -2.7% -4.1% -1.3% 1.87 Specialty
    74.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.1% -6.4% -3.4% 13.5% 10.8% 2.21 Growth & Value
    75.
    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.
    -23.0% 1.5% -3.6% 3.1% 9.4% 1.91 Value
    76.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.6% -3.6% -6.5% -3.9% 11.9% 2.71 Growth & Value With Price Momentum
    77.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -53.2% -28.7% -24.9% -11.4% -0.9% 1.54 Growth & Value With Price Momentum

    10-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    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.
    8.7% 54.1% 40.4% 27.4% 30.6% 2.06 Value
    2.
    Introduction to the use of earnings estimates.
    4.4% 23.0% 23.9% 26.5% 25.8% 1.83 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    0.9% 22.7% 22.1% 26.0% 27.3% 1.76 Earnings Estimates
    4.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    30.7% 5.9% 14.5% 25.8% 22.1% 1.74 Value
    5.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.4% 31.7% 28.1% 19.5% 21.1% 1.77 Value
    6.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    32.7% 19.2% 8.5% 19.0% 25.0% 1.91 Growth With Price Momentum
    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.
    -17.5% 10.7% 19.0% 18.8% 12.2% 2.24 Growth With Price Momentum
    8.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    2.4% 20.1% 20.8% 18.3% 17.6% 1.37 Value
    9.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    0.3% -7.9% 4.4% 17.1% 15.9% 2.15 Growth With Price Momentum
    10.
    Utilizing contrarian stocks with upward earnings revisions.
    6.5% 26.4% 22.1% 17.0% 16.4% 1.36 Earnings Estimates
    11.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.5% 6.1% 12.8% 16.4% 17.4% 1.74 Value
    12.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.3% 23.0% 22.1% 16.3% 20.0% 1.33 Growth & Value With Price Momentum
    13.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.5% 18.2% 18.1% 15.9% 16.6% 1.13 Earnings Estimates
    14.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -3.6% 23.1% 19.2% 15.6% 18.8% 1.52 Value With Price Momentum
    15.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.8% 4.9% 8.8% 15.5% 8.2% 1.37 Growth & Value
    16.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 33.2% 33.8% 15.3% 14.4% 1.81 Growth & Value
    17.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    5.6% 15.4% 16.7% 15.3% 14.4% 1.20 Value With Price Momentum
    18.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    -0.3% 15.2% 32.3% 15.0% 20.2% 1.46 Growth & Value With Price Momentum
    19.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.1% -6.4% -3.4% 13.5% 10.8% 2.21 Growth & Value
    20.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.1% -19.5% 5.3% 13.2% 16.0% 2.98 Growth & Value With Price Momentum
    21.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    3.0% 16.1% 19.3% 13.2% 14.8% 1.11 Growth & Value
    22.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.3% 21.0% 20.0% 13.0% 17.1% 1.51 Value With Price Momentum
    23.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    21.2% 28.2% 19.0% 12.8% 26.1% 1.93 Value With Price Momentum
    24.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    3.3% 24.4% 18.8% 12.1% 10.0% 1.43 Growth & Value
    25.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.6% 18.8% 20.4% 12.0% 19.0% 1.63 Growth & Value
    26.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 14.4% 16.5% 11.8% 11.6% 1.28 Growth & Value
    27.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.7% 23.5% 18.3% 11.8% 10.9% 1.26 Growth & Value
    28.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 18.4% 19.2% 11.7% 11.1% 1.22 Growth & Value
    29.
    S&P MidCap 400 Growth (TR)
    5.6% 20.7% 19.0% 11.7% 12.2% 1.31 Indexes
    30.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    1.1% 15.8% 17.4% 11.7% 15.7% 1.32 Growth & Value
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.3% 14.8% 19.6% 11.6% 14.5% 1.06 Growth & Value With Price Momentum
    32.
    NASDAQ 100
    13.7% 22.1% 20.2% 11.5% 8.9% 1.81 Indexes
    33.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.9% 11.2% 10.2% 1.67 Growth & Value
    34.
    S&P SmallCap 600 Growth (TR)
    -0.3% 19.7% 19.5% 11.2% 9.6% 1.31 Indexes
    35.
    S&P MidCap 400 Value (TR)
    10.8% 22.6% 18.9% 11.1% 9.1% 1.11 Indexes
    36.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    29.1% 30.5% 16.6% 10.9% -0.3% 2.76 Growth & Value
    37.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    5.4% 12.9% 13.6% 10.8% 11.6% 1.37 Value With Price Momentum
    38.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.0% 17.6% 18.9% 10.8% 11.2% 1.21 Value
    39.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.8% 10.8% 15.2% 10.6% 12.5% 1.28 Growth
    40.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    1.3% 23.4% 19.5% 10.5% 14.1% 1.91 Growth & Value With Price Momentum
    41.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    6.8% 15.8% 13.6% 9.8% 14.9% 1.53 Growth
    42.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    37.0% 15.7% 12.6% 9.7% 9.7% 1.48 Growth & Value With Price Momentum
    43.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    6.5% 6.2% 9.3% 9.7% 12.5% 1.24 Growth & Value
    44.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    26.7% 23.1% 17.3% 9.7% 17.8% 1.86 Growth With Price Momentum
    45.
    S&P SmallCap 600 Value (TR)
    3.6% 20.5% 17.3% 9.7% 8.8% 1.22 Indexes
    46.
