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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 10/31/2014
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.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    56.0% 30.9% 10.5% 21.0% 25.9% 1.92 Growth With Price Momentum
    2.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 32.4% 30.3% 14.3% 14.2% 1.81 Growth & Value
    3.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    48.0% 30.5% 19.7% 11.2% 18.7% 1.86 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.
    32.1% 7.9% 13.1% 25.5% 21.9% 1.75 Value
    5.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    31.0% 18.1% 10.6% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    6.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    18.8% 29.2% 18.8% 11.2% 25.7% 1.93 Value With Price Momentum
    7.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    17.4% 13.2% -1.4% 1.6% 5.1% 2.20 Growth & Value
    8.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    16.7% 19.5% 16.3% 9.0% 7.8% 1.26 Growth
    9.
    NASDAQ 100
    15.8% 20.8% 20.1% 10.8% 8.9% 1.80 Indexes
    10.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.4% 8.8% 9.7% 7.9% 8.3% 0.94 Value
    11.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.6% 31.3% 27.4% 18.9% 20.9% 1.78 Value
    12.
    S&P 500 Growth (TR)
    12.6% 19.7% 17.4% 8.9% 6.4% 1.10 Indexes
    13.
    Locating firms with a high proportion of cash to share price.
    10.8% 18.3% 7.5% 5.8% 11.3% 1.38 Value
    14.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    9.9% 24.2% 15.1% 6.6% -1.2% 2.77 Growth & Value
    15.
    S&P 500 Value (TR)
    9.4% 19.9% 16.1% 7.7% 6.0% 1.00 Indexes
    16.
    S&P 500
    9.2% 17.2% 14.3% 6.0% 4.4% 1.00 Indexes
    17.
    S&P MidCap 400 Value (TR)
    9.2% 21.3% 18.7% 10.4% 8.9% 1.12 Indexes
    18.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    8.8% 15.8% 18.1% 10.9% 11.2% 1.22 Value
    19.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.7% 17.4% 14.4% 7.8% 11.0% 1.25 Growth & Value
    20.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    6.8% 16.3% 16.3% 3.3% 3.1% 1.22 Value
    21.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    6.5% 15.3% 16.3% 14.7% 14.3% 1.20 Value With Price Momentum
    22.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 21.9% 21.7% 15.0% 19.7% 1.34 Growth & Value With Price Momentum
    23.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 16.8% 19.6% 12.7% 14.8% 1.12 Growth & Value
    24.
    S&P MidCap 400
    5.7% 16.9% 16.6% 8.9% 9.0% 1.20 Indexes
    25.
    All Exchange-Listed Stocks
    5.5% 17.4% 15.0% 8.2% 10.7% 1.38 Indexes
    26.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 19.0% 16.4% 7.3% 9.5% 0.97 Growth & Value
    27.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.2% 22.9% 19.0% 11.2% 10.9% 1.26 Growth & Value
    28.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.1% 22.4% 18.2% 11.4% 10.0% 1.44 Growth & Value
    29.
    Dow Jones 30
    4.9% 13.3% 12.4% 5.7% 4.8% 0.97 Indexes
    30.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.8% 20.1% 18.6% -0.2% 2.5% 1.58 Value
    31.
    S&P MidCap 400 Growth (TR)
    4.8% 20.0% 19.3% 11.3% 12.0% 1.31 Indexes
    32.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    4.6% 16.4% 33.9% 14.3% 20.4% 1.46 Growth & Value With Price Momentum
    33.
    Utilizing contrarian stocks with upward earnings revisions.
    4.5% 20.1% 22.0% 15.8% 16.1% 1.36 Earnings Estimates
    34.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.4% 9.9% 10.1% 1.67 Growth & Value
    35.
    S&P SmallCap 600 Value (TR)
    4.4% 19.6% 18.0% 9.2% 8.8% 1.23 Indexes
    36.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.3% 15.6% 17.4% 15.0% 16.4% 1.13 Earnings Estimates
    37.
    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.
    3.4% 56.5% 33.9% 26.7% 29.8% 2.06 Value
    38.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 18.6% 18.0% 11.3% 11.1% 1.22 Growth & Value
    39.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    3.2% 14.5% 13.5% 8.0% 16.2% 1.39 Growth With Price Momentum
    40.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.6% 15.2% 11.4% 11.5% 1.28 Growth & Value
    41.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.3% 16.3% 18.4% 11.4% 18.8% 1.64 Growth & Value
    42.
    S&P SmallCap 600
    2.1% 18.5% 17.8% 8.6% 8.2% 1.27 Indexes
    43.
    S&P SmallCap 600 Growth (TR)
    1.8% 19.0% 19.9% 10.5% 9.6% 1.32 Indexes
    44.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.4% 21.1% 18.0% 11.6% 16.7% 1.51 Value With Price Momentum
    45.
    Introduction to the use of earnings estimates.
    0.2% 20.8% 23.6% 24.2% 25.2% 1.83 Earnings Estimates
    46.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    0.0% 4.6% 5.7% 7.7% 12.0% 1.24 Growth & Value
    47.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.0% 15.1% 18.9% 10.5% 14.3% 1.06 Growth & Value With Price Momentum
    48.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.8% 7.6% 9.5% 13.9% 7.9% 1.37 Growth & Value
    49.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.9% 13.9% 9.3% 3.0% 5.9% 1.34 Value
    50.
    Introduction to the use of earnings estimates.
    -1.7% 20.2% 21.5% 24.0% 26.8% 1.76 Earnings Estimates
    51.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -1.7% 12.8% 11.7% 7.9% 14.2% 1.54 Growth
    52.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% 11.2% 2.8% 6.5% 14.3% 2.14 Growth & Value
    53.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 10.2% 11.9% 8.7% 11.0% 1.38 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.
    -2.7% 16.2% 19.0% 17.1% 17.0% 1.37 Value
    55.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 24.6% 21.4% 15.0% 18.6% 1.53 Value With Price Momentum
    56.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.1% 18.0% 17.6% 8.0% 10.9% 1.19 Growth
    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.
    -3.5% 14.1% 15.9% 10.2% 15.2% 1.33 Growth & Value
    58.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -3.6% 21.2% 17.8% 9.3% 13.6% 1.92 Growth & Value With Price Momentum
    59.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -3.7% -1.5% -2.6% -5.8% 12.2% 2.71 Growth & Value With Price Momentum
    60.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.3% 18.3% 16.1% 7.0% 7.3% 1.23 Value With Price Momentum
    61.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.7% 1.9% 8.6% 14.6% 16.4% 1.75 Value
    62.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.6% 17.0% 21.0% 19.1% 13.0% 2.26 Growth With Price Momentum
    63.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.9% 10.6% 13.7% 9.8% 12.4% 1.29 Growth
    64.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.1% -5.1% 4.4% 15.2% 15.3% 2.15 Growth With Price Momentum
    65.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -10.6% 4.2% 0.3% 7.7% 13.1% 1.71 Value
    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.
    -10.8% 5.7% 3.2% 4.3% 9.9% 1.65 Value
    67.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -13.5% -19.7% 5.2% 14.0% 15.6% 2.99 Growth & Value With Price Momentum
    68.
    Introduction to the use of earnings estimates.
    -13.9% 3.2% 3.1% 1.4% 0.2% 1.95 Earnings Estimates
    69.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.6% 5.4% -3.0% -5.1% -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.
    -17.2% 2.4% -2.2% 3.6% 9.7% 1.92 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.
    -17.4% -0.4% -3.3% 10.7% 10.0% 2.21 Growth & Value
    72.
    Introduction to the use of earnings estimates.
    -19.0% 0.9% 2.6% -0.1% -0.1% 2.33 Earnings Estimates
    73.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -24.8% 2.1% 0.6% 1.4% 16.7% 1.89 Growth & Value
    74.
    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% -0.9% 8.7% 1.6% 9.4% 2.26 Growth With Price Momentum
    75.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -52.3% -27.1% -24.6% -12.0% -0.8% 1.58 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.
