Stock Screens

The purpose of AAII's Stock Screen area is to provide you with access to a wide range of stock strategies and investment approaches. We update our stock screens monthly, covering over 60 stock investment strategies as well as the companies that pass each screen.

NOTE: The next update, with 4/29/16 data, will take place on 5/13/16.
Data as of 3/31/2016
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.
    Foolish Small Cap 8 - The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    » View the Strategy
    17.2%
    13.5%
    2.6%
    2.1%
    11.5%
    2.37
    Growth With Price Momentum
    2.
    Oberweis Octagon - Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    » View the Strategy
    13.6%
    0.3%
    3.9%
    4.0%
    11.8%
    1.93
    Growth & Value With Price Momentum
    3.
    Est Rev: Lowest 30 Down - Introduction to the use of earnings estimates.
    » View the Strategy
    11.7%
    -3.4%
    -7.0%
    -3.7%
    -0.4%
    2.31
    Earnings Estimates
    4.
    Graham--Defensive Investor (Utility) - Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    » View the Strategy
    10.2%
    6.1%
    7.2%
    5.3%
    7.9%
    1.00
    Value
    5.
    MAGNET Simple Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    9.4%
    6.2%
    -12.5%
    1.9%
    2.3%
    2.23
    Growth & Value With Price Momentum
    6.
    Graham--Defensive Investor (Non-Utility) - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    9.2%
    4.1%
    6.6%
    10.0%
    15.0%
    1.38
    Value
    7.
    Weiss Blue Chip Div Yield - A conservative, blue-chip investment style with a value approach that emphasizes selecting stocks with favorable dividend yields.
    » View the Strategy
    8.7%
    3.7%
    7.4%
    7.4%
    9.7%
    1.23
    Value
    8.
    T. Rowe Price - Price's long-standing approach focuses on growth stocks but avoids over-glamorized stocks.
    » View the Strategy
    8.4%
    16.0%
    13.5%
    8.4%
    10.7%
    1.66
    Growth & Value
    9.
    Dogs of the Dow - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    7.4%
    8.9%
    11.4%
    3.9%
    3.2%
    1.21
    Value
    10.
    Driehaus - Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    » View the Strategy
    6.8%
    15.3%
    11.1%
    17.9%
    13.6%
    2.22
    Growth With Price Momentum
    11.
    S&P MidCap 400 Value (TR)
    6.4%
    9.2%
    10.0%
    7.5%
    8.3%
    1.12
    Indexes
    12.
    P/E Relative - A screen that looks at the relationship of a stock's price-earnings ratio to that of the industry and market.
    » View the Strategy
    5.8%
    4.1%
    5.8%
    10.0%
    14.7%
    1.14
    Earnings Estimates
    13.
    Dividend (High Relative Yield) - Using the dividend-yield approach to invest during volatile markets.
    » View the Strategy
    5.8%
    7.2%
    8.4%
    5.3%
    8.2%
    0.98
    Growth & Value
    14.
    Dogs of the Dow: Low Priced 5 - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    5.5%
    13.3%
    15.7%
    1.2%
    3.1%
    1.55
    Value
    15.
    O'Shaughnessy: All Cap - Growth-at-a-reasonable-price screen created by James O'Shaughnessy.
    » View the Strategy
    5.5%
    -0.3%
    0.5%
    2.0%
    9.2%
    1.44
    Value With Price Momentum
    16.
    Price-to-Free-Cash-Flow - An exploration of the basics of cash flow analysis and the implementation of a price-to-free-cash-flow screen.
    » View the Strategy
    5.2%
    27.4%
    14.7%
    15.2%
    19.5%
    1.78
    Value
    17.
    S&P SmallCap 600 Value (TR)
    5.2%
    8.6%
    9.4%
    5.8%
    8.1%
    1.22
    Indexes
    18.
    O'Shaughnessy: Growth Market Leaders - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    4.9%
    10.2%
    10.1%
    3.9%
    6.9%
    1.23
    Value With Price Momentum
    19.
    Muhlenkamp - Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment.
    » View the Strategy
    4.9%
    -15.2%
    -21.2%
    -13.1%
    0.5%
    1.57
    Growth & Value With Price Momentum
    20.
    ADR Screen - An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    » View the Strategy
    4.8%
    19.8%
    3.4%
    4.0%
    8.2%
    1.47
    Growth & Value With Price Momentum
    21.
    Magic Formula - Joel Greenblatt's investing approach is based on finding companies with high return on investment that are trading for less than they are worth.
    » View the Strategy
    4.5%
    -4.7%
    -6.7%
    1.6%
    8.2%
    1.63
    Value
    22.
    Price-to-Sales - Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-value ratios or price-earnings ratios.
    » View the Strategy
    4.4%
    5.4%
    4.9%
    5.2%
    13.7%
    1.32
    Growth & Value
    23.
    Est Rev: Down 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    4.3%
    -1.7%
    -5.0%
    -2.5%
    -0.1%
    1.95
    Earnings Estimates
    24.
    Buffett: Hagstrom - Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    » View the Strategy
    4.2%
    11.4%
    12.2%
    10.7%
    14.1%
    1.10
    Growth & Value
    25.
    Templeton - Favorable margins, consistent earnings growth and price-earnings ratios below historical norms.
    » View the Strategy
    4.0%
    6.9%
    11.9%
    8.2%
    9.7%
    1.26
    Growth & Value
    26.
    Buffettology: Sustainable Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    3.6%
    11.1%
    10.0%
    9.5%
    11.0%
    1.27
    Growth & Value
    27.
    S&P MidCap 400
    3.3%
    7.8%
    7.9%
    6.2%
    8.4%
    1.19
    Indexes
    28.
    Return on Equity - A screen that identifies stocks with above average earnings and sales growth that have consistently outperformed their peers measured by ROE.
    » View the Strategy
    2.9%
    5.5%
    4.7%
    5.4%
    11.4%
    1.27
    Growth
    29.
    O'Shaughnessy: Value - Value screen created by James O'Shaughnessy based on his study of a wide range of value approaches.
    » View the Strategy
    2.4%
    0.4%
    2.4%
    -0.6%
    4.5%
    1.34
    Value
    30.
    MAGNET Simple - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    2.3%
    -17.2%
    -15.1%
    -0.1%
    13.6%
    2.95
    Growth & Value With Price Momentum
    31.
    S&P SmallCap 600
    2.3%
    8.9%
    9.0%
    5.7%
    7.6%
    1.26
    Indexes
    32.
    S&P 500 Value (TR)
    2.2%
    9.5%
    10.0%
    5.6%
    5.6%
    1.00
    Indexes
    33.
    Lynch - A strictly bottom-up approach, focusing on companies familiar to the investor.
    » View the Strategy
    2.2%
    -1.4%
    -6.3%
    1.5%
    9.7%
    1.27
    Growth & Value
    34.
    Schloss - This screen looks for stocks hitting new lows, trading at a price lower than book value per share, with no debt and high levels of insider ownership.
    » View the Strategy
    2.1%
    -5.1%
    -10.6%
    -1.0%
    8.5%
    1.92
    Value
    35.
    Lakonishok - Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    » View the Strategy
    1.9%
    7.2%
    7.6%
    11.1%
    13.4%
    1.20
    Value With Price Momentum
    36.
    Piotroski: High F-Score - A study of low price-to-book-value stocks to see if it's possible to establish basic financial criteria to help separate the winners from the losers.
    » View the Strategy
    1.8%
    -4.8%
    12.5%
    14.0%
    23.5%
    2.07
    Value
    37.
    Cash Rich Firms - Locating firms with a high proportion of cash to share price.
    » View the Strategy
    1.6%
    5.6%
    0.6%
    2.5%
    9.5%
    1.37
    Value
    38.
    Dow Jones 30
    1.5%
    6.6%
    7.5%
    4.8%
    4.5%
    0.98
    Indexes
    39.
    Dreman - Avoiding the psychological traps of the market by following the principles of contrarian investing.
    » View the Strategy
    1.3%
    5.7%
    6.6%
    3.5%
    9.8%
    1.25
    Growth & Value
    40.
    S&P MidCap 400 Growth (TR)
    1.2%
    10.4%
    10.4%
    8.4%
    11.4%
    1.29
    Indexes
    41.
    Buffettology: EPS Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    0.9%
    10.9%
    11.7%
    8.6%
    10.5%
    1.21
    Growth & Value
    42.
    S&P 500
    0.8%
    9.5%
    9.2%
    4.8%
    4.2%
    1.00
    Indexes
    43.
    Dreman With Est Revisions - Utilizing contrarian stocks with upward earnings revisions.
    » View the Strategy
    0.7%
    15.2%
    14.8%
    13.4%
    15.7%
    1.35
    Earnings Estimates
    44.
    Kirkpatrick Growth - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    0.5%
    1.5%
    -3.1%
    8.7%
    14.3%
    2.10
    Growth With Price Momentum
    45.
    S&P 500 Growth (TR)
    0.5%
    14.0%
    13.1%
    8.7%
    6.3%
    1.10
    Indexes
    46.
    O'Shaughnessy: Growth - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.5%
    5.9%
    6.2%
    4.9%
    15.0%
    1.50
    Value With Price Momentum
    47.
    S&P SmallCap 600 Growth (TR)
    0.4%
    10.9%
    10.9%
    8.1%
    9.2%
    1.30
    Indexes
    48.
    O'Shaughnessy: Small Cap Growth & Value - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.3%
    7.7%
    9.9%
    8.7%
    17.2%
    1.51
    Value With Price Momentum
    49.
    Fundamental Rule of Thumb - An old value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    » View the Strategy
    0.1%
    4.0%
    -4.5%
    1.7%
    11.9%
    1.69
    Value
    50.
    Est Rev: Up 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -0.2%
    6.3%
    10.2%
    18.0%
    24.7%
    1.76
    Earnings Estimates
    51.
    MAGNET Complex - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -0.7%
    -6.8%
    -4.1%
    -14.7%
    8.4%
    2.73
    Growth & Value With Price Momentum
    52.
    O'Shaughnessy: Tiny Titans - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -0.9%
    12.4%
    9.2%
    5.8%
    23.3%
    1.90
    Value With Price Momentum
    53.
    All Exchange-Listed Stocks
    -1.1%
    4.3%
    3.7%
    3.6%
    9.0%
    1.37
    Indexes
    54.
    Dual Cash Flow - An analysis that can provide advance notice that a company may be facing financial trouble, though earnings and sales appear strong.
    » View the Strategy
    -1.4%
    1.4%
    -1.6%
    1.6%
    11.7%
    1.54
    Growth
    55.
    Value on the Move--PEG With Hist Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -1.6%
    13.6%
    9.7%
    7.5%
    13.7%
    1.05
    Growth & Value With Price Momentum
    56.
    Wanger (Revised) - First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    » View the Strategy
    -2.2%
    9.9%
    9.6%
    6.2%
    8.7%
    1.42
    Growth & Value
    57.
    NASDAQ 100
    -2.4%
    16.7%
    13.9%
    10.2%
    8.6%
    1.78
    Indexes
    58.
    O'Neil's CAN SLIM No Float - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -3.1%
    8.8%
    8.8%
    5.7%
    15.2%
    1.38
    Growth With Price Momentum
    59.
    MAGNET Complex Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    -3.3%
    -20.7%
    -17.2%
    -5.4%
    1.9%
    2.20
    Growth & Value With Price Momentum
    60.
    Kirkpatrick Bargain - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -3.6%
    -3.4%
    0.5%
    6.2%
    6.9%
    1.36
    Growth & Value
    61.
    Value on the Move--PEG With Est Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -3.6%
    14.9%
    11.5%
    9.5%
    18.1%
    1.34
    Growth & Value With Price Momentum
    62.
    Inve$tWare Quality Growth - The NAIC adopts a simple buy-and-hold, fundamental approach to growth investing.
    » View the Strategy
    -4.0%
    12.1%
    9.5%
    5.4%
    7.1%
    1.27
    Growth
    63.
    Neff - An approach using a stringent contrarian viewpoint—finding undervalued, out-of-favor stocks in the bargain basement that have an optimistic future.
    » View the Strategy
    -4.5%
    -0.2%
    0.7%
    5.5%
    15.6%
    1.63
    Growth & Value
    64.
    Stock Market Winners - A screen that tries to interpret and apply successful trading rules in the real market environment.
    » View the Strategy
    -5.2%
    14.3%
    16.2%
    12.5%
    19.7%
    1.43
    Growth & Value With Price Momentum
    65.
    Kirkpatrick Value - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -5.6%
    -7.2%
    -2.4%
    -0.3%
    8.6%
    2.17
    Growth & Value
    66.
    Graham--Enterprising Investor Revised - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    -6.0%
    8.6%
    2.9%
    18.1%
    20.2%
    1.75
    Value
    67.
    Est Rev: Top 30 Up - Introduction to the use of earnings estimates.
    » View the Strategy
    -6.2%
    10.6%
    10.9%
    17.5%
    23.5%
    1.82
    Earnings Estimates
    68.
    O'Neil's CAN SLIM - An approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    » View the Strategy
    -7.2%
    5.1%
    6.2%
    12.0%
    21.9%
    1.92
    Growth With Price Momentum
    69.
    O'Neil's CAN SLIM Revised 3rd Edition - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -7.5%
    32.3%
    15.0%
    10.6%
    17.9%
    1.86
    Growth With Price Momentum
    70.
    Murphy Technology - An approach that identifies technology stocks with high R&D spending, strong margins and growth, but selling at attractive values.
    » View the Strategy
    -10.0%
    -2.6%
    0.9%
    -1.8%
    -3.2%
    2.73
    Growth & Value
    71.
    Zweig - A strategy that seeks to identify companies with strong growth, a reasonable price-earnings ratio and strong price action.
    » View the Strategy
    -12.2%
    -6.0%
    -6.1%
    -4.2%
    14.9%
    1.89
    Growth & Value
    72.
    Fisher (Philip) - A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    » View the Strategy
    -19.6%
    5.1%
    -5.7%
    -1.8%
    3.6%
    2.21
    Growth & Value
    73.
    Rule #1 Investing - Adapted from Phil Town's Rule #1 book, this screen attempts to identify wonderful companies with attractive prices.
    » View the Strategy
    -19.7%
    -3.7%
    0.5%
    3.2%
    8.0%
    1.89
    Growth & Value
    74.
    Insider Net Purchases - A stock screen designed to find small-cap companies that have more stock purchased than sold by insiders.
    » View the Strategy
    -20.4%
    -15.6%
    -11.9%
    -9.9%
    -3.3%
    1.91
    Specialty
    75.
    Foolish Small Cap 8 Revised - The Motley Fool's small-cap screen with recent revisions they've made to update the screen.
    » View the Strategy
    -24.2%
    -10.3%
    -10.1%
    -1.6%
    10.8%
    2.38
    Growth & Value