    S&P MidCap 400
    7.1% 18.0% 17.1% 9.6% 9.2% 1.20 Indexes
    47.
    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.
    -6.1% 4.1% 2.2% 9.4% 13.6% 1.71 Value
    48.
    All Exchange-Listed Stocks
    9.3% 18.4% 16.1% 9.3% 11.0% 1.38 Indexes
    49.
    S&P SmallCap 600
    1.0% 19.2% 17.4% 9.3% 8.2% 1.27 Indexes
    50.
    S&P 500 Growth (TR)
    10.6% 20.3% 17.9% 8.9% 6.3% 1.10 Indexes
    51.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    10.0% 17.0% 15.4% 8.8% 7.5% 1.26 Growth
    52.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -6.0% 18.0% 17.6% 8.5% 10.8% 1.19 Growth
    53.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.6% 17.6% 15.2% 8.5% 13.1% 0.91 Growth & Value
    54.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.4% 19.5% 15.0% 8.4% 11.1% 1.25 Growth & Value
    55.
    S&P 500 Value (TR)
    9.3% 21.0% 15.9% 8.1% 6.1% 1.00 Indexes
    56.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -0.9% 12.3% 14.7% 8.1% 16.1% 1.39 Growth With Price Momentum
    57.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.8% 19.9% 16.0% 7.9% 7.6% 1.23 Value With Price Momentum
    58.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    10.7% 8.6% 8.5% 7.8% 8.1% 0.92 Value
    59.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 20.2% 16.7% 7.6% 9.6% 0.97 Growth & Value
    60.
    Locating firms with a high proportion of cash to share price.
    18.2% 19.7% 10.1% 7.3% 11.8% 1.37 Value
    61.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.8% 16.4% 14.3% 6.4% 9.1% 1.10 Growth & Value
    62.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    6.2% 15.7% 6.6% 6.3% 19.3% 1.85 Growth & Value
    63.
    S&P 500
    8.4% 18.0% 14.4% 6.1% 4.4% 1.00 Indexes
    64.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% -9.3% 5.1% 6.0% 14.4% 2.14 Growth & Value
    65.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.0% 6.7% 5.6% 5.9% 10.6% 1.64 Value
    66.
    Dow Jones 30
    3.1% 13.7% 12.5% 5.3% 4.7% 0.97 Indexes
    67.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.8% 16.9% 11.6% 4.0% 6.3% 1.34 Value
    68.
    Introduction to the use of earnings estimates.
    -3.7% 8.6% 5.4% 3.5% 0.9% 1.95 Earnings Estimates
    69.
    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.
    -23.0% 1.5% -3.6% 3.1% 9.4% 1.91 Value
    70.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    7.0% 18.1% 16.9% 3.0% 3.2% 1.22 Value
    71.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.1% 11.0% 2.8% 9.5% 2.26 Growth With Price Momentum
    72.
    Introduction to the use of earnings estimates.
    -4.8% 8.2% 6.5% 2.3% 0.8% 2.32 Earnings Estimates
    73.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    13.4% 9.8% -1.6% 2.0% 4.9% 2.20 Growth & Value
    74.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.5% 22.5% 17.9% 0.1% 2.5% 1.58 Value
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.6% -3.6% -6.5% -3.9% 11.9% 2.71 Growth & Value With Price Momentum
    76.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.1% 1.7% -2.7% -4.1% -1.3% 1.87 Specialty
    77.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -53.2% -28.7% -24.9% -11.4% -0.9% 1.54 Growth & Value With Price Momentum

    Inception


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    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.
    8.7% 54.1% 40.4% 27.4% 30.6% 2.06 Value
    2.
    Introduction to the use of earnings estimates.
    0.9% 22.7% 22.1% 26.0% 27.3% 1.76 Earnings Estimates
    3.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    21.2% 28.2% 19.0% 12.8% 26.1% 1.93 Value With Price Momentum
    4.
    Introduction to the use of earnings estimates.
    4.4% 23.0% 23.9% 26.5% 25.8% 1.83 Earnings Estimates
    5.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    32.7% 19.2% 8.5% 19.0% 25.0% 1.91 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.
    30.7% 5.9% 14.5% 25.8% 22.1% 1.74 Value
    7.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.4% 31.7% 28.1% 19.5% 21.1% 1.77 Value
    8.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    -0.3% 15.2% 32.3% 15.0% 20.2% 1.46 Growth & Value With Price Momentum
    9.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.3% 23.0% 22.1% 16.3% 20.0% 1.33 Growth & Value With Price Momentum
    10.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    6.2% 15.7% 6.6% 6.3% 19.3% 1.85 Growth & Value
    11.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.6% 18.8% 20.4% 12.0% 19.0% 1.63 Growth & Value
    12.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -3.6% 23.1% 19.2% 15.6% 18.8% 1.52 Value With Price Momentum
    13.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    26.7% 23.1% 17.3% 9.7% 17.8% 1.86 Growth With Price Momentum
    14.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    2.4% 20.1% 20.8% 18.3% 17.6% 1.37 Value
    15.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.5% 6.1% 12.8% 16.4% 17.4% 1.74 Value
    16.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.3% 21.0% 20.0% 13.0% 17.1% 1.51 Value With Price Momentum
    17.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.5% 18.2% 18.1% 15.9% 16.6% 1.13 Earnings Estimates
    18.