    3.4% 56.5% 33.9% 26.7% 29.8% 2.06 Value
    2.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 32.4% 30.3% 14.3% 14.2% 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.
    12.6% 31.3% 27.4% 18.9% 20.9% 1.78 Value
    4.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    56.0% 30.9% 10.5% 21.0% 25.9% 1.92 Growth With Price Momentum
    5.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    48.0% 30.5% 19.7% 11.2% 18.7% 1.86 Growth With Price Momentum
    6.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    18.8% 29.2% 18.8% 11.2% 25.7% 1.93 Value With Price Momentum
    7.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 24.6% 21.4% 15.0% 18.6% 1.53 Value With Price Momentum
    8.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    9.9% 24.2% 15.1% 6.6% -1.2% 2.77 Growth & Value
    9.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.2% 22.9% 19.0% 11.2% 10.9% 1.26 Growth & Value
    10.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.1% 22.4% 18.2% 11.4% 10.0% 1.44 Growth & Value
    11.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 21.9% 21.7% 15.0% 19.7% 1.34 Growth & Value With Price Momentum
    12.
    S&P MidCap 400 Value (TR)
    9.2% 21.3% 18.7% 10.4% 8.9% 1.12 Indexes
    13.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -3.6% 21.2% 17.8% 9.3% 13.6% 1.92 Growth & Value With Price Momentum
    14.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.4% 21.1% 18.0% 11.6% 16.7% 1.51 Value With Price Momentum
    15.
    NASDAQ 100
    15.8% 20.8% 20.1% 10.8% 8.9% 1.80 Indexes
    16.
    Introduction to the use of earnings estimates.
    0.2% 20.8% 23.6% 24.2% 25.2% 1.83 Earnings Estimates
    17.
    Introduction to the use of earnings estimates.
    -1.7% 20.2% 21.5% 24.0% 26.8% 1.76 Earnings Estimates
    18.
    Utilizing contrarian stocks with upward earnings revisions.
    4.5% 20.1% 22.0% 15.8% 16.1% 1.36 Earnings Estimates
    19.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.8% 20.1% 18.6% -0.2% 2.5% 1.58 Value
    20.
    S&P MidCap 400 Growth (TR)
    4.8% 20.0% 19.3% 11.3% 12.0% 1.31 Indexes
    21.
    S&P 500 Value (TR)
    9.4% 19.9% 16.1% 7.7% 6.0% 1.00 Indexes
    22.
    S&P 500 Growth (TR)
    12.6% 19.7% 17.4% 8.9% 6.4% 1.10 Indexes
    23.
    S&P SmallCap 600 Value (TR)
    4.4% 19.6% 18.0% 9.2% 8.8% 1.23 Indexes
    24.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    16.7% 19.5% 16.3% 9.0% 7.8% 1.26 Growth
    25.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 19.0% 16.4% 7.3% 9.5% 0.97 Growth & Value
    26.
    S&P SmallCap 600 Growth (TR)
    1.8% 19.0% 19.9% 10.5% 9.6% 1.32 Indexes
    27.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 18.6% 18.0% 11.3% 11.1% 1.22 Growth & Value
    28.
    S&P SmallCap 600
    2.1% 18.5% 17.8% 8.6% 8.2% 1.27 Indexes
    29.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.3% 18.3% 16.1% 7.0% 7.3% 1.23 Value With Price Momentum
    30.
    Locating firms with a high proportion of cash to share price.
    10.8% 18.3% 7.5% 5.8% 11.3% 1.38 Value
    31.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    31.0% 18.1% 10.6% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    32.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.1% 18.0% 17.6% 8.0% 10.9% 1.19 Growth
    33.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.7% 17.4% 14.4% 7.8% 11.0% 1.25 Growth & Value
    34.
    All Exchange-Listed Stocks
    5.5% 17.4% 15.0% 8.2% 10.7% 1.38 Indexes
    35.
    S&P 500
    9.2% 17.2% 14.3% 6.0% 4.4% 1.00 Indexes
    36.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.6% 17.0% 21.0% 19.1% 13.0% 2.26 Growth With Price Momentum
    37.
    S&P MidCap 400
    5.7% 16.9% 16.6% 8.9% 9.0% 1.20 Indexes
    38.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 16.8% 19.6% 12.7% 14.8% 1.12 Growth & Value
    39.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    4.6% 16.4% 33.9% 14.3% 20.4% 1.46 Growth & Value With Price Momentum
    40.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.3% 16.3% 18.4% 11.4% 18.8% 1.64 Growth & Value
    41.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    6.8% 16.3% 16.3% 3.3% 3.1% 1.22 Value
    42.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -2.7% 16.2% 19.0% 17.1% 17.0% 1.37 Value
    43.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    8.8% 15.8% 18.1% 10.9% 11.2% 1.22 Value
    44.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.3% 15.6% 17.4% 15.0% 16.4% 1.13 Earnings Estimates
    45.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    6.5% 15.3% 16.3% 14.7% 14.3% 1.20 Value With Price Momentum
    46.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.0% 15.1% 18.9% 10.5% 14.3% 1.06 Growth & Value With Price Momentum
    47.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.6% 15.2% 11.4% 11.5% 1.28 Growth & Value
    48.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    3.2% 14.5% 13.5% 8.0% 16.2% 1.39 Growth With Price Momentum
    49.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -3.5% 14.1% 15.9% 10.2% 15.2% 1.33 Growth & Value
    50.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.9% 13.9% 9.3% 3.0% 5.9% 1.34 Value
    51.
    Dow Jones 30
    4.9% 13.3% 12.4% 5.7% 4.8% 0.97 Indexes
    52.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    17.4% 13.2% -1.4% 1.6% 5.1% 2.20 Growth & Value
    53.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -1.7% 12.8% 11.7% 7.9% 14.2% 1.54 Growth
    54.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% 11.2% 2.8% 6.5% 14.3% 2.14 Growth & Value
    55.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.9% 10.6% 13.7% 9.8% 12.4% 1.29 Growth
    56.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 10.2% 11.9% 8.7% 11.0% 1.38 Value With Price Momentum
    57.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.4% 8.8% 9.7% 7.9% 8.3% 0.94 Value
    58.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    32.1% 7.9% 13.1% 25.5% 21.9% 1.75 Value
    59.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.8% 7.6% 9.5% 13.9% 7.9% 1.37 Growth & Value
    60.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -10.8% 5.7% 3.2% 4.3% 9.9% 1.65 Value
    61.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.6% 5.4% -3.0% -5.1% -1.3% 1.87 Specialty
    62.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    0.0% 4.6% 5.7% 7.7% 12.0% 1.24 Growth & Value
    63.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.4% 9.9% 10.1% 1.67 Growth & Value
    64.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -10.6% 4.2% 0.3% 7.7% 13.1% 1.71 Value
    65.
    Introduction to the use of earnings estimates.
    -13.9% 3.2% 3.1% 1.4% 0.2% 1.95 Earnings Estimates
    66.
    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.
    -17.2% 2.4% -2.2% 3.6% 9.7% 1.92 Value
    67.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -24.8% 2.1% 0.6% 1.4% 16.7% 1.89 Growth & Value
    68.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.7% 1.9% 8.6% 14.6% 16.4% 1.75 Value
    69.
    Introduction to the use of earnings estimates.
    -19.0% 0.9% 2.6% -0.1% -0.1% 2.33 Earnings Estimates
    70.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -17.4% -0.4% -3.3% 10.7% 10.0% 2.21 Growth & 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% -0.9% 8.7% 1.6% 9.4% 2.26 Growth With Price Momentum
    72.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -3.7% -1.5% -2.6% -5.8% 12.2% 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.
    -6.1% -5.1% 4.4% 15.2% 15.3% 2.15 Growth With Price Momentum
    74.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -13.5% -19.7% 5.2% 14.0% 15.6% 2.99 Growth & Value With Price Momentum
    75.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -52.3% -27.1% -24.6% -12.0% -0.8% 1.58 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.