    3-Year


  •            Screen
    Annual Price Gain (%)
    Risk Index

    Category
    YTD          3 Yr 5 Yr 10 Yr Inception
  • 1.
    O'Neil's CAN SLIM Revised 3rd Edition - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -7.5%
    32.3%
    15.0%
    10.6%
    17.9%
    1.86
    Growth With Price Momentum
    2.
    Price-to-Free-Cash-Flow - An exploration of the basics of cash flow analysis and the implementation of a price-to-free-cash-flow screen.
    » View the Strategy
    5.2%
    27.4%
    14.7%
    15.2%
    19.5%
    1.78
    Value
    3.
    ADR Screen - An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    » View the Strategy
    4.8%
    19.8%
    3.4%
    4.0%
    8.2%
    1.47
    Growth & Value With Price Momentum
    4.
    NASDAQ 100
    -2.4%
    16.7%
    13.9%
    10.2%
    8.6%
    1.78
    Indexes
    5.
    T. Rowe Price - Price's long-standing approach focuses on growth stocks but avoids over-glamorized stocks.
    » View the Strategy
    8.4%
    16.0%
    13.5%
    8.4%
    10.7%
    1.66
    Growth & Value
    6.
    Driehaus - Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    » View the Strategy
    6.8%
    15.3%
    11.1%
    17.9%
    13.6%
    2.22
    Growth With Price Momentum
    7.
    Dreman With Est Revisions - Utilizing contrarian stocks with upward earnings revisions.
    » View the Strategy
    0.7%
    15.2%
    14.8%
    13.4%
    15.7%
    1.35
    Earnings Estimates
    8.
    Value on the Move--PEG With Est Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -3.6%
    14.9%
    11.5%
    9.5%
    18.1%
    1.34
    Growth & Value With Price Momentum
    9.
    Stock Market Winners - A screen that tries to interpret and apply successful trading rules in the real market environment.
    » View the Strategy
    -5.2%
    14.3%
    16.2%
    12.5%
    19.7%
    1.43
    Growth & Value With Price Momentum
    10.
    S&P 500 Growth (TR)
    0.5%
    14.0%
    13.1%
    8.7%
    6.3%
    1.10
    Indexes
    11.
    Value on the Move--PEG With Hist Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -1.6%
    13.6%
    9.7%
    7.5%
    13.7%
    1.05
    Growth & Value With Price Momentum
    12.
    Foolish Small Cap 8 - The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    » View the Strategy
    17.2%
    13.5%
    2.6%
    2.1%
    11.5%
    2.37
    Growth With Price Momentum
    13.
    Dogs of the Dow: Low Priced 5 - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    5.5%
    13.3%
    15.7%
    1.2%
    3.1%
    1.55
    Value
    14.
    O'Shaughnessy: Tiny Titans - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -0.9%
    12.4%
    9.2%
    5.8%
    23.3%
    1.90
    Value With Price Momentum
    15.
    Inve$tWare Quality Growth - The NAIC adopts a simple buy-and-hold, fundamental approach to growth investing.
    » View the Strategy
    -4.0%
    12.1%
    9.5%
    5.4%
    7.1%
    1.27
    Growth
    16.
    Buffett: Hagstrom - Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    » View the Strategy
    4.2%
    11.4%
    12.2%
    10.7%
    14.1%
    1.10
    Growth & Value
    17.
    Buffettology: Sustainable Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    3.6%
    11.1%
    10.0%
    9.5%
    11.0%
    1.27
    Growth & Value
    18.
    Buffettology: EPS Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    0.9%
    10.9%
    11.7%
    8.6%
    10.5%
    1.21
    Growth & Value
    19.
    S&P SmallCap 600 Growth (TR)
    0.4%
    10.9%
    10.9%
    8.1%
    9.2%
    1.30
    Indexes
    20.
    Est Rev: Top 30 Up - Introduction to the use of earnings estimates.
    » View the Strategy
    -6.2%
    10.6%
    10.9%
    17.5%
    23.5%
    1.82
    Earnings Estimates
    21.
    S&P MidCap 400 Growth (TR)
    1.2%
    10.4%
    10.4%
    8.4%
    11.4%
    1.29
    Indexes
    22.
    O'Shaughnessy: Growth Market Leaders - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    4.9%
    10.2%
    10.1%
    3.9%
    6.9%
    1.23
    Value With Price Momentum
    23.
    Wanger (Revised) - First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    » View the Strategy
    -2.2%
    9.9%
    9.6%
    6.2%
    8.7%
    1.42
    Growth & Value
    24.
    S&P 500 Value (TR)
    2.2%
    9.5%
    10.0%
    5.6%
    5.6%
    1.00
    Indexes
    25.
    S&P 500
    0.8%
    9.5%
    9.2%
    4.8%
    4.2%
    1.00
    Indexes
    26.
    S&P MidCap 400 Value (TR)
    6.4%
    9.2%
    10.0%
    7.5%
    8.3%
    1.12
    Indexes
    27.
    S&P SmallCap 600
    2.3%
    8.9%
    9.0%
    5.7%
    7.6%
    1.26
    Indexes
    28.
    Dogs of the Dow - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    7.4%
    8.9%
    11.4%
    3.9%
    3.2%
    1.21
    Value
    29.
    O'Neil's CAN SLIM No Float - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -3.1%
    8.8%
    8.8%
    5.7%
    15.2%
    1.38
    Growth With Price Momentum
    30.
    S&P SmallCap 600 Value (TR)
    5.2%
    8.6%
    9.4%
    5.8%
    8.1%
    1.22
    Indexes
    31.
    Graham--Enterprising Investor Revised - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    -6.0%
    8.6%
    2.9%
    18.1%
    20.2%
    1.75
    Value
    32.
    S&P MidCap 400
    3.3%
    7.8%
    7.9%
    6.2%
    8.4%
    1.19
    Indexes
    33.
    O'Shaughnessy: Small Cap Growth & Value - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.3%
    7.7%
    9.9%
    8.7%
    17.2%
    1.51
    Value With Price Momentum
    34.
    Lakonishok - Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    » View the Strategy
    1.9%
    7.2%
    7.6%
    11.1%
    13.4%
    1.20
    Value With Price Momentum
    35.
    Dividend (High Relative Yield) - Using the dividend-yield approach to invest during volatile markets.
    » View the Strategy
    5.8%
    7.2%
    8.4%
    5.3%
    8.2%
    0.98
    Growth & Value
    36.
    Templeton - Favorable margins, consistent earnings growth and price-earnings ratios below historical norms.
    » View the Strategy
    4.0%
    6.9%
    11.9%
    8.2%
    9.7%
    1.26
    Growth & Value
    37.
    Dow Jones 30
    1.5%
    6.6%
    7.5%
    4.8%
    4.5%
    0.98
    Indexes
    38.
    Est Rev: Up 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -0.2%
    6.3%
    10.2%
    18.0%
    24.7%
    1.76
    Earnings Estimates
    39.
    MAGNET Simple Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    9.4%
    6.2%
    -12.5%
    1.9%
    2.3%
    2.23
    Growth & Value With Price Momentum
    40.
    Graham--Defensive Investor (Utility) - Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    » View the Strategy
    10.2%
    6.1%
    7.2%
    5.3%
    7.9%
    1.00
    Value
    41.
    O'Shaughnessy: Growth - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.5%
    5.9%
    6.2%
    4.9%
    15.0%
    1.50
    Value With Price Momentum
    42.
    Dreman - Avoiding the psychological traps of the market by following the principles of contrarian investing.
    » View the Strategy
    1.3%
    5.7%
    6.6%
    3.5%
    9.8%
    1.25
    Growth & Value
    43.
    Cash Rich Firms - Locating firms with a high proportion of cash to share price.
    » View the Strategy
    1.6%
    5.6%
    0.6%
    2.5%
    9.5%
    1.37
    Value
    44.
    Return on Equity - A screen that identifies stocks with above average earnings and sales growth that have consistently outperformed their peers measured by ROE.
    » View the Strategy
    2.9%
    5.5%
    4.7%
    5.4%
    11.4%
    1.27
    Growth
    45.
    Price-to-Sales - Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-value ratios or price-earnings ratios.
    » View the Strategy
    4.4%
    5.4%
    4.9%
    5.2%
    13.7%
    1.32
    Growth & Value
    46.
    O'Neil's CAN SLIM - An approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    » View the Strategy
    -7.2%
    5.1%
    6.2%
    12.0%
    21.9%
    1.92
    Growth With Price Momentum
    47.
    Fisher (Philip) - A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    » View the Strategy
    -19.6%
    5.1%
    -5.7%
    -1.8%
    3.6%
    2.21
    Growth & Value
    48.
    All Exchange-Listed Stocks
    -1.1%
    4.3%
    3.7%
    3.6%
    9.0%
    1.37
    Indexes
    49.
    Graham--Defensive Investor (Non-Utility) - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    9.2%
    4.1%
    6.6%
    10.0%
    15.0%
    1.38
    Value
    50.
    P/E Relative - A screen that looks at the relationship of a stock's price-earnings ratio to that of the industry and market.
    » View the Strategy
    5.8%
    4.1%
    5.8%
    10.0%
    14.7%
    1.14
    Earnings Estimates
    51.
    Fundamental Rule of Thumb - An old value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    » View the Strategy
    0.1%
    4.0%
    -4.5%
    1.7%
    11.9%
    1.69
    Value
    52.
    Weiss Blue Chip Div Yield - A conservative, blue-chip investment style with a value approach that emphasizes selecting stocks with favorable dividend yields.
    » View the Strategy
    8.7%
    3.7%
    7.4%
    7.4%
    9.7%
    1.23
    Value
    53.
    Kirkpatrick Growth - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    0.5%
    1.5%
    -3.1%
    8.7%
    14.3%
    2.10
    Growth With Price Momentum
    54.
    Dual Cash Flow - An analysis that can provide advance notice that a company may be facing financial trouble, though earnings and sales appear strong.
    » View the Strategy
    -1.4%
    1.4%
    -1.6%
    1.6%
    11.7%
    1.54
    Growth
    55.
    O'Shaughnessy: Value - Value screen created by James O'Shaughnessy based on his study of a wide range of value approaches.
    » View the Strategy
    2.4%
    0.4%
    2.4%
    -0.6%
    4.5%
    1.34
    Value
    56.
    Oberweis Octagon - Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    » View the Strategy
    13.6%
    0.3%
    3.9%
    4.0%
    11.8%
    1.93
    Growth & Value With Price Momentum
    57.
    Neff - An approach using a stringent contrarian viewpoint—finding undervalued, out-of-favor stocks in the bargain basement that have an optimistic future.
    » View the Strategy
    -4.5%
    -0.2%
    0.7%
    5.5%
    15.6%
    1.63
    Growth & Value
    58.
    O'Shaughnessy: All Cap - Growth-at-a-reasonable-price screen created by James O'Shaughnessy.
    » View the Strategy
    5.5%
    -0.3%
    0.5%
    2.0%
    9.2%
    1.44
    Value With Price Momentum
    59.
    Lynch - A strictly bottom-up approach, focusing on companies familiar to the investor.
    » View the Strategy
    2.2%
    -1.4%
    -6.3%
    1.5%
    9.7%
    1.27
    Growth & Value
    60.
    Est Rev: Down 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    4.3%
    -1.7%
    -5.0%
    -2.5%
    -0.1%
    1.95
    Earnings Estimates
    61.
    Murphy Technology - An approach that identifies technology stocks with high R&D spending, strong margins and growth, but selling at attractive values.
    » View the Strategy
    -10.0%
    -2.6%
    0.9%
    -1.8%
    -3.2%
    2.73
    Growth & Value
    62.
    Est Rev: Lowest 30 Down - Introduction to the use of earnings estimates.
    » View the Strategy
    11.7%
    -3.4%
    -7.0%
    -3.7%
    -0.4%
    2.31
    Earnings Estimates
    63.
    Kirkpatrick Bargain - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -3.6%
    -3.4%
    0.5%
    6.2%
    6.9%
    1.36
    Growth & Value
    64.
    Rule #1 Investing - Adapted from Phil Town's Rule #1 book, this screen attempts to identify wonderful companies with attractive prices.
    » View the Strategy
    -19.7%
    -3.7%
    0.5%
    3.2%
    8.0%
    1.89
    Growth & Value
    65.
    Magic Formula - Joel Greenblatt's investing approach is based on finding companies with high return on investment that are trading for less than they are worth.
    » View the Strategy
    4.5%
    -4.7%
    -6.7%
    1.6%
    8.2%
    1.63
    Value
    66.
    Piotroski: High F-Score - A study of low price-to-book-value stocks to see if it's possible to establish basic financial criteria to help separate the winners from the losers.
    » View the Strategy
    1.8%
    -4.8%
    12.5%
    14.0%
    23.5%
    2.07
    Value
    67.
    Schloss - This screen looks for stocks hitting new lows, trading at a price lower than book value per share, with no debt and high levels of insider ownership.
    » View the Strategy
    2.1%
    -5.1%
    -10.6%
    -1.0%
    8.5%
    1.92
    Value
    68.
    Zweig - A strategy that seeks to identify companies with strong growth, a reasonable price-earnings ratio and strong price action.
    » View the Strategy
    -12.2%
    -6.0%
    -6.1%
    -4.2%
    14.9%
    1.89
    Growth & Value
    69.
    MAGNET Complex - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -0.7%
    -6.8%
    -4.1%
    -14.7%
    8.4%
    2.73
    Growth & Value With Price Momentum
    70.
    Kirkpatrick Value - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -5.6%
    -7.2%
    -2.4%
    -0.3%
    8.6%
    2.17
    Growth & Value
    71.
    Foolish Small Cap 8 Revised - The Motley Fool's small-cap screen with recent revisions they've made to update the screen.
    » View the Strategy
    -24.2%
    -10.3%
    -10.1%
    -1.6%
    10.8%
    2.38
    Growth & Value
    72.
    Muhlenkamp - Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment.
    » View the Strategy
    4.9%
    -15.2%
    -21.2%
    -13.1%
    0.5%
    1.57
    Growth & Value With Price Momentum
    73.
    Insider Net Purchases - A stock screen designed to find small-cap companies that have more stock purchased than sold by insiders.
    » View the Strategy
    -20.4%
    -15.6%
    -11.9%
    -9.9%
    -3.3%
    1.91
    Specialty
    74.
    MAGNET Simple - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    2.3%
    -17.2%
    -15.1%
    -0.1%
    13.6%
    2.95
    Growth & Value With Price Momentum
    75.
    MAGNET Complex Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    -3.3%
    -20.7%
    -17.2%
    -5.4%
    1.9%
    2.20
    Growth & Value With Price Momentum