    Utilizing contrarian stocks with upward earnings revisions.
    6.5% 26.4% 22.1% 17.0% 16.4% 1.36 Earnings Estimates
    19.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -0.9% 12.3% 14.7% 8.1% 16.1% 1.39 Growth With Price Momentum
    20.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.1% -19.5% 5.3% 13.2% 16.0% 2.98 Growth & Value With Price Momentum
    21.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    0.3% -7.9% 4.4% 17.1% 15.9% 2.15 Growth With Price Momentum
    22.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    1.1% 15.8% 17.4% 11.7% 15.7% 1.32 Growth & Value
    23.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    6.8% 15.8% 13.6% 9.8% 14.9% 1.53 Growth
    24.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    3.0% 16.1% 19.3% 13.2% 14.8% 1.11 Growth & Value
    25.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.3% 14.8% 19.6% 11.6% 14.5% 1.06 Growth & Value With Price Momentum
    26.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    5.6% 15.4% 16.7% 15.3% 14.4% 1.20 Value 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.
    -2.1% -9.3% 5.1% 6.0% 14.4% 2.14 Growth & Value
    28.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 33.2% 33.8% 15.3% 14.4% 1.81 Growth & Value
    29.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    1.3% 23.4% 19.5% 10.5% 14.1% 1.91 Growth & Value With Price Momentum
    30.
    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.
    -6.1% 4.1% 2.2% 9.4% 13.6% 1.71 Value
    31.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.6% 17.6% 15.2% 8.5% 13.1% 0.91 Growth & Value
    32.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    6.5% 6.2% 9.3% 9.7% 12.5% 1.24 Growth & Value
    33.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.8% 10.8% 15.2% 10.6% 12.5% 1.28 Growth
    34.
    S&P MidCap 400 Growth (TR)
    5.6% 20.7% 19.0% 11.7% 12.2% 1.31 Indexes
    35.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -17.5% 10.7% 19.0% 18.8% 12.2% 2.24 Growth With Price Momentum
    36.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.6% -3.6% -6.5% -3.9% 11.9% 2.71 Growth & Value With Price Momentum
    37.
    Locating firms with a high proportion of cash to share price.
    18.2% 19.7% 10.1% 7.3% 11.8% 1.37 Value
    38.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 14.4% 16.5% 11.8% 11.6% 1.28 Growth & Value
    39.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    5.4% 12.9% 13.6% 10.8% 11.6% 1.37 Value With Price Momentum
    40.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.0% 17.6% 18.9% 10.8% 11.2% 1.21 Value
    41.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.4% 19.5% 15.0% 8.4% 11.1% 1.25 Growth & Value
    42.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 18.4% 19.2% 11.7% 11.1% 1.22 Growth & Value
    43.
    All Exchange-Listed Stocks
    9.3% 18.4% 16.1% 9.3% 11.0% 1.38 Indexes
    44.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.7% 23.5% 18.3% 11.8% 10.9% 1.26 Growth & Value
    45.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.1% -6.4% -3.4% 13.5% 10.8% 2.21 Growth & Value
    46.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -6.0% 18.0% 17.6% 8.5% 10.8% 1.19 Growth
    47.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.0% 6.7% 5.6% 5.9% 10.6% 1.64 Value
    48.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.9% 11.2% 10.2% 1.67 Growth & Value
    49.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    3.3% 24.4% 18.8% 12.1% 10.0% 1.43 Growth & Value
    50.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    37.0% 15.7% 12.6% 9.7% 9.7% 1.48 Growth & Value With Price Momentum
    51.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 20.2% 16.7% 7.6% 9.6% 0.97 Growth & Value
    52.
    S&P SmallCap 600 Growth (TR)
    -0.3% 19.7% 19.5% 11.2% 9.6% 1.31 Indexes
    53.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.1% 11.0% 2.8% 9.5% 2.26 Growth With Price Momentum
    54.
    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.
    -23.0% 1.5% -3.6% 3.1% 9.4% 1.91 Value
    55.
    S&P MidCap 400
    7.1% 18.0% 17.1% 9.6% 9.2% 1.20 Indexes
    56.
    S&P MidCap 400 Value (TR)
    10.8% 22.6% 18.9% 11.1% 9.1% 1.11 Indexes
    57.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.8% 16.4% 14.3% 6.4% 9.1% 1.10 Growth & Value
    58.
    NASDAQ 100
    13.7% 22.1% 20.2% 11.5% 8.9% 1.81 Indexes
    59.
    S&P SmallCap 600 Value (TR)
    3.6% 20.5% 17.3% 9.7% 8.8% 1.22 Indexes
    60.
    S&P SmallCap 600
    1.0% 19.2% 17.4% 9.3% 8.2% 1.27 Indexes
    61.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.8% 4.9% 8.8% 15.5% 8.2% 1.37 Growth & Value
    62.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    10.7% 8.6% 8.5% 7.8% 8.1% 0.92 Value
    63.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.8% 19.9% 16.0% 7.9% 7.6% 1.23 Value With Price Momentum
    64.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    10.0% 17.0% 15.4% 8.8% 7.5% 1.26 Growth
    65.
    S&P 500 Growth (TR)
    10.6% 20.3% 17.9% 8.9% 6.3% 1.10 Indexes
    66.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.8% 16.9% 11.6% 4.0% 6.3% 1.34 Value
    67.