    3.4% 56.5% 33.9% 26.7% 29.8% 2.06 Value
    2.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    4.6% 16.4% 33.9% 14.3% 20.4% 1.46 Growth & Value With Price Momentum
    3.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 32.4% 30.3% 14.3% 14.2% 1.81 Growth & Value
    4.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.6% 31.3% 27.4% 18.9% 20.9% 1.78 Value
    5.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.4% 9.9% 10.1% 1.67 Growth & Value
    6.
    Introduction to the use of earnings estimates.
    0.2% 20.8% 23.6% 24.2% 25.2% 1.83 Earnings Estimates
    7.
    Utilizing contrarian stocks with upward earnings revisions.
    4.5% 20.1% 22.0% 15.8% 16.1% 1.36 Earnings Estimates
    8.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 21.9% 21.7% 15.0% 19.7% 1.34 Growth & Value With Price Momentum
    9.
    Introduction to the use of earnings estimates.
    -1.7% 20.2% 21.5% 24.0% 26.8% 1.76 Earnings Estimates
    10.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 24.6% 21.4% 15.0% 18.6% 1.53 Value With Price Momentum
    11.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.6% 17.0% 21.0% 19.1% 13.0% 2.26 Growth With Price Momentum
    12.
    NASDAQ 100
    15.8% 20.8% 20.1% 10.8% 8.9% 1.80 Indexes
    13.
    S&P SmallCap 600 Growth (TR)
    1.8% 19.0% 19.9% 10.5% 9.6% 1.32 Indexes
    14.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    48.0% 30.5% 19.7% 11.2% 18.7% 1.86 Growth With Price Momentum
    15.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 16.8% 19.6% 12.7% 14.8% 1.12 Growth & Value
    16.
    S&P MidCap 400 Growth (TR)
    4.8% 20.0% 19.3% 11.3% 12.0% 1.31 Indexes
    17.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -2.7% 16.2% 19.0% 17.1% 17.0% 1.37 Value
    18.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.2% 22.9% 19.0% 11.2% 10.9% 1.26 Growth & Value
    19.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.0% 15.1% 18.9% 10.5% 14.3% 1.06 Growth & Value With Price Momentum
    20.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    18.8% 29.2% 18.8% 11.2% 25.7% 1.93 Value With Price Momentum
    21.
    S&P MidCap 400 Value (TR)
    9.2% 21.3% 18.7% 10.4% 8.9% 1.12 Indexes
    22.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.8% 20.1% 18.6% -0.2% 2.5% 1.58 Value
    23.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.3% 16.3% 18.4% 11.4% 18.8% 1.64 Growth & Value
    24.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.1% 22.4% 18.2% 11.4% 10.0% 1.44 Growth & Value
    25.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    8.8% 15.8% 18.1% 10.9% 11.2% 1.22 Value
    26.
    S&P SmallCap 600 Value (TR)
    4.4% 19.6% 18.0% 9.2% 8.8% 1.23 Indexes
    27.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.4% 21.1% 18.0% 11.6% 16.7% 1.51 Value With Price Momentum
    28.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 18.6% 18.0% 11.3% 11.1% 1.22 Growth & Value
    29.
    S&P SmallCap 600
    2.1% 18.5% 17.8% 8.6% 8.2% 1.27 Indexes
    30.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -3.6% 21.2% 17.8% 9.3% 13.6% 1.92 Growth & Value With Price Momentum
    31.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.1% 18.0% 17.6% 8.0% 10.9% 1.19 Growth
    32.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.3% 15.6% 17.4% 15.0% 16.4% 1.13 Earnings Estimates
    33.
    S&P 500 Growth (TR)
    12.6% 19.7% 17.4% 8.9% 6.4% 1.10 Indexes
    34.
    S&P MidCap 400
    5.7% 16.9% 16.6% 8.9% 9.0% 1.20 Indexes
    35.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 19.0% 16.4% 7.3% 9.5% 0.97 Growth & Value
    36.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    6.8% 16.3% 16.3% 3.3% 3.1% 1.22 Value
    37.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    16.7% 19.5% 16.3% 9.0% 7.8% 1.26 Growth
    38.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    6.5% 15.3% 16.3% 14.7% 14.3% 1.20 Value With Price Momentum
    39.
    S&P 500 Value (TR)
    9.4% 19.9% 16.1% 7.7% 6.0% 1.00 Indexes
    40.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.3% 18.3% 16.1% 7.0% 7.3% 1.23 Value With Price Momentum
    41.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -3.5% 14.1% 15.9% 10.2% 15.2% 1.33 Growth & Value
    42.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.6% 15.2% 11.4% 11.5% 1.28 Growth & Value
    43.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    9.9% 24.2% 15.1% 6.6% -1.2% 2.77 Growth & Value
    44.
    All Exchange-Listed Stocks
    5.5% 17.4% 15.0% 8.2% 10.7% 1.38 Indexes
    45.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.7% 17.4% 14.4% 7.8% 11.0% 1.25 Growth & Value
    46.
    S&P 500
    9.2% 17.2% 14.3% 6.0% 4.4% 1.00 Indexes
    47.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.9% 10.6% 13.7% 9.8% 12.4% 1.29 Growth
    48.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    3.2% 14.5% 13.5% 8.0% 16.2% 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.
    32.1% 7.9% 13.1% 25.5% 21.9% 1.75 Value
    50.
    Dow Jones 30
    4.9% 13.3% 12.4% 5.7% 4.8% 0.97 Indexes
    51.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 10.2% 11.9% 8.7% 11.0% 1.38 Value With Price Momentum
    52.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -1.7% 12.8% 11.7% 7.9% 14.2% 1.54 Growth
    53.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    31.0% 18.1% 10.6% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    54.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    56.0% 30.9% 10.5% 21.0% 25.9% 1.92 Growth With Price Momentum
    55.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.4% 8.8% 9.7% 7.9% 8.3% 0.94 Value
    56.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.8% 7.6% 9.5% 13.9% 7.9% 1.37 Growth & Value
    57.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.9% 13.9% 9.3% 3.0% 5.9% 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% -0.9% 8.7% 1.6% 9.4% 2.26 Growth With Price Momentum
    59.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.7% 1.9% 8.6% 14.6% 16.4% 1.75 Value
    60.
    Locating firms with a high proportion of cash to share price.
    10.8% 18.3% 7.5% 5.8% 11.3% 1.38 Value
    61.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    0.0% 4.6% 5.7% 7.7% 12.0% 1.24 Growth & Value
    62.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -13.5% -19.7% 5.2% 14.0% 15.6% 2.99 Growth & Value With Price Momentum
    63.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.1% -5.1% 4.4% 15.2% 15.3% 2.15 Growth With Price Momentum
    64.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -10.8% 5.7% 3.2% 4.3% 9.9% 1.65 Value
    65.
    Introduction to the use of earnings estimates.
    -13.9% 3.2% 3.1% 1.4% 0.2% 1.95 Earnings Estimates
    66.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% 11.2% 2.8% 6.5% 14.3% 2.14 Growth & Value
    67.
    Introduction to the use of earnings estimates.
    -19.0% 0.9% 2.6% -0.1% -0.1% 2.33 Earnings Estimates
    68.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -24.8% 2.1% 0.6% 1.4% 16.7% 1.89 Growth & Value
    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.
    -10.6% 4.2% 0.3% 7.7% 13.1% 1.71 Value
    70.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    17.4% 13.2% -1.4% 1.6% 5.1% 2.20 Growth & 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.
    -17.2% 2.4% -2.2% 3.6% 9.7% 1.92 Value
    72.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -3.7% -1.5% -2.6% -5.8% 12.2% 2.71 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.
    -16.6% 5.4% -3.0% -5.1% -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.
    -17.4% -0.4% -3.3% 10.7% 10.0% 2.21 Growth & Value
    75.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -52.3% -27.1% -24.6% -12.0% -0.8% 1.58 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.
    3.4% 56.5% 33.9% 26.7% 29.8% 2.06 Value
    2.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    32.1% 7.9% 13.1% 25.5% 21.9% 1.75 Value
    3.
    Introduction to the use of earnings estimates.