    5-Year


  •            Screen
    Annual Price Gain (%)
    Risk Index

    Category
    YTD          3 Yr 5 Yr 10 Yr Inception
  • 1.
    Stock Market Winners - A screen that tries to interpret and apply successful trading rules in the real market environment.
    » View the Strategy
    -5.2%
    14.3%
    16.2%
    12.5%
    19.7%
    1.43
    Growth & Value With Price Momentum
    2.
    Dogs of the Dow: Low Priced 5 - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    5.5%
    13.3%
    15.7%
    1.2%
    3.1%
    1.55
    Value
    3.
    O'Neil's CAN SLIM Revised 3rd Edition - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -7.5%
    32.3%
    15.0%
    10.6%
    17.9%
    1.86
    Growth With Price Momentum
    4.
    Dreman With Est Revisions - Utilizing contrarian stocks with upward earnings revisions.
    » View the Strategy
    0.7%
    15.2%
    14.8%
    13.4%
    15.7%
    1.35
    Earnings Estimates
    5.
    Price-to-Free-Cash-Flow - An exploration of the basics of cash flow analysis and the implementation of a price-to-free-cash-flow screen.
    » View the Strategy
    5.2%
    27.4%
    14.7%
    15.2%
    19.5%
    1.78
    Value
    6.
    NASDAQ 100
    -2.4%
    16.7%
    13.9%
    10.2%
    8.6%
    1.78
    Indexes
    7.
    T. Rowe Price - Price's long-standing approach focuses on growth stocks but avoids over-glamorized stocks.
    » View the Strategy
    8.4%
    16.0%
    13.5%
    8.4%
    10.7%
    1.66
    Growth & Value
    8.
    S&P 500 Growth (TR)
    0.5%
    14.0%
    13.1%
    8.7%
    6.3%
    1.10
    Indexes
    9.
    Piotroski: High F-Score - A study of low price-to-book-value stocks to see if it's possible to establish basic financial criteria to help separate the winners from the losers.
    » View the Strategy
    1.8%
    -4.8%
    12.5%
    14.0%
    23.5%
    2.07
    Value
    10.
    Buffett: Hagstrom - Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    » View the Strategy
    4.2%
    11.4%
    12.2%
    10.7%
    14.1%
    1.10
    Growth & Value
    11.
    Templeton - Favorable margins, consistent earnings growth and price-earnings ratios below historical norms.
    » View the Strategy
    4.0%
    6.9%
    11.9%
    8.2%
    9.7%
    1.26
    Growth & Value
    12.
    Buffettology: EPS Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    0.9%
    10.9%
    11.7%
    8.6%
    10.5%
    1.21
    Growth & Value
    13.
    Value on the Move--PEG With Est Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -3.6%
    14.9%
    11.5%
    9.5%
    18.1%
    1.34
    Growth & Value With Price Momentum
    14.
    Dogs of the Dow - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    7.4%
    8.9%
    11.4%
    3.9%
    3.2%
    1.21
    Value
    15.
    Driehaus - Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    » View the Strategy
    6.8%
    15.3%
    11.1%
    17.9%
    13.6%
    2.22
    Growth With Price Momentum
    16.
    Est Rev: Top 30 Up - Introduction to the use of earnings estimates.
    » View the Strategy
    -6.2%
    10.6%
    10.9%
    17.5%
    23.5%
    1.82
    Earnings Estimates
    17.
    S&P SmallCap 600 Growth (TR)
    0.4%
    10.9%
    10.9%
    8.1%
    9.2%
    1.30
    Indexes
    18.
    S&P MidCap 400 Growth (TR)
    1.2%
    10.4%
    10.4%
    8.4%
    11.4%
    1.29
    Indexes
    19.
    Est Rev: Up 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -0.2%
    6.3%
    10.2%
    18.0%
    24.7%
    1.76
    Earnings Estimates
    20.
    O'Shaughnessy: Growth Market Leaders - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    4.9%
    10.2%
    10.1%
    3.9%
    6.9%
    1.23
    Value With Price Momentum
    21.
    S&P MidCap 400 Value (TR)
    6.4%
    9.2%
    10.0%
    7.5%
    8.3%
    1.12
    Indexes
    22.
    S&P 500 Value (TR)
    2.2%
    9.5%
    10.0%
    5.6%
    5.6%
    1.00
    Indexes
    23.
    Buffettology: Sustainable Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    3.6%
    11.1%
    10.0%
    9.5%
    11.0%
    1.27
    Growth & Value
    24.
    O'Shaughnessy: Small Cap Growth & Value - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.3%
    7.7%
    9.9%
    8.7%
    17.2%
    1.51
    Value With Price Momentum
    25.
    Value on the Move--PEG With Hist Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -1.6%
    13.6%
    9.7%
    7.5%
    13.7%
    1.05
    Growth & Value With Price Momentum
    26.
    Wanger (Revised) - First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    » View the Strategy
    -2.2%
    9.9%
    9.6%
    6.2%
    8.7%
    1.42
    Growth & Value
    27.
    Inve$tWare Quality Growth - The NAIC adopts a simple buy-and-hold, fundamental approach to growth investing.
    » View the Strategy
    -4.0%
    12.1%
    9.5%
    5.4%
    7.1%
    1.27
    Growth
    28.
    S&P SmallCap 600 Value (TR)
    5.2%
    8.6%
    9.4%
    5.8%
    8.1%
    1.22
    Indexes
    29.
    S&P 500
    0.8%
    9.5%
    9.2%
    4.8%
    4.2%
    1.00
    Indexes
    30.
    O'Shaughnessy: Tiny Titans - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -0.9%
    12.4%
    9.2%
    5.8%
    23.3%
    1.90
    Value With Price Momentum
    31.
    S&P SmallCap 600
    2.3%
    8.9%
    9.0%
    5.7%
    7.6%
    1.26
    Indexes
    32.
    O'Neil's CAN SLIM No Float - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -3.1%
    8.8%
    8.8%
    5.7%
    15.2%
    1.38
    Growth With Price Momentum
    33.
    Dividend (High Relative Yield) - Using the dividend-yield approach to invest during volatile markets.
    » View the Strategy
    5.8%
    7.2%
    8.4%
    5.3%
    8.2%
    0.98
    Growth & Value
    34.
    S&P MidCap 400
    3.3%
    7.8%
    7.9%
    6.2%
    8.4%
    1.19
    Indexes
    35.
    Lakonishok - Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    » View the Strategy
    1.9%
    7.2%
    7.6%
    11.1%
    13.4%
    1.20
    Value With Price Momentum
    36.
    Dow Jones 30
    1.5%
    6.6%
    7.5%
    4.8%
    4.5%
    0.98
    Indexes
    37.
    Weiss Blue Chip Div Yield - A conservative, blue-chip investment style with a value approach that emphasizes selecting stocks with favorable dividend yields.
    » View the Strategy
    8.7%
    3.7%
    7.4%
    7.4%
    9.7%
    1.23
    Value
    38.
    Graham--Defensive Investor (Utility) - Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    » View the Strategy
    10.2%
    6.1%
    7.2%
    5.3%
    7.9%
    1.00
    Value
    39.
    Graham--Defensive Investor (Non-Utility) - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    9.2%
    4.1%
    6.6%
    10.0%
    15.0%
    1.38
    Value
    40.
    Dreman - Avoiding the psychological traps of the market by following the principles of contrarian investing.
    » View the Strategy
    1.3%
    5.7%
    6.6%
    3.5%
    9.8%
    1.25
    Growth & Value
    41.
    O'Neil's CAN SLIM - An approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    » View the Strategy
    -7.2%
    5.1%
    6.2%
    12.0%
    21.9%
    1.92
    Growth With Price Momentum
    42.
    O'Shaughnessy: Growth - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.5%
    5.9%
    6.2%
    4.9%
    15.0%
    1.50
    Value With Price Momentum
    43.
    P/E Relative - A screen that looks at the relationship of a stock's price-earnings ratio to that of the industry and market.
    » View the Strategy
    5.8%
    4.1%
    5.8%
    10.0%
    14.7%
    1.14
    Earnings Estimates
    44.
    Price-to-Sales - Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-value ratios or price-earnings ratios.
    » View the Strategy
    4.4%
    5.4%
    4.9%
    5.2%
    13.7%
    1.32
    Growth & Value
    45.
    Return on Equity - A screen that identifies stocks with above average earnings and sales growth that have consistently outperformed their peers measured by ROE.
    » View the Strategy
    2.9%
    5.5%
    4.7%
    5.4%
    11.4%
    1.27
    Growth
    46.
    Oberweis Octagon - Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    » View the Strategy
    13.6%
    0.3%
    3.9%
    4.0%
    11.8%
    1.93
    Growth & Value With Price Momentum
    47.
    All Exchange-Listed Stocks
    -1.1%
    4.3%
    3.7%
    3.6%
    9.0%
    1.37
    Indexes
    48.
    ADR Screen - An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    » View the Strategy
    4.8%
    19.8%
    3.4%
    4.0%
    8.2%
    1.47
    Growth & Value With Price Momentum
    49.
    Graham--Enterprising Investor Revised - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    -6.0%
    8.6%
    2.9%
    18.1%
    20.2%
    1.75
    Value
    50.
    Foolish Small Cap 8 - The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    » View the Strategy
    17.2%
    13.5%
    2.6%
    2.1%
    11.5%
    2.37
    Growth With Price Momentum
    51.
    O'Shaughnessy: Value - Value screen created by James O'Shaughnessy based on his study of a wide range of value approaches.
    » View the Strategy
    2.4%
    0.4%
    2.4%
    -0.6%
    4.5%
    1.34
    Value
    52.
    Murphy Technology - An approach that identifies technology stocks with high R&D spending, strong margins and growth, but selling at attractive values.
    » View the Strategy
    -10.0%
    -2.6%
    0.9%
    -1.8%
    -3.2%
    2.73
    Growth & Value
    53.
    Neff - An approach using a stringent contrarian viewpoint—finding undervalued, out-of-favor stocks in the bargain basement that have an optimistic future.
    » View the Strategy
    -4.5%
    -0.2%
    0.7%
    5.5%
    15.6%
    1.63
    Growth & Value
    54.
    Cash Rich Firms - Locating firms with a high proportion of cash to share price.
    » View the Strategy
    1.6%
    5.6%
    0.6%
    2.5%
    9.5%
    1.37
    Value
    55.
    Kirkpatrick Bargain - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -3.6%
    -3.4%
    0.5%
    6.2%
    6.9%
    1.36
    Growth & Value
    56.
    Rule #1 Investing - Adapted from Phil Town's Rule #1 book, this screen attempts to identify wonderful companies with attractive prices.
    » View the Strategy
    -19.7%
    -3.7%
    0.5%
    3.2%
    8.0%
    1.89
    Growth & Value
    57.
    O'Shaughnessy: All Cap - Growth-at-a-reasonable-price screen created by James O'Shaughnessy.
    » View the Strategy
    5.5%
    -0.3%
    0.5%
    2.0%
    9.2%
    1.44
    Value With Price Momentum
    58.
    Dual Cash Flow - An analysis that can provide advance notice that a company may be facing financial trouble, though earnings and sales appear strong.
    » View the Strategy
    -1.4%
    1.4%
    -1.6%
    1.6%
    11.7%
    1.54
    Growth
    59.
    Kirkpatrick Value - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -5.6%
    -7.2%
    -2.4%
    -0.3%
    8.6%
    2.17
    Growth & Value
    60.
    Kirkpatrick Growth - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    0.5%
    1.5%
    -3.1%
    8.7%
    14.3%
    2.10
    Growth With Price Momentum
    61.
    MAGNET Complex - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -0.7%
    -6.8%
    -4.1%
    -14.7%
    8.4%
    2.73
    Growth & Value With Price Momentum
    62.
    Fundamental Rule of Thumb - An old value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    » View the Strategy
    0.1%
    4.0%
    -4.5%
    1.7%
    11.9%
    1.69
    Value
    63.
    Est Rev: Down 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    4.3%
    -1.7%
    -5.0%
    -2.5%
    -0.1%
    1.95
    Earnings Estimates
    64.
    Fisher (Philip) - A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    » View the Strategy
    -19.6%
    5.1%
    -5.7%
    -1.8%
    3.6%
    2.21
    Growth & Value
    65.
    Zweig - A strategy that seeks to identify companies with strong growth, a reasonable price-earnings ratio and strong price action.
    » View the Strategy
    -12.2%
    -6.0%
    -6.1%
    -4.2%
    14.9%
    1.89
    Growth & Value
    66.
    Lynch - A strictly bottom-up approach, focusing on companies familiar to the investor.
    » View the Strategy
    2.2%
    -1.4%
    -6.3%
    1.5%
    9.7%
    1.27
    Growth & Value
    67.
    Magic Formula - Joel Greenblatt's investing approach is based on finding companies with high return on investment that are trading for less than they are worth.
    » View the Strategy
    4.5%
    -4.7%
    -6.7%
    1.6%
    8.2%
    1.63
    Value
    68.
    Est Rev: Lowest 30 Down - Introduction to the use of earnings estimates.
    » View the Strategy
    11.7%
    -3.4%
    -7.0%
    -3.7%
    -0.4%
    2.31
    Earnings Estimates
    69.
    Foolish Small Cap 8 Revised - The Motley Fool's small-cap screen with recent revisions they've made to update the screen.
    » View the Strategy
    -24.2%
    -10.3%
    -10.1%
    -1.6%
    10.8%
    2.38
    Growth & Value
    70.
    Schloss - This screen looks for stocks hitting new lows, trading at a price lower than book value per share, with no debt and high levels of insider ownership.
    » View the Strategy
    2.1%
    -5.1%
    -10.6%
    -1.0%
    8.5%
    1.92
    Value
    71.
    Insider Net Purchases - A stock screen designed to find small-cap companies that have more stock purchased than sold by insiders.
    » View the Strategy
    -20.4%
    -15.6%
    -11.9%
    -9.9%
    -3.3%
    1.91
    Specialty
    72.
    MAGNET Simple Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    9.4%
    6.2%
    -12.5%
    1.9%
    2.3%
    2.23
    Growth & Value With Price Momentum
    73.
    MAGNET Simple - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    2.3%
    -17.2%
    -15.1%
    -0.1%
    13.6%
    2.95
    Growth & Value With Price Momentum
    74.
    MAGNET Complex Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    -3.3%
    -20.7%
    -17.2%
    -5.4%
    1.9%
    2.20
    Growth & Value With Price Momentum
    75.
    Muhlenkamp - Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment.
    » View the Strategy
    4.9%
    -15.2%
    -21.2%
    -13.1%
    0.5%
    1.57
    Growth & Value With Price Momentum