    S&P 500 Value (TR)
    9.3% 21.0% 15.9% 8.1% 6.1% 1.00 Indexes
    68.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    13.4% 9.8% -1.6% 2.0% 4.9% 2.20 Growth & Value
    69.
    Dow Jones 30
    3.1% 13.7% 12.5% 5.3% 4.7% 0.97 Indexes
    70.
    S&P 500
    8.4% 18.0% 14.4% 6.1% 4.4% 1.00 Indexes
    71.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    7.0% 18.1% 16.9% 3.0% 3.2% 1.22 Value
    72.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.5% 22.5% 17.9% 0.1% 2.5% 1.58 Value
    73.
    Introduction to the use of earnings estimates.
    -3.7% 8.6% 5.4% 3.5% 0.9% 1.95 Earnings Estimates
    74.
    Introduction to the use of earnings estimates.
    -4.8% 8.2% 6.5% 2.3% 0.8% 2.32 Earnings Estimates
    75.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    29.1% 30.5% 16.6% 10.9% -0.3% 2.76 Growth & Value
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -53.2% -28.7% -24.9% -11.4% -0.9% 1.54 Growth & Value With Price Momentum
    77.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.1% 1.7% -2.7% -4.1% -1.3% 1.87 Specialty

    Risk Index


  •            Screen
    Annual Price Gain (%)
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.6% 17.6% 15.2% 8.5% 13.1% 0.91 Growth & Value
    2.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    10.7% 8.6% 8.5% 7.8% 8.1% 0.92 Value
    3.
    Dow Jones 30
    3.1% 13.7% 12.5% 5.3% 4.7% 0.97 Indexes
    4.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 20.2% 16.7% 7.6% 9.6% 0.97 Growth & Value
    5.
    S&P 500
    8.4% 18.0% 14.4% 6.1% 4.4% 1.00 Indexes
    6.
    S&P 500 Value (TR)
    9.3% 21.0% 15.9% 8.1% 6.1% 1.00 Indexes
    7.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.3% 14.8% 19.6% 11.6% 14.5% 1.06 Growth & Value With Price Momentum
    8.
    S&P 500 Growth (TR)
    10.6% 20.3% 17.9% 8.9% 6.3% 1.10 Indexes
    9.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.8% 16.4% 14.3% 6.4% 9.1% 1.10 Growth & Value
    10.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    3.0% 16.1% 19.3% 13.2% 14.8% 1.11 Growth & Value
    11.
    S&P MidCap 400 Value (TR)
    10.8% 22.6% 18.9% 11.1% 9.1% 1.11 Indexes
    12.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.5% 18.2% 18.1% 15.9% 16.6% 1.13 Earnings Estimates
    13.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -6.0% 18.0% 17.6% 8.5% 10.8% 1.19 Growth
    14.
    S&P MidCap 400
    7.1% 18.0% 17.1% 9.6% 9.2% 1.20 Indexes
    15.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    5.6% 15.4% 16.7% 15.3% 14.4% 1.20 Value With Price Momentum
    16.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.0% 17.6% 18.9% 10.8% 11.2% 1.21 Value
    17.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 18.4% 19.2% 11.7% 11.1% 1.22 Growth & Value
    18.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    7.0% 18.1% 16.9% 3.0% 3.2% 1.22 Value
    19.
    S&P SmallCap 600 Value (TR)
    3.6% 20.5% 17.3% 9.7% 8.8% 1.22 Indexes
    20.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.8% 19.9% 16.0% 7.9% 7.6% 1.23 Value With Price Momentum
    21.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    6.5% 6.2% 9.3% 9.7% 12.5% 1.24 Growth & Value
    22.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.4% 19.5% 15.0% 8.4% 11.1% 1.25 Growth & Value
    23.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    10.0% 17.0% 15.4% 8.8% 7.5% 1.26 Growth
    24.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.7% 23.5% 18.3% 11.8% 10.9% 1.26 Growth & Value
    25.
    S&P SmallCap 600
    1.0% 19.2% 17.4% 9.3% 8.2% 1.27 Indexes
    26.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.8% 10.8% 15.2% 10.6% 12.5% 1.28 Growth
    27.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 14.4% 16.5% 11.8% 11.6% 1.28 Growth & Value
    28.
    S&P MidCap 400 Growth (TR)
    5.6% 20.7% 19.0% 11.7% 12.2% 1.31 Indexes
    29.
    S&P SmallCap 600 Growth (TR)
    -0.3% 19.7% 19.5% 11.2% 9.6% 1.31 Indexes
    30.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    1.1% 15.8% 17.4% 11.7% 15.7% 1.32 Growth & Value
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.3% 23.0% 22.1% 16.3% 20.0% 1.33 Growth & Value With Price Momentum
    32.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.8% 16.9% 11.6% 4.0% 6.3% 1.34 Value
    33.
    Utilizing contrarian stocks with upward earnings revisions.
    6.5% 26.4% 22.1% 17.0% 16.4% 1.36 Earnings Estimates
    34.
    Locating firms with a high proportion of cash to share price.
    18.2% 19.7% 10.1% 7.3% 11.8% 1.37 Value
    35.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.8% 4.9% 8.8% 15.5% 8.2% 1.37 Growth & Value
    36.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    2.4% 20.1% 20.8% 18.3% 17.6% 1.37 Value
    37.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    5.4% 12.9% 13.6% 10.8% 11.6% 1.37 Value With Price Momentum
    38.