    0.2% 20.8% 23.6% 24.2% 25.2% 1.83 Earnings Estimates
    4.
    Introduction to the use of earnings estimates.
    -1.7% 20.2% 21.5% 24.0% 26.8% 1.76 Earnings Estimates
    5.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    56.0% 30.9% 10.5% 21.0% 25.9% 1.92 Growth With Price Momentum
    6.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.6% 17.0% 21.0% 19.1% 13.0% 2.26 Growth With Price Momentum
    7.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.6% 31.3% 27.4% 18.9% 20.9% 1.78 Value
    8.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -2.7% 16.2% 19.0% 17.1% 17.0% 1.37 Value
    9.
    Utilizing contrarian stocks with upward earnings revisions.
    4.5% 20.1% 22.0% 15.8% 16.1% 1.36 Earnings Estimates
    10.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.1% -5.1% 4.4% 15.2% 15.3% 2.15 Growth With Price Momentum
    11.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 24.6% 21.4% 15.0% 18.6% 1.53 Value With Price Momentum
    12.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.3% 15.6% 17.4% 15.0% 16.4% 1.13 Earnings Estimates
    13.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 21.9% 21.7% 15.0% 19.7% 1.34 Growth & Value With Price Momentum
    14.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    6.5% 15.3% 16.3% 14.7% 14.3% 1.20 Value With Price Momentum
    15.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.7% 1.9% 8.6% 14.6% 16.4% 1.75 Value
    16.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    4.6% 16.4% 33.9% 14.3% 20.4% 1.46 Growth & Value With Price Momentum
    17.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 32.4% 30.3% 14.3% 14.2% 1.81 Growth & Value
    18.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -13.5% -19.7% 5.2% 14.0% 15.6% 2.99 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.
    -0.8% 7.6% 9.5% 13.9% 7.9% 1.37 Growth & Value
    20.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 16.8% 19.6% 12.7% 14.8% 1.12 Growth & Value
    21.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.4% 21.1% 18.0% 11.6% 16.7% 1.51 Value With Price Momentum
    22.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.3% 16.3% 18.4% 11.4% 18.8% 1.64 Growth & Value
    23.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.6% 15.2% 11.4% 11.5% 1.28 Growth & Value
    24.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.1% 22.4% 18.2% 11.4% 10.0% 1.44 Growth & Value
    25.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 18.6% 18.0% 11.3% 11.1% 1.22 Growth & Value
    26.
    S&P MidCap 400 Growth (TR)
    4.8% 20.0% 19.3% 11.3% 12.0% 1.31 Indexes
    27.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    18.8% 29.2% 18.8% 11.2% 25.7% 1.93 Value With Price Momentum
    28.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    48.0% 30.5% 19.7% 11.2% 18.7% 1.86 Growth With Price Momentum
    29.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.2% 22.9% 19.0% 11.2% 10.9% 1.26 Growth & Value
    30.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    8.8% 15.8% 18.1% 10.9% 11.2% 1.22 Value
    31.
    NASDAQ 100
    15.8% 20.8% 20.1% 10.8% 8.9% 1.80 Indexes
    32.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -17.4% -0.4% -3.3% 10.7% 10.0% 2.21 Growth & Value
    33.
    S&P SmallCap 600 Growth (TR)
    1.8% 19.0% 19.9% 10.5% 9.6% 1.32 Indexes
    34.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.0% 15.1% 18.9% 10.5% 14.3% 1.06 Growth & Value With Price Momentum
    35.
    S&P MidCap 400 Value (TR)
    9.2% 21.3% 18.7% 10.4% 8.9% 1.12 Indexes
    36.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -3.5% 14.1% 15.9% 10.2% 15.2% 1.33 Growth & Value
    37.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.4% 9.9% 10.1% 1.67 Growth & Value
    38.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.9% 10.6% 13.7% 9.8% 12.4% 1.29 Growth
    39.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -3.6% 21.2% 17.8% 9.3% 13.6% 1.92 Growth & Value With Price Momentum
    40.
    S&P SmallCap 600 Value (TR)
    4.4% 19.6% 18.0% 9.2% 8.8% 1.23 Indexes
    41.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    16.7% 19.5% 16.3% 9.0% 7.8% 1.26 Growth
    42.
    S&P MidCap 400
    5.7% 16.9% 16.6% 8.9% 9.0% 1.20 Indexes
    43.
    S&P 500 Growth (TR)
    12.6% 19.7% 17.4% 8.9% 6.4% 1.10 Indexes
    44.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 10.2% 11.9% 8.7% 11.0% 1.38 Value With Price Momentum
    45.
    S&P SmallCap 600
    2.1% 18.5% 17.8% 8.6% 8.2% 1.27 Indexes
    46.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    31.0% 18.1% 10.6% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    47.
    All Exchange-Listed Stocks
    5.5% 17.4% 15.0% 8.2% 10.7% 1.38 Indexes
    48.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.1% 18.0% 17.6% 8.0% 10.9% 1.19 Growth
    49.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    3.2% 14.5% 13.5% 8.0% 16.2% 1.39 Growth With Price Momentum
    50.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.4% 8.8% 9.7% 7.9% 8.3% 0.94 Value
    51.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -1.7% 12.8% 11.7% 7.9% 14.2% 1.54 Growth
    52.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.7% 17.4% 14.4% 7.8% 11.0% 1.25 Growth & Value
    53.
    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.
    -10.6% 4.2% 0.3% 7.7% 13.1% 1.71 Value
    54.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    0.0% 4.6% 5.7% 7.7% 12.0% 1.24 Growth & Value
    55.
    S&P 500 Value (TR)
    9.4% 19.9% 16.1% 7.7% 6.0% 1.00 Indexes
    56.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 19.0% 16.4% 7.3% 9.5% 0.97 Growth & Value
    57.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.3% 18.3% 16.1% 7.0% 7.3% 1.23 Value With Price Momentum
    58.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    9.9% 24.2% 15.1% 6.6% -1.2% 2.77 Growth & Value
    59.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% 11.2% 2.8% 6.5% 14.3% 2.14 Growth & Value
    60.
    S&P 500
    9.2% 17.2% 14.3% 6.0% 4.4% 1.00 Indexes
    61.
    Locating firms with a high proportion of cash to share price.
    10.8% 18.3% 7.5% 5.8% 11.3% 1.38 Value
    62.
    Dow Jones 30
    4.9% 13.3% 12.4% 5.7% 4.8% 0.97 Indexes
    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.
    -10.8% 5.7% 3.2% 4.3% 9.9% 1.65 Value
    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.
    -17.2% 2.4% -2.2% 3.6% 9.7% 1.92 Value
    65.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    6.8% 16.3% 16.3% 3.3% 3.1% 1.22 Value
    66.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.9% 13.9% 9.3% 3.0% 5.9% 1.34 Value
    67.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    17.4% 13.2% -1.4% 1.6% 5.1% 2.20 Growth & Value
    68.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.9% 8.7% 1.6% 9.4% 2.26 Growth With Price Momentum
    69.
    Introduction to the use of earnings estimates.
    -13.9% 3.2% 3.1% 1.4% 0.2% 1.95 Earnings Estimates
    70.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -24.8% 2.1% 0.6% 1.4% 16.7% 1.89 Growth & Value
    71.
    Introduction to the use of earnings estimates.
    -19.0% 0.9% 2.6% -0.1% -0.1% 2.33 Earnings Estimates
    72.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.8% 20.1% 18.6% -0.2% 2.5% 1.58 Value
    73.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.6% 5.4% -3.0% -5.1% -1.3% 1.87 Specialty
    74.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -3.7% -1.5% -2.6% -5.8% 12.2% 2.71 Growth & Value With Price Momentum
    75.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -52.3% -27.1% -24.6% -12.0% -0.8% 1.58 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.
    3.4% 56.5% 33.9% 26.7% 29.8% 2.06 Value
    2.
    Introduction to the use of earnings estimates.