    10-Year


  •            Screen
    Annual Price Gain (%)
    Risk Index

    Category
    YTD          3 Yr 5 Yr 10 Yr Inception
  • 1.
    Graham--Enterprising Investor Revised - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    -6.0%
    8.6%
    2.9%
    18.1%
    20.2%
    1.75
    Value
    2.
    Est Rev: Up 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -0.2%
    6.3%
    10.2%
    18.0%
    24.7%
    1.76
    Earnings Estimates
    3.
    Driehaus - Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    » View the Strategy
    6.8%
    15.3%
    11.1%
    17.9%
    13.6%
    2.22
    Growth With Price Momentum
    4.
    Est Rev: Top 30 Up - Introduction to the use of earnings estimates.
    » View the Strategy
    -6.2%
    10.6%
    10.9%
    17.5%
    23.5%
    1.82
    Earnings Estimates
    5.
    Price-to-Free-Cash-Flow - An exploration of the basics of cash flow analysis and the implementation of a price-to-free-cash-flow screen.
    » View the Strategy
    5.2%
    27.4%
    14.7%
    15.2%
    19.5%
    1.78
    Value
    6.
    Piotroski: High F-Score - A study of low price-to-book-value stocks to see if it's possible to establish basic financial criteria to help separate the winners from the losers.
    » View the Strategy
    1.8%
    -4.8%
    12.5%
    14.0%
    23.5%
    2.07
    Value
    7.
    Dreman With Est Revisions - Utilizing contrarian stocks with upward earnings revisions.
    » View the Strategy
    0.7%
    15.2%
    14.8%
    13.4%
    15.7%
    1.35
    Earnings Estimates
    8.
    Stock Market Winners - A screen that tries to interpret and apply successful trading rules in the real market environment.
    » View the Strategy
    -5.2%
    14.3%
    16.2%
    12.5%
    19.7%
    1.43
    Growth & Value With Price Momentum
    9.
    O'Neil's CAN SLIM - An approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    » View the Strategy
    -7.2%
    5.1%
    6.2%
    12.0%
    21.9%
    1.92
    Growth With Price Momentum
    10.
    Lakonishok - Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    » View the Strategy
    1.9%
    7.2%
    7.6%
    11.1%
    13.4%
    1.20
    Value With Price Momentum
    11.
    Buffett: Hagstrom - Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    » View the Strategy
    4.2%
    11.4%
    12.2%
    10.7%
    14.1%
    1.10
    Growth & Value
    12.
    O'Neil's CAN SLIM Revised 3rd Edition - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -7.5%
    32.3%
    15.0%
    10.6%
    17.9%
    1.86
    Growth With Price Momentum
    13.
    NASDAQ 100
    -2.4%
    16.7%
    13.9%
    10.2%
    8.6%
    1.78
    Indexes
    14.
    P/E Relative - A screen that looks at the relationship of a stock's price-earnings ratio to that of the industry and market.
    » View the Strategy
    5.8%
    4.1%
    5.8%
    10.0%
    14.7%
    1.14
    Earnings Estimates
    15.
    Graham--Defensive Investor (Non-Utility) - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    9.2%
    4.1%
    6.6%
    10.0%
    15.0%
    1.38
    Value
    16.
    Buffettology: Sustainable Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    3.6%
    11.1%
    10.0%
    9.5%
    11.0%
    1.27
    Growth & Value
    17.
    Value on the Move--PEG With Est Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -3.6%
    14.9%
    11.5%
    9.5%
    18.1%
    1.34
    Growth & Value With Price Momentum
    18.
    Kirkpatrick Growth - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    0.5%
    1.5%
    -3.1%
    8.7%
    14.3%
    2.10
    Growth With Price Momentum
    19.
    S&P 500 Growth (TR)
    0.5%
    14.0%
    13.1%
    8.7%
    6.3%
    1.10
    Indexes
    20.
    O'Shaughnessy: Small Cap Growth & Value - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.3%
    7.7%
    9.9%
    8.7%
    17.2%
    1.51
    Value With Price Momentum
    21.
    Buffettology: EPS Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    0.9%
    10.9%
    11.7%
    8.6%
    10.5%
    1.21
    Growth & Value
    22.
    S&P MidCap 400 Growth (TR)
    1.2%
    10.4%
    10.4%
    8.4%
    11.4%
    1.29
    Indexes
    23.
    T. Rowe Price - Price's long-standing approach focuses on growth stocks but avoids over-glamorized stocks.
    » View the Strategy
    8.4%
    16.0%
    13.5%
    8.4%
    10.7%
    1.66
    Growth & Value
    24.
    Templeton - Favorable margins, consistent earnings growth and price-earnings ratios below historical norms.
    » View the Strategy
    4.0%
    6.9%
    11.9%
    8.2%
    9.7%
    1.26
    Growth & Value
    25.
    S&P SmallCap 600 Growth (TR)
    0.4%
    10.9%
    10.9%
    8.1%
    9.2%
    1.30
    Indexes
    26.
    S&P MidCap 400 Value (TR)
    6.4%
    9.2%
    10.0%
    7.5%
    8.3%
    1.12
    Indexes
    27.
    Value on the Move--PEG With Hist Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -1.6%
    13.6%
    9.7%
    7.5%
    13.7%
    1.05
    Growth & Value With Price Momentum
    28.
    Weiss Blue Chip Div Yield - A conservative, blue-chip investment style with a value approach that emphasizes selecting stocks with favorable dividend yields.
    » View the Strategy
    8.7%
    3.7%
    7.4%
    7.4%
    9.7%
    1.23
    Value
    29.
    Wanger (Revised) - First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    » View the Strategy
    -2.2%
    9.9%
    9.6%
    6.2%
    8.7%
    1.42
    Growth & Value
    30.
    S&P MidCap 400
    3.3%
    7.8%
    7.9%
    6.2%
    8.4%
    1.19
    Indexes
    31.
    Kirkpatrick Bargain - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -3.6%
    -3.4%
    0.5%
    6.2%
    6.9%
    1.36
    Growth & Value
    32.
    S&P SmallCap 600 Value (TR)
    5.2%
    8.6%
    9.4%
    5.8%
    8.1%
    1.22
    Indexes
    33.
    O'Shaughnessy: Tiny Titans - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -0.9%
    12.4%
    9.2%
    5.8%
    23.3%
    1.90
    Value With Price Momentum
    34.
    O'Neil's CAN SLIM No Float - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -3.1%
    8.8%
    8.8%
    5.7%
    15.2%
    1.38
    Growth With Price Momentum
    35.
    S&P SmallCap 600
    2.3%
    8.9%
    9.0%
    5.7%
    7.6%
    1.26
    Indexes
    36.
    S&P 500 Value (TR)
    2.2%
    9.5%
    10.0%
    5.6%
    5.6%
    1.00
    Indexes
    37.
    Neff - An approach using a stringent contrarian viewpoint—finding undervalued, out-of-favor stocks in the bargain basement that have an optimistic future.
    » View the Strategy
    -4.5%
    -0.2%
    0.7%
    5.5%
    15.6%
    1.63
    Growth & Value
    38.
    Return on Equity - A screen that identifies stocks with above average earnings and sales growth that have consistently outperformed their peers measured by ROE.
    » View the Strategy
    2.9%
    5.5%
    4.7%
    5.4%
    11.4%
    1.27
    Growth
    39.
    Inve$tWare Quality Growth - The NAIC adopts a simple buy-and-hold, fundamental approach to growth investing.
    » View the Strategy
    -4.0%
    12.1%
    9.5%
    5.4%
    7.1%
    1.27
    Growth
    40.
    Graham--Defensive Investor (Utility) - Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    » View the Strategy
    10.2%
    6.1%
    7.2%
    5.3%
    7.9%
    1.00
    Value
    41.
    Dividend (High Relative Yield) - Using the dividend-yield approach to invest during volatile markets.
    » View the Strategy
    5.8%
    7.2%
    8.4%
    5.3%
    8.2%
    0.98
    Growth & Value
    42.
    Price-to-Sales - Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-value ratios or price-earnings ratios.
    » View the Strategy
    4.4%
    5.4%
    4.9%
    5.2%
    13.7%
    1.32
    Growth & Value
    43.
    O'Shaughnessy: Growth - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.5%
    5.9%
    6.2%
    4.9%
    15.0%
    1.50
    Value With Price Momentum
    44.
    S&P 500
    0.8%
    9.5%
    9.2%
    4.8%
    4.2%
    1.00
    Indexes
    45.
    Dow Jones 30
    1.5%
    6.6%
    7.5%
    4.8%
    4.5%
    0.98
    Indexes
    46.
    ADR Screen - An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    » View the Strategy
    4.8%
    19.8%
    3.4%
    4.0%
    8.2%
    1.47
    Growth & Value With Price Momentum
    47.
    Oberweis Octagon - Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    » View the Strategy
    13.6%
    0.3%
    3.9%
    4.0%
    11.8%
    1.93
    Growth & Value With Price Momentum
    48.
    O'Shaughnessy: Growth Market Leaders - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    4.9%
    10.2%
    10.1%
    3.9%
    6.9%
    1.23
    Value With Price Momentum
    49.
    Dogs of the Dow - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    7.4%
    8.9%
    11.4%
    3.9%
    3.2%
    1.21
    Value
    50.
    All Exchange-Listed Stocks
    -1.1%
    4.3%
    3.7%
    3.6%
    9.0%
    1.37
    Indexes
    51.
    Dreman - Avoiding the psychological traps of the market by following the principles of contrarian investing.
    » View the Strategy
    1.3%
    5.7%
    6.6%
    3.5%
    9.8%
    1.25
    Growth & Value
    52.
    Rule #1 Investing - Adapted from Phil Town's Rule #1 book, this screen attempts to identify wonderful companies with attractive prices.
    » View the Strategy
    -19.7%
    -3.7%
    0.5%
    3.2%
    8.0%
    1.89
    Growth & Value
    53.
    Cash Rich Firms - Locating firms with a high proportion of cash to share price.
    » View the Strategy
    1.6%
    5.6%
    0.6%
    2.5%
    9.5%
    1.37
    Value
    54.
    Foolish Small Cap 8 - The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    » View the Strategy
    17.2%
    13.5%
    2.6%
    2.1%
    11.5%
    2.37
    Growth With Price Momentum
    55.
    O'Shaughnessy: All Cap - Growth-at-a-reasonable-price screen created by James O'Shaughnessy.
    » View the Strategy
    5.5%
    -0.3%
    0.5%
    2.0%
    9.2%
    1.44
    Value With Price Momentum
    56.
    MAGNET Simple Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    9.4%
    6.2%
    -12.5%
    1.9%
    2.3%
    2.23
    Growth & Value With Price Momentum
    57.
    Fundamental Rule of Thumb - An old value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    » View the Strategy
    0.1%
    4.0%
    -4.5%
    1.7%
    11.9%
    1.69
    Value
    58.
    Dual Cash Flow - An analysis that can provide advance notice that a company may be facing financial trouble, though earnings and sales appear strong.
    » View the Strategy
    -1.4%
    1.4%
    -1.6%
    1.6%
    11.7%
    1.54
    Growth
    59.
    Magic Formula - Joel Greenblatt's investing approach is based on finding companies with high return on investment that are trading for less than they are worth.
    » View the Strategy
    4.5%
    -4.7%
    -6.7%
    1.6%
    8.2%
    1.63
    Value
    60.
    Lynch - A strictly bottom-up approach, focusing on companies familiar to the investor.
    » View the Strategy
    2.2%
    -1.4%
    -6.3%
    1.5%
    9.7%
    1.27
    Growth & Value
    61.
    Dogs of the Dow: Low Priced 5 - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    5.5%
    13.3%
    15.7%
    1.2%
    3.1%
    1.55
    Value
    62.
    MAGNET Simple - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    2.3%
    -17.2%
    -15.1%
    -0.1%
    13.6%
    2.95
    Growth & Value With Price Momentum
    63.
    Kirkpatrick Value - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -5.6%
    -7.2%
    -2.4%
    -0.3%
    8.6%
    2.17
    Growth & Value
    64.
    O'Shaughnessy: Value - Value screen created by James O'Shaughnessy based on his study of a wide range of value approaches.
    » View the Strategy
    2.4%
    0.4%
    2.4%
    -0.6%
    4.5%
    1.34
    Value
    65.
    Schloss - This screen looks for stocks hitting new lows, trading at a price lower than book value per share, with no debt and high levels of insider ownership.
    » View the Strategy
    2.1%
    -5.1%
    -10.6%
    -1.0%
    8.5%
    1.92
    Value
    66.
    Foolish Small Cap 8 Revised - The Motley Fool's small-cap screen with recent revisions they've made to update the screen.
    » View the Strategy
    -24.2%
    -10.3%
    -10.1%
    -1.6%
    10.8%
    2.38
    Growth & Value
    67.
    Fisher (Philip) - A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    » View the Strategy
    -19.6%
    5.1%
    -5.7%
    -1.8%
    3.6%
    2.21
    Growth & Value
    68.
    Murphy Technology - An approach that identifies technology stocks with high R&D spending, strong margins and growth, but selling at attractive values.
    » View the Strategy
    -10.0%
    -2.6%
    0.9%
    -1.8%
    -3.2%
    2.73
    Growth & Value
    69.
    Est Rev: Down 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    4.3%
    -1.7%
    -5.0%
    -2.5%
    -0.1%
    1.95
    Earnings Estimates
    70.
    Est Rev: Lowest 30 Down - Introduction to the use of earnings estimates.
    » View the Strategy
    11.7%
    -3.4%
    -7.0%
    -3.7%
    -0.4%
    2.31
    Earnings Estimates
    71.
    Zweig - A strategy that seeks to identify companies with strong growth, a reasonable price-earnings ratio and strong price action.
    » View the Strategy
    -12.2%
    -6.0%
    -6.1%
    -4.2%
    14.9%
    1.89
    Growth & Value
    72.
    MAGNET Complex Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    -3.3%
    -20.7%
    -17.2%
    -5.4%
    1.9%
    2.20
    Growth & Value With Price Momentum
    73.
    Insider Net Purchases - A stock screen designed to find small-cap companies that have more stock purchased than sold by insiders.
    » View the Strategy
    -20.4%
    -15.6%
    -11.9%
    -9.9%
    -3.3%
    1.91
    Specialty
    74.
    Muhlenkamp - Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment.
    » View the Strategy
    4.9%
    -15.2%
    -21.2%
    -13.1%
    0.5%
    1.57
    Growth & Value With Price Momentum
    75.
    MAGNET Complex - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -0.7%
    -6.8%
    -4.1%
    -14.7%
    8.4%
    2.73
    Growth & Value With Price Momentum