    All Exchange-Listed Stocks
    9.3% 18.4% 16.1% 9.3% 11.0% 1.38 Indexes
    39.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -0.9% 12.3% 14.7% 8.1% 16.1% 1.39 Growth With Price Momentum
    40.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    3.3% 24.4% 18.8% 12.1% 10.0% 1.43 Growth & Value
    41.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    -0.3% 15.2% 32.3% 15.0% 20.2% 1.46 Growth & Value With Price Momentum
    42.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    37.0% 15.7% 12.6% 9.7% 9.7% 1.48 Growth & Value With Price Momentum
    43.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.3% 21.0% 20.0% 13.0% 17.1% 1.51 Value With Price Momentum
    44.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -3.6% 23.1% 19.2% 15.6% 18.8% 1.52 Value With Price Momentum
    45.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    6.8% 15.8% 13.6% 9.8% 14.9% 1.53 Growth
    46.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -53.2% -28.7% -24.9% -11.4% -0.9% 1.54 Growth & Value With Price Momentum
    47.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.5% 22.5% 17.9% 0.1% 2.5% 1.58 Value
    48.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.6% 18.8% 20.4% 12.0% 19.0% 1.63 Growth & Value
    49.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.0% 6.7% 5.6% 5.9% 10.6% 1.64 Value
    50.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.9% 11.2% 10.2% 1.67 Growth & Value
    51.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -6.1% 4.1% 2.2% 9.4% 13.6% 1.71 Value
    52.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.5% 6.1% 12.8% 16.4% 17.4% 1.74 Value
    53.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    30.7% 5.9% 14.5% 25.8% 22.1% 1.74 Value
    54.
    Introduction to the use of earnings estimates.
    0.9% 22.7% 22.1% 26.0% 27.3% 1.76 Earnings Estimates
    55.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.4% 31.7% 28.1% 19.5% 21.1% 1.77 Value
    56.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 33.2% 33.8% 15.3% 14.4% 1.81 Growth & Value
    57.
    NASDAQ 100
    13.7% 22.1% 20.2% 11.5% 8.9% 1.81 Indexes
    58.
    Introduction to the use of earnings estimates.
    4.4% 23.0% 23.9% 26.5% 25.8% 1.83 Earnings Estimates
    59.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    6.2% 15.7% 6.6% 6.3% 19.3% 1.85 Growth & Value
    60.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    26.7% 23.1% 17.3% 9.7% 17.8% 1.86 Growth With Price Momentum
    61.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.1% 1.7% -2.7% -4.1% -1.3% 1.87 Specialty
    62.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    32.7% 19.2% 8.5% 19.0% 25.0% 1.91 Growth With Price Momentum
    63.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    1.3% 23.4% 19.5% 10.5% 14.1% 1.91 Growth & Value With Price Momentum
    64.
    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.
    -23.0% 1.5% -3.6% 3.1% 9.4% 1.91 Value
    65.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    21.2% 28.2% 19.0% 12.8% 26.1% 1.93 Value With Price Momentum
    66.
    Introduction to the use of earnings estimates.
    -3.7% 8.6% 5.4% 3.5% 0.9% 1.95 Earnings Estimates
    67.
    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.
    8.7% 54.1% 40.4% 27.4% 30.6% 2.06 Value
    68.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% -9.3% 5.1% 6.0% 14.4% 2.14 Growth & Value
    69.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    0.3% -7.9% 4.4% 17.1% 15.9% 2.15 Growth With Price Momentum
    70.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    13.4% 9.8% -1.6% 2.0% 4.9% 2.20 Growth & Value
    71.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.1% -6.4% -3.4% 13.5% 10.8% 2.21 Growth & Value
    72.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -17.5% 10.7% 19.0% 18.8% 12.2% 2.24 Growth With Price Momentum
    73.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.1% 11.0% 2.8% 9.5% 2.26 Growth With Price Momentum
    74.
    Introduction to the use of earnings estimates.
    -4.8% 8.2% 6.5% 2.3% 0.8% 2.32 Earnings Estimates
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.6% -3.6% -6.5% -3.9% 11.9% 2.71 Growth & Value With Price Momentum
    76.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    29.1% 30.5% 16.6% 10.9% -0.3% 2.76 Growth & Value
    77.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.1% -19.5% 5.3% 13.2% 16.0% 2.98 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.
    -3.7% 8.6% 5.4% 3.5% 0.9% 1.95 Earnings Estimates
    2.
    Introduction to the use of earnings estimates.
    -4.8% 8.2% 6.5% 2.3% 0.8% 2.32 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    4.4% 23.0% 23.9% 26.5% 25.8% 1.83 Earnings Estimates
    4.
    Introduction to the use of earnings estimates.
    0.9% 22.7% 22.1% 26.0% 27.3% 1.76 Earnings Estimates
    5.
    Utilizing contrarian stocks with upward earnings revisions.