    -1.7% 20.2% 21.5% 24.0% 26.8% 1.76 Earnings Estimates
    3.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    56.0% 30.9% 10.5% 21.0% 25.9% 1.92 Growth With Price Momentum
    4.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    18.8% 29.2% 18.8% 11.2% 25.7% 1.93 Value With Price Momentum
    5.
    Introduction to the use of earnings estimates.
    0.2% 20.8% 23.6% 24.2% 25.2% 1.83 Earnings Estimates
    6.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    32.1% 7.9% 13.1% 25.5% 21.9% 1.75 Value
    7.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.6% 31.3% 27.4% 18.9% 20.9% 1.78 Value
    8.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    4.6% 16.4% 33.9% 14.3% 20.4% 1.46 Growth & Value With Price Momentum
    9.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 21.9% 21.7% 15.0% 19.7% 1.34 Growth & Value With Price Momentum
    10.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.3% 16.3% 18.4% 11.4% 18.8% 1.64 Growth & Value
    11.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    48.0% 30.5% 19.7% 11.2% 18.7% 1.86 Growth With Price Momentum
    12.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 24.6% 21.4% 15.0% 18.6% 1.53 Value With Price Momentum
    13.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -2.7% 16.2% 19.0% 17.1% 17.0% 1.37 Value
    14.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.4% 21.1% 18.0% 11.6% 16.7% 1.51 Value With Price Momentum
    15.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -24.8% 2.1% 0.6% 1.4% 16.7% 1.89 Growth & Value
    16.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.3% 15.6% 17.4% 15.0% 16.4% 1.13 Earnings Estimates
    17.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.7% 1.9% 8.6% 14.6% 16.4% 1.75 Value
    18.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    3.2% 14.5% 13.5% 8.0% 16.2% 1.39 Growth With Price Momentum
    19.
    Utilizing contrarian stocks with upward earnings revisions.
    4.5% 20.1% 22.0% 15.8% 16.1% 1.36 Earnings Estimates
    20.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -13.5% -19.7% 5.2% 14.0% 15.6% 2.99 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.
    -6.1% -5.1% 4.4% 15.2% 15.3% 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.
    -3.5% 14.1% 15.9% 10.2% 15.2% 1.33 Growth & Value
    23.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 16.8% 19.6% 12.7% 14.8% 1.12 Growth & Value
    24.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    6.5% 15.3% 16.3% 14.7% 14.3% 1.20 Value With Price Momentum
    25.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% 11.2% 2.8% 6.5% 14.3% 2.14 Growth & Value
    26.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.0% 15.1% 18.9% 10.5% 14.3% 1.06 Growth & Value With Price Momentum
    27.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -1.7% 12.8% 11.7% 7.9% 14.2% 1.54 Growth
    28.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 32.4% 30.3% 14.3% 14.2% 1.81 Growth & Value
    29.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -3.6% 21.2% 17.8% 9.3% 13.6% 1.92 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.
    -10.6% 4.2% 0.3% 7.7% 13.1% 1.71 Value
    31.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.6% 17.0% 21.0% 19.1% 13.0% 2.26 Growth With Price Momentum
    32.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.9% 10.6% 13.7% 9.8% 12.4% 1.29 Growth
    33.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -3.7% -1.5% -2.6% -5.8% 12.2% 2.71 Growth & Value With Price Momentum
    34.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    0.0% 4.6% 5.7% 7.7% 12.0% 1.24 Growth & Value
    35.
    S&P MidCap 400 Growth (TR)
    4.8% 20.0% 19.3% 11.3% 12.0% 1.31 Indexes
    36.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.6% 15.2% 11.4% 11.5% 1.28 Growth & Value
    37.
    Locating firms with a high proportion of cash to share price.
    10.8% 18.3% 7.5% 5.8% 11.3% 1.38 Value
    38.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    8.8% 15.8% 18.1% 10.9% 11.2% 1.22 Value
    39.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 18.6% 18.0% 11.3% 11.1% 1.22 Growth & Value
    40.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.7% 17.4% 14.4% 7.8% 11.0% 1.25 Growth & Value
    41.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 10.2% 11.9% 8.7% 11.0% 1.38 Value With Price Momentum
    42.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.2% 22.9% 19.0% 11.2% 10.9% 1.26 Growth & Value
    43.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.1% 18.0% 17.6% 8.0% 10.9% 1.19 Growth
    44.
    All Exchange-Listed Stocks
    5.5% 17.4% 15.0% 8.2% 10.7% 1.38 Indexes
    45.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.4% 9.9% 10.1% 1.67 Growth & Value
    46.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -17.4% -0.4% -3.3% 10.7% 10.0% 2.21 Growth & Value
    47.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.1% 22.4% 18.2% 11.4% 10.0% 1.44 Growth & Value
    48.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -10.8% 5.7% 3.2% 4.3% 9.9% 1.65 Value
    49.
    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.
    -17.2% 2.4% -2.2% 3.6% 9.7% 1.92 Value
    50.
    S&P SmallCap 600 Growth (TR)
    1.8% 19.0% 19.9% 10.5% 9.6% 1.32 Indexes
    51.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 19.0% 16.4% 7.3% 9.5% 0.97 Growth & Value
    52.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.9% 8.7% 1.6% 9.4% 2.26 Growth With Price Momentum
    53.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    31.0% 18.1% 10.6% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    54.
    S&P MidCap 400
    5.7% 16.9% 16.6% 8.9% 9.0% 1.20 Indexes
    55.
    S&P MidCap 400 Value (TR)
    9.2% 21.3% 18.7% 10.4% 8.9% 1.12 Indexes
    56.
    NASDAQ 100
    15.8% 20.8% 20.1% 10.8% 8.9% 1.80 Indexes
    57.
    S&P SmallCap 600 Value (TR)
    4.4% 19.6% 18.0% 9.2% 8.8% 1.23 Indexes
    58.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.4% 8.8% 9.7% 7.9% 8.3% 0.94 Value
    59.
    S&P SmallCap 600
    2.1% 18.5% 17.8% 8.6% 8.2% 1.27 Indexes
    60.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.8% 7.6% 9.5% 13.9% 7.9% 1.37 Growth & Value
    61.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    16.7% 19.5% 16.3% 9.0% 7.8% 1.26 Growth
    62.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.3% 18.3% 16.1% 7.0% 7.3% 1.23 Value With Price Momentum
    63.
    S&P 500 Growth (TR)
    12.6% 19.7% 17.4% 8.9% 6.4% 1.10 Indexes
    64.
    S&P 500 Value (TR)
    9.4% 19.9% 16.1% 7.7% 6.0% 1.00 Indexes
    65.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.9% 13.9% 9.3% 3.0% 5.9% 1.34 Value
    66.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    17.4% 13.2% -1.4% 1.6% 5.1% 2.20 Growth & Value
    67.
    Dow Jones 30
    4.9% 13.3% 12.4% 5.7% 4.8% 0.97 Indexes
    68.
    S&P 500
    9.2% 17.2% 14.3% 6.0% 4.4% 1.00 Indexes
    69.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    6.8% 16.3% 16.3% 3.3% 3.1% 1.22 Value
    70.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.8% 20.1% 18.6% -0.2% 2.5% 1.58 Value
    71.
    Introduction to the use of earnings estimates.
    -13.9% 3.2% 3.1% 1.4% 0.2% 1.95 Earnings Estimates
    72.
    Introduction to the use of earnings estimates.
    -19.0% 0.9% 2.6% -0.1% -0.1% 2.33 Earnings Estimates
    73.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -52.3% -27.1% -24.6% -12.0% -0.8% 1.58 Growth & Value With Price Momentum
    74.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    9.9% 24.2% 15.1% 6.6% -1.2% 2.77 Growth & Value
    75.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.6% 5.4% -3.0% -5.1% -1.3% 1.87 Specialty

    Risk Index


  •            Screen
    Annual Price Gain (%)
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.4% 8.8% 9.7% 7.9% 8.3% 0.94 Value
    2.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 19.0% 16.4% 7.3% 9.5% 0.97 Growth & Value
    3.
    Dow Jones 30
    4.9% 13.3% 12.4% 5.7% 4.8% 0.97 Indexes
    4.