    Inception


  •            Screen
    Annual Price Gain (%)
    Risk Index

    Category
    YTD          3 Yr 5 Yr 10 Yr Inception
  • 1.
    Est Rev: Up 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -0.2%
    6.3%
    10.2%
    18.0%
    24.7%
    1.76
    Earnings Estimates
    2.
    Est Rev: Top 30 Up - Introduction to the use of earnings estimates.
    » View the Strategy
    -6.2%
    10.6%
    10.9%
    17.5%
    23.5%
    1.82
    Earnings Estimates
    3.
    Piotroski: High F-Score - A study of low price-to-book-value stocks to see if it's possible to establish basic financial criteria to help separate the winners from the losers.
    » View the Strategy
    1.8%
    -4.8%
    12.5%
    14.0%
    23.5%
    2.07
    Value
    4.
    O'Shaughnessy: Tiny Titans - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -0.9%
    12.4%
    9.2%
    5.8%
    23.3%
    1.90
    Value With Price Momentum
    5.
    O'Neil's CAN SLIM - An approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    » View the Strategy
    -7.2%
    5.1%
    6.2%
    12.0%
    21.9%
    1.92
    Growth With Price Momentum
    6.
    Graham--Enterprising Investor Revised - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    -6.0%
    8.6%
    2.9%
    18.1%
    20.2%
    1.75
    Value
    7.
    Stock Market Winners - A screen that tries to interpret and apply successful trading rules in the real market environment.
    » View the Strategy
    -5.2%
    14.3%
    16.2%
    12.5%
    19.7%
    1.43
    Growth & Value With Price Momentum
    8.
    Price-to-Free-Cash-Flow - An exploration of the basics of cash flow analysis and the implementation of a price-to-free-cash-flow screen.
    » View the Strategy
    5.2%
    27.4%
    14.7%
    15.2%
    19.5%
    1.78
    Value
    9.
    Value on the Move--PEG With Est Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -3.6%
    14.9%
    11.5%
    9.5%
    18.1%
    1.34
    Growth & Value With Price Momentum
    10.
    O'Neil's CAN SLIM Revised 3rd Edition - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -7.5%
    32.3%
    15.0%
    10.6%
    17.9%
    1.86
    Growth With Price Momentum
    11.
    O'Shaughnessy: Small Cap Growth & Value - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.3%
    7.7%
    9.9%
    8.7%
    17.2%
    1.51
    Value With Price Momentum
    12.
    Dreman With Est Revisions - Utilizing contrarian stocks with upward earnings revisions.
    » View the Strategy
    0.7%
    15.2%
    14.8%
    13.4%
    15.7%
    1.35
    Earnings Estimates
    13.
    Neff - An approach using a stringent contrarian viewpoint—finding undervalued, out-of-favor stocks in the bargain basement that have an optimistic future.
    » View the Strategy
    -4.5%
    -0.2%
    0.7%
    5.5%
    15.6%
    1.63
    Growth & Value
    14.
    O'Neil's CAN SLIM No Float - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -3.1%
    8.8%
    8.8%
    5.7%
    15.2%
    1.38
    Growth With Price Momentum
    15.
    O'Shaughnessy: Growth - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.5%
    5.9%
    6.2%
    4.9%
    15.0%
    1.50
    Value With Price Momentum
    16.
    Graham--Defensive Investor (Non-Utility) - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    9.2%
    4.1%
    6.6%
    10.0%
    15.0%
    1.38
    Value
    17.
    Zweig - A strategy that seeks to identify companies with strong growth, a reasonable price-earnings ratio and strong price action.
    » View the Strategy
    -12.2%
    -6.0%
    -6.1%
    -4.2%
    14.9%
    1.89
    Growth & Value
    18.
    P/E Relative - A screen that looks at the relationship of a stock's price-earnings ratio to that of the industry and market.
    » View the Strategy
    5.8%
    4.1%
    5.8%
    10.0%
    14.7%
    1.14
    Earnings Estimates
    19.
    Kirkpatrick Growth - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    0.5%
    1.5%
    -3.1%
    8.7%
    14.3%
    2.10
    Growth With Price Momentum
    20.
    Buffett: Hagstrom - Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    » View the Strategy
    4.2%
    11.4%
    12.2%
    10.7%
    14.1%
    1.10
    Growth & Value
    21.
    Price-to-Sales - Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-value ratios or price-earnings ratios.
    » View the Strategy
    4.4%
    5.4%
    4.9%
    5.2%
    13.7%
    1.32
    Growth & Value
    22.
    Value on the Move--PEG With Hist Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -1.6%
    13.6%
    9.7%
    7.5%
    13.7%
    1.05
    Growth & Value With Price Momentum
    23.
    MAGNET Simple - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    2.3%
    -17.2%
    -15.1%
    -0.1%
    13.6%
    2.95
    Growth & Value With Price Momentum
    24.
    Driehaus - Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    » View the Strategy
    6.8%
    15.3%
    11.1%
    17.9%
    13.6%
    2.22
    Growth With Price Momentum
    25.
    Lakonishok - Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    » View the Strategy
    1.9%
    7.2%
    7.6%
    11.1%
    13.4%
    1.20
    Value With Price Momentum
    26.
    Fundamental Rule of Thumb - An old value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    » View the Strategy
    0.1%
    4.0%
    -4.5%
    1.7%
    11.9%
    1.69
    Value
    27.
    Oberweis Octagon - Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    » View the Strategy
    13.6%
    0.3%
    3.9%
    4.0%
    11.8%
    1.93
    Growth & Value With Price Momentum
    28.
    Dual Cash Flow - An analysis that can provide advance notice that a company may be facing financial trouble, though earnings and sales appear strong.
    » View the Strategy
    -1.4%
    1.4%
    -1.6%
    1.6%
    11.7%
    1.54
    Growth
    29.
    Foolish Small Cap 8 - The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    » View the Strategy
    17.2%
    13.5%
    2.6%
    2.1%
    11.5%
    2.37
    Growth With Price Momentum
    30.
    S&P MidCap 400 Growth (TR)
    1.2%
    10.4%
    10.4%
    8.4%
    11.4%
    1.29
    Indexes
    31.
    Return on Equity - A screen that identifies stocks with above average earnings and sales growth that have consistently outperformed their peers measured by ROE.
    » View the Strategy
    2.9%
    5.5%
    4.7%
    5.4%
    11.4%
    1.27
    Growth
    32.
    Buffettology: Sustainable Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    3.6%
    11.1%
    10.0%
    9.5%
    11.0%
    1.27
    Growth & Value
    33.
    Foolish Small Cap 8 Revised - The Motley Fool's small-cap screen with recent revisions they've made to update the screen.
    » View the Strategy
    -24.2%
    -10.3%
    -10.1%
    -1.6%
    10.8%
    2.38
    Growth & Value
    34.
    T. Rowe Price - Price's long-standing approach focuses on growth stocks but avoids over-glamorized stocks.
    » View the Strategy
    8.4%
    16.0%
    13.5%
    8.4%
    10.7%
    1.66
    Growth & Value
    35.
    Buffettology: EPS Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    0.9%
    10.9%
    11.7%
    8.6%
    10.5%
    1.21
    Growth & Value
    36.
    Dreman - Avoiding the psychological traps of the market by following the principles of contrarian investing.
    » View the Strategy
    1.3%
    5.7%
    6.6%
    3.5%
    9.8%
    1.25
    Growth & Value
    37.
    Lynch - A strictly bottom-up approach, focusing on companies familiar to the investor.
    » View the Strategy
    2.2%
    -1.4%
    -6.3%
    1.5%
    9.7%
    1.27
    Growth & Value
    38.
    Templeton - Favorable margins, consistent earnings growth and price-earnings ratios below historical norms.
    » View the Strategy
    4.0%
    6.9%
    11.9%
    8.2%
    9.7%
    1.26
    Growth & Value
    39.
    Weiss Blue Chip Div Yield - A conservative, blue-chip investment style with a value approach that emphasizes selecting stocks with favorable dividend yields.
    » View the Strategy
    8.7%
    3.7%
    7.4%
    7.4%
    9.7%
    1.23
    Value
    40.
    Cash Rich Firms - Locating firms with a high proportion of cash to share price.
    » View the Strategy
    1.6%
    5.6%
    0.6%
    2.5%
    9.5%
    1.37
    Value
    41.
    S&P SmallCap 600 Growth (TR)
    0.4%
    10.9%
    10.9%
    8.1%
    9.2%
    1.30
    Indexes
    42.
    O'Shaughnessy: All Cap - Growth-at-a-reasonable-price screen created by James O'Shaughnessy.
    » View the Strategy
    5.5%
    -0.3%
    0.5%
    2.0%
    9.2%
    1.44
    Value With Price Momentum
    43.
    All Exchange-Listed Stocks
    -1.1%
    4.3%
    3.7%
    3.6%
    9.0%
    1.37
    Indexes
    44.
    Wanger (Revised) - First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    » View the Strategy
    -2.2%
    9.9%
    9.6%
    6.2%
    8.7%
    1.42
    Growth & Value
    45.
    NASDAQ 100
    -2.4%
    16.7%
    13.9%
    10.2%
    8.6%
    1.78
    Indexes
    46.
    Kirkpatrick Value - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -5.6%
    -7.2%
    -2.4%
    -0.3%
    8.6%
    2.17
    Growth & Value
    47.
    Schloss - This screen looks for stocks hitting new lows, trading at a price lower than book value per share, with no debt and high levels of insider ownership.
    » View the Strategy
    2.1%
    -5.1%
    -10.6%
    -1.0%
    8.5%
    1.92
    Value
    48.
    MAGNET Complex - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -0.7%
    -6.8%
    -4.1%
    -14.7%
    8.4%
    2.73
    Growth & Value With Price Momentum
    49.
    S&P MidCap 400
    3.3%
    7.8%
    7.9%
    6.2%
    8.4%
    1.19
    Indexes
    50.
    S&P MidCap 400 Value (TR)
    6.4%
    9.2%
    10.0%
    7.5%
    8.3%
    1.12
    Indexes
    51.
    Magic Formula - Joel Greenblatt's investing approach is based on finding companies with high return on investment that are trading for less than they are worth.
    » View the Strategy
    4.5%
    -4.7%
    -6.7%
    1.6%
    8.2%
    1.63
    Value
    52.
    ADR Screen - An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    » View the Strategy
    4.8%
    19.8%
    3.4%
    4.0%
    8.2%
    1.47
    Growth & Value With Price Momentum
    53.
    Dividend (High Relative Yield) - Using the dividend-yield approach to invest during volatile markets.
    » View the Strategy
    5.8%
    7.2%
    8.4%
    5.3%
    8.2%
    0.98
    Growth & Value
    54.
    S&P SmallCap 600 Value (TR)
    5.2%
    8.6%
    9.4%
    5.8%
    8.1%
    1.22
    Indexes
    55.
    Rule #1 Investing - Adapted from Phil Town's Rule #1 book, this screen attempts to identify wonderful companies with attractive prices.
    » View the Strategy
    -19.7%
    -3.7%
    0.5%
    3.2%
    8.0%
    1.89
    Growth & Value
    56.
    Graham--Defensive Investor (Utility) - Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    » View the Strategy
    10.2%
    6.1%
    7.2%
    5.3%
    7.9%
    1.00
    Value
    57.
    S&P SmallCap 600
    2.3%
    8.9%
    9.0%
    5.7%
    7.6%
    1.26
    Indexes
    58.
    Inve$tWare Quality Growth - The NAIC adopts a simple buy-and-hold, fundamental approach to growth investing.
    » View the Strategy
    -4.0%
    12.1%
    9.5%
    5.4%
    7.1%
    1.27
    Growth
    59.
    Kirkpatrick Bargain - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -3.6%
    -3.4%
    0.5%
    6.2%
    6.9%
    1.36
    Growth & Value
    60.
    O'Shaughnessy: Growth Market Leaders - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    4.9%
    10.2%
    10.1%
    3.9%
    6.9%
    1.23
    Value With Price Momentum
    61.
    S&P 500 Growth (TR)
    0.5%
    14.0%
    13.1%
    8.7%
    6.3%
    1.10
    Indexes
    62.
    S&P 500 Value (TR)
    2.2%
    9.5%
    10.0%
    5.6%
    5.6%
    1.00
    Indexes
    63.
    Dow Jones 30
    1.5%
    6.6%
    7.5%
    4.8%
    4.5%
    0.98
    Indexes
    64.
    O'Shaughnessy: Value - Value screen created by James O'Shaughnessy based on his study of a wide range of value approaches.
    » View the Strategy
    2.4%
    0.4%
    2.4%
    -0.6%
    4.5%
    1.34
    Value
    65.
    S&P 500
    0.8%
    9.5%
    9.2%
    4.8%
    4.2%
    1.00
    Indexes
    66.
    Fisher (Philip) - A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    » View the Strategy
    -19.6%
    5.1%
    -5.7%
    -1.8%
    3.6%
    2.21
    Growth & Value
    67.
    Dogs of the Dow - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    7.4%
    8.9%
    11.4%
    3.9%
    3.2%
    1.21
    Value
    68.
    Dogs of the Dow: Low Priced 5 - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    5.5%
    13.3%
    15.7%
    1.2%
    3.1%
    1.55
    Value
    69.
    MAGNET Simple Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    9.4%
    6.2%
    -12.5%
    1.9%
    2.3%
    2.23
    Growth & Value With Price Momentum
    70.
    MAGNET Complex Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    -3.3%
    -20.7%
    -17.2%
    -5.4%
    1.9%
    2.20
    Growth & Value With Price Momentum
    71.
    Muhlenkamp - Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment.
    » View the Strategy
    4.9%
    -15.2%
    -21.2%
    -13.1%
    0.5%
    1.57
    Growth & Value With Price Momentum
    72.
    Est Rev: Down 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    4.3%
    -1.7%
    -5.0%
    -2.5%
    -0.1%
    1.95
    Earnings Estimates
    73.
    Est Rev: Lowest 30 Down - Introduction to the use of earnings estimates.
    » View the Strategy
    11.7%
    -3.4%
    -7.0%
    -3.7%
    -0.4%
    2.31
    Earnings Estimates
    74.
    Murphy Technology - An approach that identifies technology stocks with high R&D spending, strong margins and growth, but selling at attractive values.
    » View the Strategy
    -10.0%
    -2.6%
    0.9%
    -1.8%
    -3.2%
    2.73
    Growth & Value
    75.
    Insider Net Purchases - A stock screen designed to find small-cap companies that have more stock purchased than sold by insiders.
    » View the Strategy
    -20.4%
    -15.6%
    -11.9%
    -9.9%
    -3.3%
    1.91
    Specialty