    6.5% 26.4% 22.1% 17.0% 16.4% 1.36 Earnings Estimates
    6.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.5% 18.2% 18.1% 15.9% 16.6% 1.13 Earnings Estimates
    7.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    6.8% 15.8% 13.6% 9.8% 14.9% 1.53 Growth
    8.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.8% 10.8% 15.2% 10.6% 12.5% 1.28 Growth
    9.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -6.0% 18.0% 17.6% 8.5% 10.8% 1.19 Growth
    10.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    10.0% 17.0% 15.4% 8.8% 7.5% 1.26 Growth
    11.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.8% 4.9% 8.8% 15.5% 8.2% 1.37 Growth & Value
    12.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.1% -6.4% -3.4% 13.5% 10.8% 2.21 Growth & Value
    13.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    6.5% 6.2% 9.3% 9.7% 12.5% 1.24 Growth & Value
    14.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% -9.3% 5.1% 6.0% 14.4% 2.14 Growth & Value
    15.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    13.4% 9.8% -1.6% 2.0% 4.9% 2.20 Growth & Value
    16.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.4% 19.5% 15.0% 8.4% 11.1% 1.25 Growth & Value
    17.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    3.0% 16.1% 19.3% 13.2% 14.8% 1.11 Growth & Value
    18.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 18.4% 19.2% 11.7% 11.1% 1.22 Growth & Value
    19.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 14.4% 16.5% 11.8% 11.6% 1.28 Growth & Value
    20.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 20.2% 16.7% 7.6% 9.6% 0.97 Growth & Value
    21.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.8% 16.4% 14.3% 6.4% 9.1% 1.10 Growth & Value
    22.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.6% 17.6% 15.2% 8.5% 13.1% 0.91 Growth & Value
    23.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 33.2% 33.8% 15.3% 14.4% 1.81 Growth & Value
    24.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.6% 18.8% 20.4% 12.0% 19.0% 1.63 Growth & Value
    25.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    6.2% 15.7% 6.6% 6.3% 19.3% 1.85 Growth & Value
    26.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    29.1% 30.5% 16.6% 10.9% -0.3% 2.76 Growth & Value
    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.
    1.1% 15.8% 17.4% 11.7% 15.7% 1.32 Growth & Value
    28.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.9% 11.2% 10.2% 1.67 Growth & Value
    29.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.7% 23.5% 18.3% 11.8% 10.9% 1.26 Growth & Value
    30.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    3.3% 24.4% 18.8% 12.1% 10.0% 1.43 Growth & Value
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.3% 23.0% 22.1% 16.3% 20.0% 1.33 Growth & Value With Price Momentum
    32.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.3% 14.8% 19.6% 11.6% 14.5% 1.06 Growth & Value With Price Momentum
    33.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    -0.3% 15.2% 32.3% 15.0% 20.2% 1.46 Growth & Value With Price Momentum
    34.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    1.3% 23.4% 19.5% 10.5% 14.1% 1.91 Growth & Value With Price Momentum
    35.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    37.0% 15.7% 12.6% 9.7% 9.7% 1.48 Growth & Value With Price Momentum
    36.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.6% -3.6% -6.5% -3.9% 11.9% 2.71 Growth & Value With Price Momentum
    37.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.1% -19.5% 5.3% 13.2% 16.0% 2.98 Growth & Value With Price Momentum
    38.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -53.2% -28.7% -24.9% -11.4% -0.9% 1.54 Growth & Value With Price Momentum
    39.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    0.3% -7.9% 4.4% 17.1% 15.9% 2.15 Growth With Price Momentum
    40.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -17.5% 10.7% 19.0% 18.8% 12.2% 2.24 Growth With Price Momentum
    41.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.1% 11.0% 2.8% 9.5% 2.26 Growth With Price Momentum
    42.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    32.7% 19.2% 8.5% 19.0% 25.0% 1.91 Growth With Price Momentum
    43.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -0.9% 12.3% 14.7% 8.1% 16.1% 1.39 Growth With Price Momentum
    44.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    26.7% 23.1% 17.3% 9.7% 17.8% 1.86 Growth With Price Momentum
    45.
    S&P 500
    8.4% 18.0% 14.4% 6.1% 4.4% 1.00 Indexes
    46.
    S&P 500 Growth (TR)
    10.6% 20.3% 17.9% 8.9% 6.3% 1.10 Indexes
    47.
    S&P 500 Value (TR)
    9.3% 21.0% 15.9% 8.1% 6.1% 1.00 Indexes
    48.
    S&P MidCap 400
    7.1% 18.0% 17.1% 9.6% 9.2% 1.20 Indexes
    49.
    S&P MidCap 400 Growth (TR)
    5.6% 20.7% 19.0% 11.7% 12.2% 1.31 Indexes
    50.
    S&P MidCap 400 Value (TR)
    10.8% 22.6% 18.9% 11.1% 9.1% 1.11 Indexes
    51.
    S&P SmallCap 600
    1.0% 19.2% 17.4% 9.3% 8.2% 1.27 Indexes
    52.
    S&P SmallCap 600 Growth (TR)
    -0.3% 19.7% 19.5% 11.2% 9.6% 1.31 Indexes
    53.
    S&P SmallCap 600 Value (TR)
    3.6% 20.5% 17.3% 9.7% 8.8% 1.22 Indexes
    54.
    NASDAQ 100
    13.7% 22.1% 20.2% 11.5% 8.9% 1.81 Indexes
    55.
    All Exchange-Listed Stocks
    9.3% 18.4% 16.1% 9.3% 11.0% 1.38 Indexes
    56.
    Dow Jones 30
    3.1% 13.7% 12.5% 5.3% 4.7% 0.97 Indexes
    57.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.1% 1.7% -2.7% -4.1% -1.3% 1.87 Specialty
    58.