    S&P 500
    9.2% 17.2% 14.3% 6.0% 4.4% 1.00 Indexes
    5.
    S&P 500 Value (TR)
    9.4% 19.9% 16.1% 7.7% 6.0% 1.00 Indexes
    6.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.0% 15.1% 18.9% 10.5% 14.3% 1.06 Growth & Value With Price Momentum
    7.
    S&P 500 Growth (TR)
    12.6% 19.7% 17.4% 8.9% 6.4% 1.10 Indexes
    8.
    S&P MidCap 400 Value (TR)
    9.2% 21.3% 18.7% 10.4% 8.9% 1.12 Indexes
    9.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 16.8% 19.6% 12.7% 14.8% 1.12 Growth & Value
    10.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.3% 15.6% 17.4% 15.0% 16.4% 1.13 Earnings Estimates
    11.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.1% 18.0% 17.6% 8.0% 10.9% 1.19 Growth
    12.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    6.5% 15.3% 16.3% 14.7% 14.3% 1.20 Value With Price Momentum
    13.
    S&P MidCap 400
    5.7% 16.9% 16.6% 8.9% 9.0% 1.20 Indexes
    14.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 18.6% 18.0% 11.3% 11.1% 1.22 Growth & Value
    15.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    6.8% 16.3% 16.3% 3.3% 3.1% 1.22 Value
    16.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    8.8% 15.8% 18.1% 10.9% 11.2% 1.22 Value
    17.
    S&P SmallCap 600 Value (TR)
    4.4% 19.6% 18.0% 9.2% 8.8% 1.23 Indexes
    18.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.3% 18.3% 16.1% 7.0% 7.3% 1.23 Value With Price Momentum
    19.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    0.0% 4.6% 5.7% 7.7% 12.0% 1.24 Growth & Value
    20.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.7% 17.4% 14.4% 7.8% 11.0% 1.25 Growth & Value
    21.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    16.7% 19.5% 16.3% 9.0% 7.8% 1.26 Growth
    22.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.2% 22.9% 19.0% 11.2% 10.9% 1.26 Growth & Value
    23.
    S&P SmallCap 600
    2.1% 18.5% 17.8% 8.6% 8.2% 1.27 Indexes
    24.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.6% 15.2% 11.4% 11.5% 1.28 Growth & Value
    25.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.9% 10.6% 13.7% 9.8% 12.4% 1.29 Growth
    26.
    S&P MidCap 400 Growth (TR)
    4.8% 20.0% 19.3% 11.3% 12.0% 1.31 Indexes
    27.
    S&P SmallCap 600 Growth (TR)
    1.8% 19.0% 19.9% 10.5% 9.6% 1.32 Indexes
    28.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -3.5% 14.1% 15.9% 10.2% 15.2% 1.33 Growth & Value
    29.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 21.9% 21.7% 15.0% 19.7% 1.34 Growth & Value With Price Momentum
    30.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.9% 13.9% 9.3% 3.0% 5.9% 1.34 Value
    31.
    Utilizing contrarian stocks with upward earnings revisions.
    4.5% 20.1% 22.0% 15.8% 16.1% 1.36 Earnings Estimates
    32.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.8% 7.6% 9.5% 13.9% 7.9% 1.37 Growth & Value
    33.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -2.7% 16.2% 19.0% 17.1% 17.0% 1.37 Value
    34.
    Locating firms with a high proportion of cash to share price.
    10.8% 18.3% 7.5% 5.8% 11.3% 1.38 Value
    35.
    All Exchange-Listed Stocks
    5.5% 17.4% 15.0% 8.2% 10.7% 1.38 Indexes
    36.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 10.2% 11.9% 8.7% 11.0% 1.38 Value With Price Momentum
    37.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    3.2% 14.5% 13.5% 8.0% 16.2% 1.39 Growth With Price Momentum
    38.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.1% 22.4% 18.2% 11.4% 10.0% 1.44 Growth & Value
    39.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    4.6% 16.4% 33.9% 14.3% 20.4% 1.46 Growth & Value With Price Momentum
    40.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    31.0% 18.1% 10.6% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    41.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.4% 21.1% 18.0% 11.6% 16.7% 1.51 Value With Price Momentum
    42.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 24.6% 21.4% 15.0% 18.6% 1.53 Value With Price Momentum
    43.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -1.7% 12.8% 11.7% 7.9% 14.2% 1.54 Growth
    44.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.8% 20.1% 18.6% -0.2% 2.5% 1.58 Value
    45.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -52.3% -27.1% -24.6% -12.0% -0.8% 1.58 Growth & Value With Price Momentum
    46.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.3% 16.3% 18.4% 11.4% 18.8% 1.64 Growth & Value
    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.
    -10.8% 5.7% 3.2% 4.3% 9.9% 1.65 Value
    48.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.4% 9.9% 10.1% 1.67 Growth & Value
    49.
    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.
    -10.6% 4.2% 0.3% 7.7% 13.1% 1.71 Value
    50.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.7% 1.9% 8.6% 14.6% 16.4% 1.75 Value
    51.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    32.1% 7.9% 13.1% 25.5% 21.9% 1.75 Value
    52.
    Introduction to the use of earnings estimates.
    -1.7% 20.2% 21.5% 24.0% 26.8% 1.76 Earnings Estimates
    53.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.6% 31.3% 27.4% 18.9% 20.9% 1.78 Value
    54.
    NASDAQ 100
    15.8% 20.8% 20.1% 10.8% 8.9% 1.80 Indexes
    55.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 32.4% 30.3% 14.3% 14.2% 1.81 Growth & Value
    56.
    Introduction to the use of earnings estimates.
    0.2% 20.8% 23.6% 24.2% 25.2% 1.83 Earnings Estimates
    57.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    48.0% 30.5% 19.7% 11.2% 18.7% 1.86 Growth With Price Momentum
    58.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.6% 5.4% -3.0% -5.1% -1.3% 1.87 Specialty
    59.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -24.8% 2.1% 0.6% 1.4% 16.7% 1.89 Growth & Value
    60.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    56.0% 30.9% 10.5% 21.0% 25.9% 1.92 Growth With Price Momentum
    61.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -3.6% 21.2% 17.8% 9.3% 13.6% 1.92 Growth & Value With Price Momentum
    62.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -17.2% 2.4% -2.2% 3.6% 9.7% 1.92 Value
    63.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    18.8% 29.2% 18.8% 11.2% 25.7% 1.93 Value With Price Momentum
    64.
    Introduction to the use of earnings estimates.
    -13.9% 3.2% 3.1% 1.4% 0.2% 1.95 Earnings Estimates
    65.
    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.
    3.4% 56.5% 33.9% 26.7% 29.8% 2.06 Value
    66.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% 11.2% 2.8% 6.5% 14.3% 2.14 Growth & Value
    67.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.1% -5.1% 4.4% 15.2% 15.3% 2.15 Growth With Price Momentum
    68.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    17.4% 13.2% -1.4% 1.6% 5.1% 2.20 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.
    -17.4% -0.4% -3.3% 10.7% 10.0% 2.21 Growth & Value
    70.
    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% -0.9% 8.7% 1.6% 9.4% 2.26 Growth With Price Momentum
    71.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.6% 17.0% 21.0% 19.1% 13.0% 2.26 Growth With Price Momentum
    72.
    Introduction to the use of earnings estimates.
    -19.0% 0.9% 2.6% -0.1% -0.1% 2.33 Earnings Estimates
    73.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -3.7% -1.5% -2.6% -5.8% 12.2% 2.71 Growth & Value With Price Momentum
    74.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    9.9% 24.2% 15.1% 6.6% -1.2% 2.77 Growth & Value
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -13.5% -19.7% 5.2% 14.0% 15.6% 2.99 Growth & Value With Price Momentum

    Category


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Utilizing contrarian stocks with upward earnings revisions.
    4.5% 20.1% 22.0% 15.8% 16.1% 1.36 Earnings Estimates
    2.
    Introduction to the use of earnings estimates.