    Risk Index


  •            Screen
    Annual Price Gain (%)
    Risk Index

    Category
    YTD          3 Yr 5 Yr 10 Yr Inception
  • 1.
    Dividend (High Relative Yield) - Using the dividend-yield approach to invest during volatile markets.
    » View the Strategy
    5.8%
    7.2%
    8.4%
    5.3%
    8.2%
    0.98
    Growth & Value
    2.
    Dow Jones 30
    1.5%
    6.6%
    7.5%
    4.8%
    4.5%
    0.98
    Indexes
    3.
    Graham--Defensive Investor (Utility) - Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    » View the Strategy
    10.2%
    6.1%
    7.2%
    5.3%
    7.9%
    1.00
    Value
    4.
    S&P 500
    0.8%
    9.5%
    9.2%
    4.8%
    4.2%
    1.00
    Indexes
    5.
    S&P 500 Value (TR)
    2.2%
    9.5%
    10.0%
    5.6%
    5.6%
    1.00
    Indexes
    6.
    Value on the Move--PEG With Hist Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -1.6%
    13.6%
    9.7%
    7.5%
    13.7%
    1.05
    Growth & Value With Price Momentum
    7.
    S&P 500 Growth (TR)
    0.5%
    14.0%
    13.1%
    8.7%
    6.3%
    1.10
    Indexes
    8.
    Buffett: Hagstrom - Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    » View the Strategy
    4.2%
    11.4%
    12.2%
    10.7%
    14.1%
    1.10
    Growth & Value
    9.
    S&P MidCap 400 Value (TR)
    6.4%
    9.2%
    10.0%
    7.5%
    8.3%
    1.12
    Indexes
    10.
    P/E Relative - A screen that looks at the relationship of a stock's price-earnings ratio to that of the industry and market.
    » View the Strategy
    5.8%
    4.1%
    5.8%
    10.0%
    14.7%
    1.14
    Earnings Estimates
    11.
    S&P MidCap 400
    3.3%
    7.8%
    7.9%
    6.2%
    8.4%
    1.19
    Indexes
    12.
    Lakonishok - Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    » View the Strategy
    1.9%
    7.2%
    7.6%
    11.1%
    13.4%
    1.20
    Value With Price Momentum
    13.
    Buffettology: EPS Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    0.9%
    10.9%
    11.7%
    8.6%
    10.5%
    1.21
    Growth & Value
    14.
    Dogs of the Dow - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    7.4%
    8.9%
    11.4%
    3.9%
    3.2%
    1.21
    Value
    15.
    S&P SmallCap 600 Value (TR)
    5.2%
    8.6%
    9.4%
    5.8%
    8.1%
    1.22
    Indexes
    16.
    O'Shaughnessy: Growth Market Leaders - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    4.9%
    10.2%
    10.1%
    3.9%
    6.9%
    1.23
    Value With Price Momentum
    17.
    Weiss Blue Chip Div Yield - A conservative, blue-chip investment style with a value approach that emphasizes selecting stocks with favorable dividend yields.
    » View the Strategy
    8.7%
    3.7%
    7.4%
    7.4%
    9.7%
    1.23
    Value
    18.
    Dreman - Avoiding the psychological traps of the market by following the principles of contrarian investing.
    » View the Strategy
    1.3%
    5.7%
    6.6%
    3.5%
    9.8%
    1.25
    Growth & Value
    19.
    S&P SmallCap 600
    2.3%
    8.9%
    9.0%
    5.7%
    7.6%
    1.26
    Indexes
    20.
    Templeton - Favorable margins, consistent earnings growth and price-earnings ratios below historical norms.
    » View the Strategy
    4.0%
    6.9%
    11.9%
    8.2%
    9.7%
    1.26
    Growth & Value
    21.
    Return on Equity - A screen that identifies stocks with above average earnings and sales growth that have consistently outperformed their peers measured by ROE.
    » View the Strategy
    2.9%
    5.5%
    4.7%
    5.4%
    11.4%
    1.27
    Growth
    22.
    Buffettology: Sustainable Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    3.6%
    11.1%
    10.0%
    9.5%
    11.0%
    1.27
    Growth & Value
    23.
    Lynch - A strictly bottom-up approach, focusing on companies familiar to the investor.
    » View the Strategy
    2.2%
    -1.4%
    -6.3%
    1.5%
    9.7%
    1.27
    Growth & Value
    24.
    Inve$tWare Quality Growth - The NAIC adopts a simple buy-and-hold, fundamental approach to growth investing.
    » View the Strategy
    -4.0%
    12.1%
    9.5%
    5.4%
    7.1%
    1.27
    Growth
    25.
    S&P MidCap 400 Growth (TR)
    1.2%
    10.4%
    10.4%
    8.4%
    11.4%
    1.29
    Indexes
    26.
    S&P SmallCap 600 Growth (TR)
    0.4%
    10.9%
    10.9%
    8.1%
    9.2%
    1.30
    Indexes
    27.
    Price-to-Sales - Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-value ratios or price-earnings ratios.
    » View the Strategy
    4.4%
    5.4%
    4.9%
    5.2%
    13.7%
    1.32
    Growth & Value
    28.
    Value on the Move--PEG With Est Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -3.6%
    14.9%
    11.5%
    9.5%
    18.1%
    1.34
    Growth & Value With Price Momentum
    29.
    O'Shaughnessy: Value - Value screen created by James O'Shaughnessy based on his study of a wide range of value approaches.
    » View the Strategy
    2.4%
    0.4%
    2.4%
    -0.6%
    4.5%
    1.34
    Value
    30.
    Dreman With Est Revisions - Utilizing contrarian stocks with upward earnings revisions.
    » View the Strategy
    0.7%
    15.2%
    14.8%
    13.4%
    15.7%
    1.35
    Earnings Estimates
    31.
    Kirkpatrick Bargain - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -3.6%
    -3.4%
    0.5%
    6.2%
    6.9%
    1.36
    Growth & Value
    32.
    Cash Rich Firms - Locating firms with a high proportion of cash to share price.
    » View the Strategy
    1.6%
    5.6%
    0.6%
    2.5%
    9.5%
    1.37
    Value
    33.
    All Exchange-Listed Stocks
    -1.1%
    4.3%
    3.7%
    3.6%
    9.0%
    1.37
    Indexes
    34.
    Graham--Defensive Investor (Non-Utility) - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    9.2%
    4.1%
    6.6%
    10.0%
    15.0%
    1.38
    Value
    35.
    O'Neil's CAN SLIM No Float - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -3.1%
    8.8%
    8.8%
    5.7%
    15.2%
    1.38
    Growth With Price Momentum
    36.
    Wanger (Revised) - First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    » View the Strategy
    -2.2%
    9.9%
    9.6%
    6.2%
    8.7%
    1.42
    Growth & Value
    37.
    Stock Market Winners - A screen that tries to interpret and apply successful trading rules in the real market environment.
    » View the Strategy
    -5.2%
    14.3%
    16.2%
    12.5%
    19.7%
    1.43
    Growth & Value With Price Momentum
    38.
    O'Shaughnessy: All Cap - Growth-at-a-reasonable-price screen created by James O'Shaughnessy.
    » View the Strategy
    5.5%
    -0.3%
    0.5%
    2.0%
    9.2%
    1.44
    Value With Price Momentum
    39.
    ADR Screen - An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    » View the Strategy
    4.8%
    19.8%
    3.4%
    4.0%
    8.2%
    1.47
    Growth & Value With Price Momentum
    40.
    O'Shaughnessy: Growth - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.5%
    5.9%
    6.2%
    4.9%
    15.0%
    1.50
    Value With Price Momentum
    41.
    O'Shaughnessy: Small Cap Growth & Value - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.3%
    7.7%
    9.9%
    8.7%
    17.2%
    1.51
    Value With Price Momentum
    42.
    Dual Cash Flow - An analysis that can provide advance notice that a company may be facing financial trouble, though earnings and sales appear strong.
    » View the Strategy
    -1.4%
    1.4%
    -1.6%
    1.6%
    11.7%
    1.54
    Growth
    43.
    Dogs of the Dow: Low Priced 5 - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    5.5%
    13.3%
    15.7%
    1.2%
    3.1%
    1.55
    Value
    44.
    Muhlenkamp - Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment.
    » View the Strategy
    4.9%
    -15.2%
    -21.2%
    -13.1%
    0.5%
    1.57
    Growth & Value With Price Momentum
    45.
    Neff - An approach using a stringent contrarian viewpoint—finding undervalued, out-of-favor stocks in the bargain basement that have an optimistic future.
    » View the Strategy
    -4.5%
    -0.2%
    0.7%
    5.5%
    15.6%
    1.63
    Growth & Value
    46.
    Magic Formula - Joel Greenblatt's investing approach is based on finding companies with high return on investment that are trading for less than they are worth.
    » View the Strategy
    4.5%
    -4.7%
    -6.7%
    1.6%
    8.2%
    1.63
    Value
    47.
    T. Rowe Price - Price's long-standing approach focuses on growth stocks but avoids over-glamorized stocks.
    » View the Strategy
    8.4%
    16.0%
    13.5%
    8.4%
    10.7%
    1.66
    Growth & Value
    48.
    Fundamental Rule of Thumb - An old value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    » View the Strategy
    0.1%
    4.0%
    -4.5%
    1.7%
    11.9%
    1.69
    Value
    49.
    Graham--Enterprising Investor Revised - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    -6.0%
    8.6%
    2.9%
    18.1%
    20.2%
    1.75
    Value
    50.
    Est Rev: Up 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -0.2%
    6.3%
    10.2%
    18.0%
    24.7%
    1.76
    Earnings Estimates
    51.
    Price-to-Free-Cash-Flow - An exploration of the basics of cash flow analysis and the implementation of a price-to-free-cash-flow screen.
    » View the Strategy
    5.2%
    27.4%
    14.7%
    15.2%
    19.5%
    1.78
    Value
    52.
    NASDAQ 100
    -2.4%
    16.7%
    13.9%
    10.2%
    8.6%
    1.78
    Indexes
    53.
    Est Rev: Top 30 Up - Introduction to the use of earnings estimates.
    » View the Strategy
    -6.2%
    10.6%
    10.9%
    17.5%
    23.5%
    1.82
    Earnings Estimates
    54.
    O'Neil's CAN SLIM Revised 3rd Edition - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -7.5%
    32.3%
    15.0%
    10.6%
    17.9%
    1.86
    Growth With Price Momentum
    55.
    Zweig - A strategy that seeks to identify companies with strong growth, a reasonable price-earnings ratio and strong price action.
    » View the Strategy
    -12.2%
    -6.0%
    -6.1%
    -4.2%
    14.9%
    1.89
    Growth & Value
    56.
    Rule #1 Investing - Adapted from Phil Town's Rule #1 book, this screen attempts to identify wonderful companies with attractive prices.
    » View the Strategy
    -19.7%
    -3.7%
    0.5%
    3.2%
    8.0%
    1.89
    Growth & Value
    57.
    O'Shaughnessy: Tiny Titans - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -0.9%
    12.4%
    9.2%
    5.8%
    23.3%
    1.90
    Value With Price Momentum
    58.
    Insider Net Purchases - A stock screen designed to find small-cap companies that have more stock purchased than sold by insiders.
    » View the Strategy
    -20.4%
    -15.6%
    -11.9%
    -9.9%
    -3.3%
    1.91
    Specialty
    59.
    O'Neil's CAN SLIM - An approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    » View the Strategy
    -7.2%
    5.1%
    6.2%
    12.0%
    21.9%
    1.92
    Growth With Price Momentum
    60.
    Schloss - This screen looks for stocks hitting new lows, trading at a price lower than book value per share, with no debt and high levels of insider ownership.
    » View the Strategy
    2.1%
    -5.1%
    -10.6%
    -1.0%
    8.5%
    1.92
    Value
    61.
    Oberweis Octagon - Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    » View the Strategy
    13.6%
    0.3%
    3.9%
    4.0%
    11.8%
    1.93
    Growth & Value With Price Momentum
    62.
    Est Rev: Down 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    4.3%
    -1.7%
    -5.0%
    -2.5%
    -0.1%
    1.95
    Earnings Estimates
    63.
    Piotroski: High F-Score - A study of low price-to-book-value stocks to see if it's possible to establish basic financial criteria to help separate the winners from the losers.
    » View the Strategy
    1.8%
    -4.8%
    12.5%
    14.0%
    23.5%
    2.07
    Value
    64.
    Kirkpatrick Growth - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    0.5%
    1.5%
    -3.1%
    8.7%
    14.3%
    2.10
    Growth With Price Momentum
    65.
    Kirkpatrick Value - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -5.6%
    -7.2%
    -2.4%
    -0.3%
    8.6%
    2.17
    Growth & Value
    66.
    MAGNET Complex Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    -3.3%
    -20.7%
    -17.2%
    -5.4%
    1.9%
    2.20
    Growth & Value With Price Momentum
    67.
    Fisher (Philip) - A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    » View the Strategy
    -19.6%
    5.1%
    -5.7%
    -1.8%
    3.6%
    2.21
    Growth & Value
    68.
    Driehaus - Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    » View the Strategy
    6.8%
    15.3%
    11.1%
    17.9%
    13.6%
    2.22
    Growth With Price Momentum
    69.
    MAGNET Simple Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    9.4%
    6.2%
    -12.5%
    1.9%
    2.3%
    2.23
    Growth & Value With Price Momentum
    70.
    Est Rev: Lowest 30 Down - Introduction to the use of earnings estimates.
    » View the Strategy
    11.7%
    -3.4%
    -7.0%
    -3.7%
    -0.4%
    2.31
    Earnings Estimates
    71.
    Foolish Small Cap 8 - The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    » View the Strategy
    17.2%
    13.5%
    2.6%
    2.1%
    11.5%
    2.37
    Growth With Price Momentum
    72.
    Foolish Small Cap 8 Revised - The Motley Fool's small-cap screen with recent revisions they've made to update the screen.
    » View the Strategy
    -24.2%
    -10.3%
    -10.1%
    -1.6%
    10.8%
    2.38
    Growth & Value
    73.
    MAGNET Complex - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -0.7%
    -6.8%
    -4.1%
    -14.7%
    8.4%
    2.73
    Growth & Value With Price Momentum
    74.
    Murphy Technology - An approach that identifies technology stocks with high R&D spending, strong margins and growth, but selling at attractive values.
    » View the Strategy
    -10.0%
    -2.6%
    0.9%
    -1.8%
    -3.2%
    2.73
    Growth & Value
    75.
    MAGNET Simple - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    2.3%
    -17.2%
    -15.1%
    -0.1%
    13.6%
    2.95
    Growth & Value With Price Momentum