    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.
    -6.1% 4.1% 2.2% 9.4% 13.6% 1.71 Value
    59.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    2.4% 20.1% 20.8% 18.3% 17.6% 1.37 Value
    60.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    10.7% 8.6% 8.5% 7.8% 8.1% 0.92 Value
    61.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.5% 6.1% 12.8% 16.4% 17.4% 1.74 Value
    62.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    30.7% 5.9% 14.5% 25.8% 22.1% 1.74 Value
    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.
    -3.0% 6.7% 5.6% 5.9% 10.6% 1.64 Value
    64.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    7.0% 18.1% 16.9% 3.0% 3.2% 1.22 Value
    65.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.5% 22.5% 17.9% 0.1% 2.5% 1.58 Value
    66.
    Locating firms with a high proportion of cash to share price.
    18.2% 19.7% 10.1% 7.3% 11.8% 1.37 Value
    67.
    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.
    8.7% 54.1% 40.4% 27.4% 30.6% 2.06 Value
    68.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.4% 31.7% 28.1% 19.5% 21.1% 1.77 Value
    69.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.0% 17.6% 18.9% 10.8% 11.2% 1.21 Value
    70.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.8% 16.9% 11.6% 4.0% 6.3% 1.34 Value
    71.
    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.
    -23.0% 1.5% -3.6% 3.1% 9.4% 1.91 Value
    72.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    5.4% 12.9% 13.6% 10.8% 11.6% 1.37 Value With Price Momentum
    73.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.3% 21.0% 20.0% 13.0% 17.1% 1.51 Value With Price Momentum
    74.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.8% 19.9% 16.0% 7.9% 7.6% 1.23 Value With Price Momentum
    75.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -3.6% 23.1% 19.2% 15.6% 18.8% 1.52 Value With Price Momentum
    76.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    21.2% 28.2% 19.0% 12.8% 26.1% 1.93 Value With Price Momentum
    77.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    5.6% 15.4% 16.7% 15.3% 14.4% 1.20 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.
    37.0% 15.7% 12.6% 9.7% 9.7% 1.48 Growth & Value With Price Momentum
    2.
    All Exchange-Listed Stocks
    9.3% 18.4% 16.1% 9.3% 11.0% 1.38 Indexes
    3.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    3.0% 16.1% 19.3% 13.2% 14.8% 1.11 Growth & Value
    4.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 18.4% 19.2% 11.7% 11.1% 1.22 Growth & Value
    5.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.2% 14.4% 16.5% 11.8% 11.6% 1.28 Growth & Value
    6.
    Locating firms with a high proportion of cash to share price.
    18.2% 19.7% 10.1% 7.3% 11.8% 1.37 Value
    7.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 20.2% 16.7% 7.6% 9.6% 0.97 Growth & Value
    8.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.8% 16.4% 14.3% 6.4% 9.1% 1.10 Growth & Value
    9.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.6% 17.6% 15.2% 8.5% 13.1% 0.91 Growth & Value
    10.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    7.0% 18.1% 16.9% 3.0% 3.2% 1.22 Value
    11.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.5% 22.5% 17.9% 0.1% 2.5% 1.58 Value
    12.
    Dow Jones 30
    3.1% 13.7% 12.5% 5.3% 4.7% 0.97 Indexes
    13.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.4% 19.5% 15.0% 8.4% 11.1% 1.25 Growth & Value
    14.
    Utilizing contrarian stocks with upward earnings revisions.
    6.5% 26.4% 22.1% 17.0% 16.4% 1.36 Earnings Estimates
    15.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -17.5% 10.7% 19.0% 18.8% 12.2% 2.24 Growth With Price Momentum
    16.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    6.8% 15.8% 13.6% 9.8% 14.9% 1.53 Growth
    17.
    Introduction to the use of earnings estimates.
    -3.7% 8.6% 5.4% 3.5% 0.9% 1.95 Earnings Estimates
    18.
    Introduction to the use of earnings estimates.
    -4.8% 8.2% 6.5% 2.3% 0.8% 2.32 Earnings Estimates
    19.
    Introduction to the use of earnings estimates.
    4.4% 23.0% 23.9% 26.5% 25.8% 1.83 Earnings Estimates
    20.
    Introduction to the use of earnings estimates.