    -13.9% 3.2% 3.1% 1.4% 0.2% 1.95 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    -19.0% 0.9% 2.6% -0.1% -0.1% 2.33 Earnings Estimates
    4.
    Introduction to the use of earnings estimates.
    0.2% 20.8% 23.6% 24.2% 25.2% 1.83 Earnings Estimates
    5.
    Introduction to the use of earnings estimates.
    -1.7% 20.2% 21.5% 24.0% 26.8% 1.76 Earnings Estimates
    6.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.3% 15.6% 17.4% 15.0% 16.4% 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.
    -1.7% 12.8% 11.7% 7.9% 14.2% 1.54 Growth
    8.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.9% 10.6% 13.7% 9.8% 12.4% 1.29 Growth
    9.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.1% 18.0% 17.6% 8.0% 10.9% 1.19 Growth
    10.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    16.7% 19.5% 16.3% 9.0% 7.8% 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.
    -0.8% 7.6% 9.5% 13.9% 7.9% 1.37 Growth & Value
    12.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% 11.2% 2.8% 6.5% 14.3% 2.14 Growth & Value
    13.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -17.4% -0.4% -3.3% 10.7% 10.0% 2.21 Growth & Value
    14.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    0.0% 4.6% 5.7% 7.7% 12.0% 1.24 Growth & Value
    15.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    9.9% 24.2% 15.1% 6.6% -1.2% 2.77 Growth & Value
    16.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    17.4% 13.2% -1.4% 1.6% 5.1% 2.20 Growth & Value
    17.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.7% 17.4% 14.4% 7.8% 11.0% 1.25 Growth & Value
    18.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 16.8% 19.6% 12.7% 14.8% 1.12 Growth & Value
    19.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 18.6% 18.0% 11.3% 11.1% 1.22 Growth & Value
    20.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.6% 15.2% 11.4% 11.5% 1.28 Growth & Value
    21.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 19.0% 16.4% 7.3% 9.5% 0.97 Growth & Value
    22.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 32.4% 30.3% 14.3% 14.2% 1.81 Growth & Value
    23.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.3% 16.3% 18.4% 11.4% 18.8% 1.64 Growth & Value
    24.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -24.8% 2.1% 0.6% 1.4% 16.7% 1.89 Growth & Value
    25.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.4% 9.9% 10.1% 1.67 Growth & Value
    26.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.2% 22.9% 19.0% 11.2% 10.9% 1.26 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.
    -3.5% 14.1% 15.9% 10.2% 15.2% 1.33 Growth & Value
    28.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.1% 22.4% 18.2% 11.4% 10.0% 1.44 Growth & Value
    29.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    4.6% 16.4% 33.9% 14.3% 20.4% 1.46 Growth & Value With Price Momentum
    30.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 21.9% 21.7% 15.0% 19.7% 1.34 Growth & Value With Price Momentum
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.0% 15.1% 18.9% 10.5% 14.3% 1.06 Growth & Value With Price Momentum
    32.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -3.6% 21.2% 17.8% 9.3% 13.6% 1.92 Growth & Value With Price Momentum
    33.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    31.0% 18.1% 10.6% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    34.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -3.7% -1.5% -2.6% -5.8% 12.2% 2.71 Growth & Value With Price Momentum
    35.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -13.5% -19.7% 5.2% 14.0% 15.6% 2.99 Growth & Value With Price Momentum
    36.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -52.3% -27.1% -24.6% -12.0% -0.8% 1.58 Growth & Value With Price Momentum
    37.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.1% -5.1% 4.4% 15.2% 15.3% 2.15 Growth With Price Momentum
    38.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.6% 17.0% 21.0% 19.1% 13.0% 2.26 Growth With Price Momentum
    39.
    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% -0.9% 8.7% 1.6% 9.4% 2.26 Growth With Price Momentum
    40.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    56.0% 30.9% 10.5% 21.0% 25.9% 1.92 Growth With Price Momentum
    41.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    3.2% 14.5% 13.5% 8.0% 16.2% 1.39 Growth With Price Momentum
    42.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    48.0% 30.5% 19.7% 11.2% 18.7% 1.86 Growth With Price Momentum
    43.
    S&P 500
    9.2% 17.2% 14.3% 6.0% 4.4% 1.00 Indexes
    44.
    S&P 500 Growth (TR)
    12.6% 19.7% 17.4% 8.9% 6.4% 1.10 Indexes
    45.
    S&P 500 Value (TR)
    9.4% 19.9% 16.1% 7.7% 6.0% 1.00 Indexes
    46.
    S&P MidCap 400
    5.7% 16.9% 16.6% 8.9% 9.0% 1.20 Indexes
    47.
    S&P MidCap 400 Growth (TR)
    4.8% 20.0% 19.3% 11.3% 12.0% 1.31 Indexes
    48.
    S&P MidCap 400 Value (TR)
    9.2% 21.3% 18.7% 10.4% 8.9% 1.12 Indexes
    49.
    S&P SmallCap 600
    2.1% 18.5% 17.8% 8.6% 8.2% 1.27 Indexes
    50.
    S&P SmallCap 600 Growth (TR)
    1.8% 19.0% 19.9% 10.5% 9.6% 1.32 Indexes
    51.
    S&P SmallCap 600 Value (TR)
    4.4% 19.6% 18.0% 9.2% 8.8% 1.23 Indexes
    52.
    Dow Jones 30
    4.9% 13.3% 12.4% 5.7% 4.8% 0.97 Indexes
    53.
    All Exchange-Listed Stocks
    5.5% 17.4% 15.0% 8.2% 10.7% 1.38 Indexes
    54.
    NASDAQ 100
    15.8% 20.8% 20.1% 10.8% 8.9% 1.80 Indexes
    55.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.6% 5.4% -3.0% -5.1% -1.3% 1.87 Specialty
    56.
    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.
    -10.6% 4.2% 0.3% 7.7% 13.1% 1.71 Value
    57.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -2.7% 16.2% 19.0% 17.1% 17.0% 1.37 Value
    58.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.4% 8.8% 9.7% 7.9% 8.3% 0.94 Value
    59.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.7% 1.9% 8.6% 14.6% 16.4% 1.75 Value
    60.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    32.1% 7.9% 13.1% 25.5% 21.9% 1.75 Value
    61.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -10.8% 5.7% 3.2% 4.3% 9.9% 1.65 Value
    62.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    6.8% 16.3% 16.3% 3.3% 3.1% 1.22 Value
    63.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.8% 20.1% 18.6% -0.2% 2.5% 1.58 Value
    64.
    Locating firms with a high proportion of cash to share price.
    10.8% 18.3% 7.5% 5.8% 11.3% 1.38 Value
    65.
    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.
    -17.2% 2.4% -2.2% 3.6% 9.7% 1.92 Value
    66.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    3.4% 56.5% 33.9% 26.7% 29.8% 2.06 Value
    67.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.6% 31.3% 27.4% 18.9% 20.9% 1.78 Value
    68.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    8.8% 15.8% 18.1% 10.9% 11.2% 1.22 Value
    69.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.9% 13.9% 9.3% 3.0% 5.9% 1.34 Value
    70.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 10.2% 11.9% 8.7% 11.0% 1.38 Value With Price Momentum
    71.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.4% 21.1% 18.0% 11.6% 16.7% 1.51 Value With Price Momentum
    72.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.3% 18.3% 16.1% 7.0% 7.3% 1.23 Value With Price Momentum
    73.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 24.6% 21.4% 15.0% 18.6% 1.53 Value With Price Momentum
    74.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    18.8% 29.2% 18.8% 11.2% 25.7% 1.93 Value With Price Momentum
    75.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    6.5% 15.3% 16.3% 14.7% 14.3% 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.
    31.0% 18.1% 10.6% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    2.
    All Exchange-Listed Stocks
    5.5% 17.4% 15.0% 8.2% 10.7% 1.38 Indexes
    3.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 16.8% 19.6% 12.7% 14.8% 1.12 Growth & Value
    4.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    3.3% 18.6% 18.0% 11.3% 11.1% 1.22 Growth & Value
    5.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.6% 15.2% 11.4% 11.5% 1.28 Growth & Value
    6.