    Category


  •            Screen
    Annual Price Gain (%)
    Risk Index

    Category
    YTD          3 Yr 5 Yr 10 Yr Inception
  • 1.
    Est Rev: Down 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    4.3%
    -1.7%
    -5.0%
    -2.5%
    -0.1%
    1.95
    Earnings Estimates
    2.
    Est Rev: Lowest 30 Down - Introduction to the use of earnings estimates.
    » View the Strategy
    11.7%
    -3.4%
    -7.0%
    -3.7%
    -0.4%
    2.31
    Earnings Estimates
    3.
    Est Rev: Top 30 Up - Introduction to the use of earnings estimates.
    » View the Strategy
    -6.2%
    10.6%
    10.9%
    17.5%
    23.5%
    1.82
    Earnings Estimates
    4.
    Est Rev: Up 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -0.2%
    6.3%
    10.2%
    18.0%
    24.7%
    1.76
    Earnings Estimates
    5.
    Dreman With Est Revisions - Utilizing contrarian stocks with upward earnings revisions.
    » View the Strategy
    0.7%
    15.2%
    14.8%
    13.4%
    15.7%
    1.35
    Earnings Estimates
    6.
    P/E Relative - A screen that looks at the relationship of a stock's price-earnings ratio to that of the industry and market.
    » View the Strategy
    5.8%
    4.1%
    5.8%
    10.0%
    14.7%
    1.14
    Earnings Estimates
    7.
    Return on Equity - A screen that identifies stocks with above average earnings and sales growth that have consistently outperformed their peers measured by ROE.
    » View the Strategy
    2.9%
    5.5%
    4.7%
    5.4%
    11.4%
    1.27
    Growth
    8.
    Dual Cash Flow - An analysis that can provide advance notice that a company may be facing financial trouble, though earnings and sales appear strong.
    » View the Strategy
    -1.4%
    1.4%
    -1.6%
    1.6%
    11.7%
    1.54
    Growth
    9.
    Inve$tWare Quality Growth - The NAIC adopts a simple buy-and-hold, fundamental approach to growth investing.
    » View the Strategy
    -4.0%
    12.1%
    9.5%
    5.4%
    7.1%
    1.27
    Growth
    10.
    Kirkpatrick Bargain - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -3.6%
    -3.4%
    0.5%
    6.2%
    6.9%
    1.36
    Growth & Value
    11.
    Kirkpatrick Value - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -5.6%
    -7.2%
    -2.4%
    -0.3%
    8.6%
    2.17
    Growth & Value
    12.
    Lynch - A strictly bottom-up approach, focusing on companies familiar to the investor.
    » View the Strategy
    2.2%
    -1.4%
    -6.3%
    1.5%
    9.7%
    1.27
    Growth & Value
    13.
    Foolish Small Cap 8 Revised - The Motley Fool's small-cap screen with recent revisions they've made to update the screen.
    » View the Strategy
    -24.2%
    -10.3%
    -10.1%
    -1.6%
    10.8%
    2.38
    Growth & Value
    14.
    Fisher (Philip) - A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    » View the Strategy
    -19.6%
    5.1%
    -5.7%
    -1.8%
    3.6%
    2.21
    Growth & Value
    15.
    Dreman - Avoiding the psychological traps of the market by following the principles of contrarian investing.
    » View the Strategy
    1.3%
    5.7%
    6.6%
    3.5%
    9.8%
    1.25
    Growth & Value
    16.
    Buffett: Hagstrom - Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    » View the Strategy
    4.2%
    11.4%
    12.2%
    10.7%
    14.1%
    1.10
    Growth & Value
    17.
    Buffettology: EPS Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    0.9%
    10.9%
    11.7%
    8.6%
    10.5%
    1.21
    Growth & Value
    18.
    Buffettology: Sustainable Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    3.6%
    11.1%
    10.0%
    9.5%
    11.0%
    1.27
    Growth & Value
    19.
    Dividend (High Relative Yield) - Using the dividend-yield approach to invest during volatile markets.
    » View the Strategy
    5.8%
    7.2%
    8.4%
    5.3%
    8.2%
    0.98
    Growth & Value
    20.
    Rule #1 Investing - Adapted from Phil Town's Rule #1 book, this screen attempts to identify wonderful companies with attractive prices.
    » View the Strategy
    -19.7%
    -3.7%
    0.5%
    3.2%
    8.0%
    1.89
    Growth & Value
    21.
    Neff - An approach using a stringent contrarian viewpoint—finding undervalued, out-of-favor stocks in the bargain basement that have an optimistic future.
    » View the Strategy
    -4.5%
    -0.2%
    0.7%
    5.5%
    15.6%
    1.63
    Growth & Value
    22.
    Zweig - A strategy that seeks to identify companies with strong growth, a reasonable price-earnings ratio and strong price action.
    » View the Strategy
    -12.2%
    -6.0%
    -6.1%
    -4.2%
    14.9%
    1.89
    Growth & Value
    23.
    Murphy Technology - An approach that identifies technology stocks with high R&D spending, strong margins and growth, but selling at attractive values.
    » View the Strategy
    -10.0%
    -2.6%
    0.9%
    -1.8%
    -3.2%
    2.73
    Growth & Value
    24.
    T. Rowe Price - Price's long-standing approach focuses on growth stocks but avoids over-glamorized stocks.
    » View the Strategy
    8.4%
    16.0%
    13.5%
    8.4%
    10.7%
    1.66
    Growth & Value
    25.
    Templeton - Favorable margins, consistent earnings growth and price-earnings ratios below historical norms.
    » View the Strategy
    4.0%
    6.9%
    11.9%
    8.2%
    9.7%
    1.26
    Growth & Value
    26.
    Price-to-Sales - Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-value ratios or price-earnings ratios.
    » View the Strategy
    4.4%
    5.4%
    4.9%
    5.2%
    13.7%
    1.32
    Growth & Value
    27.
    Wanger (Revised) - First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    » View the Strategy
    -2.2%
    9.9%
    9.6%
    6.2%
    8.7%
    1.42
    Growth & Value
    28.
    Oberweis Octagon - Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    » View the Strategy
    13.6%
    0.3%
    3.9%
    4.0%
    11.8%
    1.93
    Growth & Value With Price Momentum
    29.
    Stock Market Winners - A screen that tries to interpret and apply successful trading rules in the real market environment.
    » View the Strategy
    -5.2%
    14.3%
    16.2%
    12.5%
    19.7%
    1.43
    Growth & Value With Price Momentum
    30.
    Value on the Move--PEG With Est Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -3.6%
    14.9%
    11.5%
    9.5%
    18.1%
    1.34
    Growth & Value With Price Momentum
    31.
    Value on the Move--PEG With Hist Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -1.6%
    13.6%
    9.7%
    7.5%
    13.7%
    1.05
    Growth & Value With Price Momentum
    32.
    MAGNET Complex Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    -3.3%
    -20.7%
    -17.2%
    -5.4%
    1.9%
    2.20
    Growth & Value With Price Momentum
    33.
    MAGNET Simple Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    9.4%
    6.2%
    -12.5%
    1.9%
    2.3%
    2.23
    Growth & Value With Price Momentum
    34.
    ADR Screen - An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    » View the Strategy
    4.8%
    19.8%
    3.4%
    4.0%
    8.2%
    1.47
    Growth & Value With Price Momentum
    35.
    MAGNET Complex - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -0.7%
    -6.8%
    -4.1%
    -14.7%
    8.4%
    2.73
    Growth & Value With Price Momentum
    36.
    MAGNET Simple - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    2.3%
    -17.2%
    -15.1%
    -0.1%
    13.6%
    2.95
    Growth & Value With Price Momentum
    37.
    Muhlenkamp - Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment.
    » View the Strategy
    4.9%
    -15.2%
    -21.2%
    -13.1%
    0.5%
    1.57
    Growth & Value With Price Momentum
    38.
    Kirkpatrick Growth - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    0.5%
    1.5%
    -3.1%
    8.7%
    14.3%
    2.10
    Growth With Price Momentum
    39.
    Driehaus - Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    » View the Strategy
    6.8%
    15.3%
    11.1%
    17.9%
    13.6%
    2.22
    Growth With Price Momentum
    40.
    Foolish Small Cap 8 - The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    » View the Strategy
    17.2%
    13.5%
    2.6%
    2.1%
    11.5%
    2.37
    Growth With Price Momentum
    41.
    O'Neil's CAN SLIM - An approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    » View the Strategy
    -7.2%
    5.1%
    6.2%
    12.0%
    21.9%
    1.92
    Growth With Price Momentum
    42.
    O'Neil's CAN SLIM No Float - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -3.1%
    8.8%
    8.8%
    5.7%
    15.2%
    1.38
    Growth With Price Momentum
    43.
    O'Neil's CAN SLIM Revised 3rd Edition - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -7.5%
    32.3%
    15.0%
    10.6%
    17.9%
    1.86
    Growth With Price Momentum
    44.
    S&P 500
    0.8%
    9.5%
    9.2%
    4.8%
    4.2%
    1.00
    Indexes
    45.
    S&P 500 Growth (TR)
    0.5%
    14.0%
    13.1%
    8.7%
    6.3%
    1.10
    Indexes
    46.
    S&P 500 Value (TR)
    2.2%
    9.5%
    10.0%
    5.6%
    5.6%
    1.00
    Indexes
    47.
    S&P MidCap 400
    3.3%
    7.8%
    7.9%
    6.2%
    8.4%
    1.19
    Indexes
    48.
    S&P MidCap 400 Growth (TR)
    1.2%
    10.4%
    10.4%
    8.4%
    11.4%
    1.29
    Indexes
    49.
    S&P MidCap 400 Value (TR)
    6.4%
    9.2%
    10.0%
    7.5%
    8.3%
    1.12
    Indexes
    50.
    S&P SmallCap 600
    2.3%
    8.9%
    9.0%
    5.7%
    7.6%
    1.26
    Indexes
    51.
    S&P SmallCap 600 Growth (TR)
    0.4%
    10.9%
    10.9%
    8.1%
    9.2%
    1.30
    Indexes
    52.
    S&P SmallCap 600 Value (TR)
    5.2%
    8.6%
    9.4%
    5.8%
    8.1%
    1.22
    Indexes
    53.
    NASDAQ 100
    -2.4%
    16.7%
    13.9%
    10.2%
    8.6%
    1.78
    Indexes
    54.
    All Exchange-Listed Stocks
    -1.1%
    4.3%
    3.7%
    3.6%
    9.0%
    1.37
    Indexes
    55.
    Dow Jones 30
    1.5%
    6.6%
    7.5%
    4.8%
    4.5%
    0.98
    Indexes
    56.
    Insider Net Purchases - A stock screen designed to find small-cap companies that have more stock purchased than sold by insiders.
    » View the Strategy
    -20.4%
    -15.6%
    -11.9%
    -9.9%
    -3.3%
    1.91
    Specialty
    57.
    Fundamental Rule of Thumb - An old value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    » View the Strategy
    0.1%
    4.0%
    -4.5%
    1.7%
    11.9%
    1.69
    Value
    58.
    Graham--Defensive Investor (Non-Utility) - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    9.2%
    4.1%
    6.6%
    10.0%
    15.0%
    1.38
    Value
    59.
    Graham--Defensive Investor (Utility) - Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    » View the Strategy
    10.2%
    6.1%
    7.2%
    5.3%
    7.9%
    1.00
    Value
    60.
    Graham--Enterprising Investor Revised - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    -6.0%
    8.6%
    2.9%
    18.1%
    20.2%
    1.75
    Value
    61.
    Magic Formula - Joel Greenblatt's investing approach is based on finding companies with high return on investment that are trading for less than they are worth.
    » View the Strategy
    4.5%
    -4.7%
    -6.7%
    1.6%
    8.2%
    1.63
    Value
    62.
    Dogs of the Dow - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    7.4%
    8.9%
    11.4%
    3.9%
    3.2%
    1.21
    Value
    63.
    Dogs of the Dow: Low Priced 5 - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    5.5%
    13.3%
    15.7%
    1.2%
    3.1%
    1.55
    Value
    64.
    Cash Rich Firms - Locating firms with a high proportion of cash to share price.
    » View the Strategy
    1.6%
    5.6%
    0.6%
    2.5%
    9.5%
    1.37
    Value
    65.
    Piotroski: High F-Score - A study of low price-to-book-value stocks to see if it's possible to establish basic financial criteria to help separate the winners from the losers.
    » View the Strategy
    1.8%
    -4.8%
    12.5%
    14.0%
    23.5%
    2.07
    Value
    66.
    Price-to-Free-Cash-Flow - An exploration of the basics of cash flow analysis and the implementation of a price-to-free-cash-flow screen.
    » View the Strategy
    5.2%
    27.4%
    14.7%
    15.2%
    19.5%
    1.78
    Value
    67.
    Weiss Blue Chip Div Yield - A conservative, blue-chip investment style with a value approach that emphasizes selecting stocks with favorable dividend yields.
    » View the Strategy
    8.7%
    3.7%
    7.4%
    7.4%
    9.7%
    1.23
    Value
    68.
    O'Shaughnessy: Value - Value screen created by James O'Shaughnessy based on his study of a wide range of value approaches.
    » View the Strategy
    2.4%
    0.4%
    2.4%
    -0.6%
    4.5%
    1.34
    Value
    69.
    Schloss - This screen looks for stocks hitting new lows, trading at a price lower than book value per share, with no debt and high levels of insider ownership.
    » View the Strategy
    2.1%
    -5.1%
    -10.6%
    -1.0%
    8.5%
    1.92
    Value
    70.
    O'Shaughnessy: All Cap - Growth-at-a-reasonable-price screen created by James O'Shaughnessy.
    » View the Strategy
    5.5%
    -0.3%
    0.5%
    2.0%
    9.2%
    1.44
    Value With Price Momentum
    71.
    O'Shaughnessy: Growth - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.5%
    5.9%
    6.2%
    4.9%
    15.0%
    1.50
    Value With Price Momentum
    72.
    O'Shaughnessy: Growth Market Leaders - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    4.9%
    10.2%
    10.1%
    3.9%
    6.9%
    1.23
    Value With Price Momentum
    73.
    O'Shaughnessy: Small Cap Growth & Value - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.3%
    7.7%
    9.9%
    8.7%
    17.2%
    1.51
    Value With Price Momentum
    74.
    O'Shaughnessy: Tiny Titans - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -0.9%
    12.4%
    9.2%
    5.8%
    23.3%
    1.90
    Value With Price Momentum
    75.
    Lakonishok - Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    » View the Strategy
    1.9%
    7.2%
    7.6%
    11.1%
    13.4%
    1.20
    Value With Price Momentum