    0.9% 22.7% 22.1% 26.0% 27.3% 1.76 Earnings Estimates
    21.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    13.4% 9.8% -1.6% 2.0% 4.9% 2.20 Growth & Value
    22.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.1% 11.0% 2.8% 9.5% 2.26 Growth With Price Momentum
    23.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% -9.3% 5.1% 6.0% 14.4% 2.14 Growth & Value
    24.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -6.1% 4.1% 2.2% 9.4% 13.6% 1.71 Value
    25.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    2.4% 20.1% 20.8% 18.3% 17.6% 1.37 Value
    26.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    10.7% 8.6% 8.5% 7.8% 8.1% 0.92 Value
    27.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.5% 6.1% 12.8% 16.4% 17.4% 1.74 Value
    28.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    30.7% 5.9% 14.5% 25.8% 22.1% 1.74 Value
    29.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -6.0% 18.0% 17.6% 8.5% 10.8% 1.19 Growth
    30.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.1% 1.7% -2.7% -4.1% -1.3% 1.87 Specialty
    31.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    10.0% 17.0% 15.4% 8.8% 7.5% 1.26 Growth
    32.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.8% 4.9% 8.8% 15.5% 8.2% 1.37 Growth & Value
    33.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    0.3% -7.9% 4.4% 17.1% 15.9% 2.15 Growth With Price Momentum
    34.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -8.1% -6.4% -3.4% 13.5% 10.8% 2.21 Growth & Value
    35.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    5.6% 15.4% 16.7% 15.3% 14.4% 1.20 Value With Price Momentum
    36.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    6.5% 6.2% 9.3% 9.7% 12.5% 1.24 Growth & Value
    37.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.0% 6.7% 5.6% 5.9% 10.6% 1.64 Value
    38.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.6% -3.6% -6.5% -3.9% 11.9% 2.71 Growth & Value With Price Momentum
    39.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.1% -19.5% 5.3% 13.2% 16.0% 2.98 Growth & Value With Price Momentum
    40.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -53.2% -28.7% -24.9% -11.4% -0.9% 1.54 Growth & Value With Price Momentum
    41.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    29.1% 30.5% 16.6% 10.9% -0.3% 2.76 Growth & Value
    42.
    NASDAQ 100
    13.7% 22.1% 20.2% 11.5% 8.9% 1.81 Indexes
    43.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.6% 18.8% 20.4% 12.0% 19.0% 1.63 Growth & Value
    44.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    32.7% 19.2% 8.5% 19.0% 25.0% 1.91 Growth With Price Momentum
    45.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -0.9% 12.3% 14.7% 8.1% 16.1% 1.39 Growth With Price Momentum
    46.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    26.7% 23.1% 17.3% 9.7% 17.8% 1.86 Growth With Price Momentum
    47.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    5.4% 12.9% 13.6% 10.8% 11.6% 1.37 Value With Price Momentum
    48.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.3% 21.0% 20.0% 13.0% 17.1% 1.51 Value With Price Momentum
    49.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -0.8% 19.9% 16.0% 7.9% 7.6% 1.23 Value With Price Momentum
    50.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -3.6% 23.1% 19.2% 15.6% 18.8% 1.52 Value With Price Momentum
    51.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    21.2% 28.2% 19.0% 12.8% 26.1% 1.93 Value With Price Momentum
    52.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.8% 16.9% 11.6% 4.0% 6.3% 1.34 Value
    53.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    1.3% 23.4% 19.5% 10.5% 14.1% 1.91 Growth & Value With Price Momentum
    54.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.5% 18.2% 18.1% 15.9% 16.6% 1.13 Earnings Estimates
    55.
    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.
    8.7% 54.1% 40.4% 27.4% 30.6% 2.06 Value
    56.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.4% 31.7% 28.1% 19.5% 21.1% 1.77 Value
    57.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    1.1% 15.8% 17.4% 11.7% 15.7% 1.32 Growth & Value
    58.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.8% 10.8% 15.2% 10.6% 12.5% 1.28 Growth
    59.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 33.2% 33.8% 15.3% 14.4% 1.81 Growth & Value
    60.
    S&P 500
    8.4% 18.0% 14.4% 6.1% 4.4% 1.00 Indexes
    61.
    S&P 500 Growth (TR)
    10.6% 20.3% 17.9% 8.9% 6.3% 1.10 Indexes
    62.
    S&P 500 Value (TR)
    9.3% 21.0% 15.9% 8.1% 6.1% 1.00 Indexes
    63.
    S&P MidCap 400
    7.1% 18.0% 17.1% 9.6% 9.2% 1.20 Indexes
    64.
    S&P MidCap 400 Growth (TR)
    5.6% 20.7% 19.0% 11.7% 12.2% 1.31 Indexes
    65.
    S&P MidCap 400 Value (TR)
    10.8% 22.6% 18.9% 11.1% 9.1% 1.11 Indexes
    66.
    S&P SmallCap 600
    1.0% 19.2% 17.4% 9.3% 8.2% 1.27 Indexes
    67.
    S&P SmallCap 600 Growth (TR)
    -0.3% 19.7% 19.5% 11.2% 9.6% 1.31 Indexes
    68.
    S&P SmallCap 600 Value (TR)
    3.6% 20.5% 17.3% 9.7% 8.8% 1.22 Indexes
    69.
    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.
    -23.0% 1.5% -3.6% 3.1% 9.4% 1.91 Value
    70.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    -0.3% 15.2% 32.3% 15.0% 20.2% 1.46 Growth & Value With Price Momentum
    71.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.9% 11.2% 10.2% 1.67 Growth & Value
    72.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.7% 23.5% 18.3% 11.8% 10.9% 1.26 Growth & Value
    73.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.3% 23.0% 22.1% 16.3% 20.0% 1.33 Growth & Value With Price Momentum
    74.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.3% 14.8% 19.6% 11.6% 14.5% 1.06 Growth & Value With Price Momentum
    75.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    3.3% 24.4% 18.8% 12.1% 10.0% 1.43 Growth & Value
    76.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    7.0% 17.6% 18.9% 10.8% 11.2% 1.21 Value
    77.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    6.2% 15.7% 6.6% 6.3% 19.3% 1.85 Growth & Value
  • Benchmark: S&P 500 8.4% 18% 14.4% 6.1% 4.4% 1.00
  •               

                NOTE: The next update, with 9/30/14 data, will take place on 10/15/14.