    Locating firms with a high proportion of cash to share price.
    10.8% 18.3% 7.5% 5.8% 11.3% 1.38 Value
    7.
    Using the dividend-yield approach to invest during volatile markets.
    5.5% 19.0% 16.4% 7.3% 9.5% 0.97 Growth & Value
    8.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    6.8% 16.3% 16.3% 3.3% 3.1% 1.22 Value
    9.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    4.8% 20.1% 18.6% -0.2% 2.5% 1.58 Value
    10.
    Dow Jones 30
    4.9% 13.3% 12.4% 5.7% 4.8% 0.97 Indexes
    11.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    7.7% 17.4% 14.4% 7.8% 11.0% 1.25 Growth & Value
    12.
    Utilizing contrarian stocks with upward earnings revisions.
    4.5% 20.1% 22.0% 15.8% 16.1% 1.36 Earnings Estimates
    13.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.6% 17.0% 21.0% 19.1% 13.0% 2.26 Growth With Price Momentum
    14.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    -1.7% 12.8% 11.7% 7.9% 14.2% 1.54 Growth
    15.
    Introduction to the use of earnings estimates.
    -13.9% 3.2% 3.1% 1.4% 0.2% 1.95 Earnings Estimates
    16.
    Introduction to the use of earnings estimates.
    -19.0% 0.9% 2.6% -0.1% -0.1% 2.33 Earnings Estimates
    17.
    Introduction to the use of earnings estimates.
    0.2% 20.8% 23.6% 24.2% 25.2% 1.83 Earnings Estimates
    18.
    Introduction to the use of earnings estimates.
    -1.7% 20.2% 21.5% 24.0% 26.8% 1.76 Earnings Estimates
    19.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    17.4% 13.2% -1.4% 1.6% 5.1% 2.20 Growth & Value
    20.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -31.6% -0.9% 8.7% 1.6% 9.4% 2.26 Growth With Price Momentum
    21.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -2.1% 11.2% 2.8% 6.5% 14.3% 2.14 Growth & Value
    22.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    -10.6% 4.2% 0.3% 7.7% 13.1% 1.71 Value
    23.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -2.7% 16.2% 19.0% 17.1% 17.0% 1.37 Value
    24.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.4% 8.8% 9.7% 7.9% 8.3% 0.94 Value
    25.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.7% 1.9% 8.6% 14.6% 16.4% 1.75 Value
    26.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    32.1% 7.9% 13.1% 25.5% 21.9% 1.75 Value
    27.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.1% 18.0% 17.6% 8.0% 10.9% 1.19 Growth
    28.
    A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    -16.6% 5.4% -3.0% -5.1% -1.3% 1.87 Specialty
    29.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    16.7% 19.5% 16.3% 9.0% 7.8% 1.26 Growth
    30.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.8% 7.6% 9.5% 13.9% 7.9% 1.37 Growth & Value
    31.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.1% -5.1% 4.4% 15.2% 15.3% 2.15 Growth With Price Momentum
    32.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -17.4% -0.4% -3.3% 10.7% 10.0% 2.21 Growth & Value
    33.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    6.5% 15.3% 16.3% 14.7% 14.3% 1.20 Value With Price Momentum
    34.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    0.0% 4.6% 5.7% 7.7% 12.0% 1.24 Growth & Value
    35.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -10.8% 5.7% 3.2% 4.3% 9.9% 1.65 Value
    36.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -3.7% -1.5% -2.6% -5.8% 12.2% 2.71 Growth & Value With Price Momentum
    37.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -13.5% -19.7% 5.2% 14.0% 15.6% 2.99 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…
    -52.3% -27.1% -24.6% -12.0% -0.8% 1.58 Growth & 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.
    9.9% 24.2% 15.1% 6.6% -1.2% 2.77 Growth & Value
    40.
    NASDAQ 100
    15.8% 20.8% 20.1% 10.8% 8.9% 1.80 Indexes
    41.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.3% 16.3% 18.4% 11.4% 18.8% 1.64 Growth & Value
    42.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    56.0% 30.9% 10.5% 21.0% 25.9% 1.92 Growth With Price Momentum
    43.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    3.2% 14.5% 13.5% 8.0% 16.2% 1.39 Growth With Price Momentum
    44.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    48.0% 30.5% 19.7% 11.2% 18.7% 1.86 Growth With Price Momentum
    45.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 10.2% 11.9% 8.7% 11.0% 1.38 Value With Price Momentum
    46.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.4% 21.1% 18.0% 11.6% 16.7% 1.51 Value With Price Momentum
    47.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.3% 18.3% 16.1% 7.0% 7.3% 1.23 Value With Price Momentum
    48.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -2.9% 24.6% 21.4% 15.0% 18.6% 1.53 Value With Price Momentum
    49.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    18.8% 29.2% 18.8% 11.2% 25.7% 1.93 Value With Price Momentum
    50.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.9% 13.9% 9.3% 3.0% 5.9% 1.34 Value
    51.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -3.6% 21.2% 17.8% 9.3% 13.6% 1.92 Growth & Value With Price Momentum
    52.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    4.3% 15.6% 17.4% 15.0% 16.4% 1.13 Earnings Estimates
    53.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    3.4% 56.5% 33.9% 26.7% 29.8% 2.06 Value
    54.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    12.6% 31.3% 27.4% 18.9% 20.9% 1.78 Value
    55.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -3.5% 14.1% 15.9% 10.2% 15.2% 1.33 Growth & Value
    56.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.9% 10.6% 13.7% 9.8% 12.4% 1.29 Growth
    57.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    50.3% 32.4% 30.3% 14.3% 14.2% 1.81 Growth & Value
    58.
    S&P 500
    9.2% 17.2% 14.3% 6.0% 4.4% 1.00 Indexes
    59.
    S&P 500 Growth (TR)
    12.6% 19.7% 17.4% 8.9% 6.4% 1.10 Indexes
    60.
    S&P 500 Value (TR)
    9.4% 19.9% 16.1% 7.7% 6.0% 1.00 Indexes
    61.
    S&P MidCap 400
    5.7% 16.9% 16.6% 8.9% 9.0% 1.20 Indexes
    62.
    S&P MidCap 400 Growth (TR)
    4.8% 20.0% 19.3% 11.3% 12.0% 1.31 Indexes
    63.
    S&P MidCap 400 Value (TR)
    9.2% 21.3% 18.7% 10.4% 8.9% 1.12 Indexes
    64.
    S&P SmallCap 600
    2.1% 18.5% 17.8% 8.6% 8.2% 1.27 Indexes
    65.
    S&P SmallCap 600 Growth (TR)
    1.8% 19.0% 19.9% 10.5% 9.6% 1.32 Indexes
    66.
    S&P SmallCap 600 Value (TR)
    4.4% 19.6% 18.0% 9.2% 8.8% 1.23 Indexes
    67.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -17.2% 2.4% -2.2% 3.6% 9.7% 1.92 Value
    68.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    4.6% 16.4% 33.9% 14.3% 20.4% 1.46 Growth & Value With Price Momentum
    69.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    4.4% 4.5% 24.4% 9.9% 10.1% 1.67 Growth & Value
    70.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.2% 22.9% 19.0% 11.2% 10.9% 1.26 Growth & Value
    71.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 21.9% 21.7% 15.0% 19.7% 1.34 Growth & Value With Price Momentum
    72.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    0.0% 15.1% 18.9% 10.5% 14.3% 1.06 Growth & Value With Price Momentum
    73.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.1% 22.4% 18.2% 11.4% 10.0% 1.44 Growth & Value
    74.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    8.8% 15.8% 18.1% 10.9% 11.2% 1.22 Value
    75.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -24.8% 2.1% 0.6% 1.4% 16.7% 1.89 Growth & Value
  • Benchmark: S&P 500 9.2% 17.2% 14.3% 6% 4.4% 1.00
  •               

                NOTE: The next update, with 11/30/14 data, will take place on 12/15/14.