    Alphabetical


  •            Screen
    Annual Price Gain (%)
    Risk Index

    Category
    YTD          3 Yr 5 Yr 10 Yr Inception
  • 1.
    ADR Screen - An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    » View the Strategy
    4.8%
    19.8%
    3.4%
    4.0%
    8.2%
    1.47
    Growth & Value With Price Momentum
    2.
    All Exchange-Listed Stocks
    -1.1%
    4.3%
    3.7%
    3.6%
    9.0%
    1.37
    Indexes
    3.
    Buffett: Hagstrom - Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    » View the Strategy
    4.2%
    11.4%
    12.2%
    10.7%
    14.1%
    1.10
    Growth & Value
    4.
    Buffettology: EPS Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    0.9%
    10.9%
    11.7%
    8.6%
    10.5%
    1.21
    Growth & Value
    5.
    Buffettology: Sustainable Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    3.6%
    11.1%
    10.0%
    9.5%
    11.0%
    1.27
    Growth & Value
    6.
    Cash Rich Firms - Locating firms with a high proportion of cash to share price.
    » View the Strategy
    1.6%
    5.6%
    0.6%
    2.5%
    9.5%
    1.37
    Value
    7.
    Dividend (High Relative Yield) - Using the dividend-yield approach to invest during volatile markets.
    » View the Strategy
    5.8%
    7.2%
    8.4%
    5.3%
    8.2%
    0.98
    Growth & Value
    8.
    Dogs of the Dow - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    7.4%
    8.9%
    11.4%
    3.9%
    3.2%
    1.21
    Value
    9.
    Dogs of the Dow: Low Priced 5 - Identifying contrarian plays among the Dow Jones industrial stocks.
    » View the Strategy
    5.5%
    13.3%
    15.7%
    1.2%
    3.1%
    1.55
    Value
    10.
    Dow Jones 30
    1.5%
    6.6%
    7.5%
    4.8%
    4.5%
    0.98
    Indexes
    11.
    Dreman - Avoiding the psychological traps of the market by following the principles of contrarian investing.
    » View the Strategy
    1.3%
    5.7%
    6.6%
    3.5%
    9.8%
    1.25
    Growth & Value
    12.
    Dreman With Est Revisions - Utilizing contrarian stocks with upward earnings revisions.
    » View the Strategy
    0.7%
    15.2%
    14.8%
    13.4%
    15.7%
    1.35
    Earnings Estimates
    13.
    Driehaus - Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    » View the Strategy
    6.8%
    15.3%
    11.1%
    17.9%
    13.6%
    2.22
    Growth With Price Momentum
    14.
    Dual Cash Flow - An analysis that can provide advance notice that a company may be facing financial trouble, though earnings and sales appear strong.
    » View the Strategy
    -1.4%
    1.4%
    -1.6%
    1.6%
    11.7%
    1.54
    Growth
    15.
    Est Rev: Down 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    4.3%
    -1.7%
    -5.0%
    -2.5%
    -0.1%
    1.95
    Earnings Estimates
    16.
    Est Rev: Lowest 30 Down - Introduction to the use of earnings estimates.
    » View the Strategy
    11.7%
    -3.4%
    -7.0%
    -3.7%
    -0.4%
    2.31
    Earnings Estimates
    17.
    Est Rev: Top 30 Up - Introduction to the use of earnings estimates.
    » View the Strategy
    -6.2%
    10.6%
    10.9%
    17.5%
    23.5%
    1.82
    Earnings Estimates
    18.
    Est Rev: Up 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -0.2%
    6.3%
    10.2%
    18.0%
    24.7%
    1.76
    Earnings Estimates
    19.
    Fisher (Philip) - A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    » View the Strategy
    -19.6%
    5.1%
    -5.7%
    -1.8%
    3.6%
    2.21
    Growth & Value
    20.
    Foolish Small Cap 8 - The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    » View the Strategy
    17.2%
    13.5%
    2.6%
    2.1%
    11.5%
    2.37
    Growth With Price Momentum
    21.
    Foolish Small Cap 8 Revised - The Motley Fool's small-cap screen with recent revisions they've made to update the screen.
    » View the Strategy
    -24.2%
    -10.3%
    -10.1%
    -1.6%
    10.8%
    2.38
    Growth & Value
    22.
    Fundamental Rule of Thumb - An old value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    » View the Strategy
    0.1%
    4.0%
    -4.5%
    1.7%
    11.9%
    1.69
    Value
    23.
    Graham--Defensive Investor (Non-Utility) - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    9.2%
    4.1%
    6.6%
    10.0%
    15.0%
    1.38
    Value
    24.
    Graham--Defensive Investor (Utility) - Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    » View the Strategy
    10.2%
    6.1%
    7.2%
    5.3%
    7.9%
    1.00
    Value
    25.
    Graham--Enterprising Investor Revised - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic value.
    » View the Strategy
    -6.0%
    8.6%
    2.9%
    18.1%
    20.2%
    1.75
    Value
    26.
    Insider Net Purchases - A stock screen designed to find small-cap companies that have more stock purchased than sold by insiders.
    » View the Strategy
    -20.4%
    -15.6%
    -11.9%
    -9.9%
    -3.3%
    1.91
    Specialty
    27.
    Inve$tWare Quality Growth - The NAIC adopts a simple buy-and-hold, fundamental approach to growth investing.
    » View the Strategy
    -4.0%
    12.1%
    9.5%
    5.4%
    7.1%
    1.27
    Growth
    28.
    Kirkpatrick Bargain - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -3.6%
    -3.4%
    0.5%
    6.2%
    6.9%
    1.36
    Growth & Value
    29.
    Kirkpatrick Growth - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    0.5%
    1.5%
    -3.1%
    8.7%
    14.3%
    2.10
    Growth With Price Momentum
    30.
    Kirkpatrick Value - Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    » View the Strategy
    -5.6%
    -7.2%
    -2.4%
    -0.3%
    8.6%
    2.17
    Growth & Value
    31.
    Lakonishok - Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    » View the Strategy
    1.9%
    7.2%
    7.6%
    11.1%
    13.4%
    1.20
    Value With Price Momentum
    32.
    Lynch - A strictly bottom-up approach, focusing on companies familiar to the investor.
    » View the Strategy
    2.2%
    -1.4%
    -6.3%
    1.5%
    9.7%
    1.27
    Growth & Value
    33.
    Magic Formula - Joel Greenblatt's investing approach is based on finding companies with high return on investment that are trading for less than they are worth.
    » View the Strategy
    4.5%
    -4.7%
    -6.7%
    1.6%
    8.2%
    1.63
    Value
    34.
    MAGNET Complex - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -0.7%
    -6.8%
    -4.1%
    -14.7%
    8.4%
    2.73
    Growth & Value With Price Momentum
    35.
    MAGNET Complex Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    -3.3%
    -20.7%
    -17.2%
    -5.4%
    1.9%
    2.20
    Growth & Value With Price Momentum
    36.
    MAGNET Simple - A blend of value, growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    2.3%
    -17.2%
    -15.1%
    -0.1%
    13.6%
    2.95
    Growth & Value With Price Momentum
    37.
    MAGNET Simple Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    9.4%
    6.2%
    -12.5%
    1.9%
    2.3%
    2.23
    Growth & Value With Price Momentum
    38.
    Muhlenkamp - Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment.
    » View the Strategy
    4.9%
    -15.2%
    -21.2%
    -13.1%
    0.5%
    1.57
    Growth & Value With Price Momentum
    39.
    Murphy Technology - An approach that identifies technology stocks with high R&D spending, strong margins and growth, but selling at attractive values.
    » View the Strategy
    -10.0%
    -2.6%
    0.9%
    -1.8%
    -3.2%
    2.73
    Growth & Value
    40.
    NASDAQ 100
    -2.4%
    16.7%
    13.9%
    10.2%
    8.6%
    1.78
    Indexes
    41.
    Neff - An approach using a stringent contrarian viewpoint—finding undervalued, out-of-favor stocks in the bargain basement that have an optimistic future.
    » View the Strategy
    -4.5%
    -0.2%
    0.7%
    5.5%
    15.6%
    1.63
    Growth & Value
    42.
    O'Neil's CAN SLIM - An approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    » View the Strategy
    -7.2%
    5.1%
    6.2%
    12.0%
    21.9%
    1.92
    Growth With Price Momentum
    43.
    O'Neil's CAN SLIM No Float - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -3.1%
    8.8%
    8.8%
    5.7%
    15.2%
    1.38
    Growth With Price Momentum
    44.
    O'Neil's CAN SLIM Revised 3rd Edition - How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    » View the Strategy
    -7.5%
    32.3%
    15.0%
    10.6%
    17.9%
    1.86
    Growth With Price Momentum
    45.
    O'Shaughnessy: All Cap - Growth-at-a-reasonable-price screen created by James O'Shaughnessy.
    » View the Strategy
    5.5%
    -0.3%
    0.5%
    2.0%
    9.2%
    1.44
    Value With Price Momentum
    46.
    O'Shaughnessy: Growth - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.5%
    5.9%
    6.2%
    4.9%
    15.0%
    1.50
    Value With Price Momentum
    47.
    O'Shaughnessy: Growth Market Leaders - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    4.9%
    10.2%
    10.1%
    3.9%
    6.9%
    1.23
    Value With Price Momentum
    48.
    O'Shaughnessy: Small Cap Growth & Value - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    0.3%
    7.7%
    9.9%
    8.7%
    17.2%
    1.51
    Value With Price Momentum
    49.
    O'Shaughnessy: Tiny Titans - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -0.9%
    12.4%
    9.2%
    5.8%
    23.3%
    1.90
    Value With Price Momentum
    50.
    O'Shaughnessy: Value - Value screen created by James O'Shaughnessy based on his study of a wide range of value approaches.
    » View the Strategy
    2.4%
    0.4%
    2.4%
    -0.6%
    4.5%
    1.34
    Value
    51.
    Oberweis Octagon - Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    » View the Strategy
    13.6%
    0.3%
    3.9%
    4.0%
    11.8%
    1.93
    Growth & Value With Price Momentum
    52.
    P/E Relative - A screen that looks at the relationship of a stock's price-earnings ratio to that of the industry and market.
    » View the Strategy
    5.8%
    4.1%
    5.8%
    10.0%
    14.7%
    1.14
    Earnings Estimates
    53.
    Piotroski: High F-Score - A study of low price-to-book-value stocks to see if it's possible to establish basic financial criteria to help separate the winners from the losers.
    » View the Strategy
    1.8%
    -4.8%
    12.5%
    14.0%
    23.5%
    2.07
    Value
    54.
    Price-to-Free-Cash-Flow - An exploration of the basics of cash flow analysis and the implementation of a price-to-free-cash-flow screen.
    » View the Strategy
    5.2%
    27.4%
    14.7%
    15.2%
    19.5%
    1.78
    Value
    55.
    Price-to-Sales - Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-value ratios or price-earnings ratios.
    » View the Strategy
    4.4%
    5.4%
    4.9%
    5.2%
    13.7%
    1.32
    Growth & Value
    56.
    Return on Equity - A screen that identifies stocks with above average earnings and sales growth that have consistently outperformed their peers measured by ROE.
    » View the Strategy
    2.9%
    5.5%
    4.7%
    5.4%
    11.4%
    1.27
    Growth
    57.
    Rule #1 Investing - Adapted from Phil Town's Rule #1 book, this screen attempts to identify wonderful companies with attractive prices.
    » View the Strategy
    -19.7%
    -3.7%
    0.5%
    3.2%
    8.0%
    1.89
    Growth & Value
    58.
    S&P 500
    0.8%
    9.5%
    9.2%
    4.8%
    4.2%
    1.00
    Indexes
    59.
    S&P 500 Growth (TR)
    0.5%
    14.0%
    13.1%
    8.7%
    6.3%
    1.10
    Indexes
    60.
    S&P 500 Value (TR)
    2.2%
    9.5%
    10.0%
    5.6%
    5.6%
    1.00
    Indexes
    61.
    S&P MidCap 400
    3.3%
    7.8%
    7.9%
    6.2%
    8.4%
    1.19
    Indexes
    62.
    S&P MidCap 400 Growth (TR)
    1.2%
    10.4%
    10.4%
    8.4%
    11.4%
    1.29
    Indexes
    63.
    S&P MidCap 400 Value (TR)
    6.4%
    9.2%
    10.0%
    7.5%
    8.3%
    1.12
    Indexes
    64.
    S&P SmallCap 600
    2.3%
    8.9%
    9.0%
    5.7%
    7.6%
    1.26
    Indexes
    65.
    S&P SmallCap 600 Growth (TR)
    0.4%
    10.9%
    10.9%
    8.1%
    9.2%
    1.30
    Indexes
    66.
    S&P SmallCap 600 Value (TR)
    5.2%
    8.6%
    9.4%
    5.8%
    8.1%
    1.22
    Indexes
    67.
    Schloss - This screen looks for stocks hitting new lows, trading at a price lower than book value per share, with no debt and high levels of insider ownership.
    » View the Strategy
    2.1%
    -5.1%
    -10.6%
    -1.0%
    8.5%
    1.92
    Value
    68.
    Stock Market Winners - A screen that tries to interpret and apply successful trading rules in the real market environment.
    » View the Strategy
    -5.2%
    14.3%
    16.2%
    12.5%
    19.7%
    1.43
    Growth & Value With Price Momentum
    69.
    T. Rowe Price - Price's long-standing approach focuses on growth stocks but avoids over-glamorized stocks.
    » View the Strategy
    8.4%
    16.0%
    13.5%
    8.4%
    10.7%
    1.66
    Growth & Value
    70.
    Templeton - Favorable margins, consistent earnings growth and price-earnings ratios below historical norms.
    » View the Strategy
    4.0%
    6.9%
    11.9%
    8.2%
    9.7%
    1.26
    Growth & Value
    71.
    Value on the Move--PEG With Est Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -3.6%
    14.9%
    11.5%
    9.5%
    18.1%
    1.34
    Growth & Value With Price Momentum
    72.
    Value on the Move--PEG With Hist Growth - Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
    » View the Strategy
    -1.6%
    13.6%
    9.7%
    7.5%
    13.7%
    1.05
    Growth & Value With Price Momentum
    73.
    Wanger (Revised) - First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    » View the Strategy
    -2.2%
    9.9%
    9.6%
    6.2%
    8.7%
    1.42
    Growth & Value
    74.
    Weiss Blue Chip Div Yield - A conservative, blue-chip investment style with a value approach that emphasizes selecting stocks with favorable dividend yields.
    » View the Strategy
    8.7%
    3.7%
    7.4%
    7.4%
    9.7%
    1.23
    Value
    75.
    Zweig - A strategy that seeks to identify companies with strong growth, a reasonable price-earnings ratio and strong price action.
    » View the Strategy
    -12.2%
    -6.0%
    -6.1%
    -4.2%
    14.9%
    1.89
    Growth & Value
  • Benchmark: S&P 500 0.8% 9.5% 9.2% 4.8% 4.2% 1.00