Stock Screens

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

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

YTD


  •            Screen
    Annual Price Gain (%)
    Risk Index

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

    3-Year


  •            Screen
    Annual Price Gain (%)
    Risk Index

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

    5-Year


  •            Screen
    Annual Price Gain (%)
    Risk Index

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

    10-Year


  •            Screen
    Annual Price Gain (%)
    Risk Index

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

    Inception


  •            Screen
    Annual Price Gain (%)
    Risk Index

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

    Risk Index


  •            Screen
    Annual Price Gain (%)
    Risk Index

    Category
    YTD          3 Yr 5 Yr 10 Yr Inception
  • 1.
    Dow Jones 30
    -2.2%
    10.0%
    8.5%
    5.0%
    4.5%
    0.97
    Indexes
    2.
    Dividend (High Relative Yield) - Using the dividend-yield approach to invest during volatile markets.
    » View the Strategy
    -10.3%
    8.8%
    7.8%
    5.1%
    8.0%
    0.98
    Growth & Value
    3.
    Graham--Defensive Investor (Utility) - Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    » View the Strategy
    -5.1%
    6.6%
    5.9%
    4.9%
    7.4%
    0.98
    Value
    4.
    S&P 500
    -0.7%
    12.7%
    10.2%
    5.1%
    4.2%
    1.00
    Indexes
    5.
    S&P 500 Value (TR)
    -3.1%
    12.9%
    11.0%
    5.9%
    5.6%
    1.00
    Indexes
    6.
    Value on the Move--PEG With Hist Growth - Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    » View the Strategy
    6.7%
    18.1%
    11.7%
    8.7%
    14.0%
    1.05
    Growth & Value With Price Momentum
    7.
    S&P 500 Growth (TR)
    5.5%
    17.2%
    14.1%
    8.9%
    6.4%
    1.10
    Indexes
    8.
    S&P MidCap 400 Value (TR)
    -6.7%
    12.0%
    10.5%
    7.8%
    8.1%
    1.11
    Indexes
    9.
    Buffett: Hagstrom - Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    » View the Strategy
    0.3%
    14.2%
    12.7%
    11.1%
    14.0%
    1.11
    Growth & Value
    10.
    P/E Relative - A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    » View the Strategy
    -11.7%
    6.4%
    6.2%
    10.9%
    14.5%
    1.13
    Earnings Estimates
    11.
    S&P MidCap 400
    -3.7%
    11.1%
    9.0%
    6.6%
    8.3%
    1.19
    Indexes
    12.
    Lakonishok - Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    » View the Strategy
    -2.9%
    11.6%
    8.9%
    12.1%
    13.5%
    1.19
    Value With Price Momentum
    13.
    Buffettology: EPS Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    2.5%
    14.0%
    12.5%
    9.5%
    10.6%
    1.21
    Growth & Value
    14.
    Dogs of the Dow - Identifying contrarian plays among the Dow Jones Industrial stocks.
    » View the Strategy
    -1.4%
    10.4%
    10.3%
    3.7%
    2.8%
    1.21
    Value
    15.
    S&P SmallCap 600 Value (TR)
    -6.7%
    10.8%
    9.6%
    6.7%
    7.9%
    1.22
    Indexes
    16.
    O'Shaughnessy: Growth Market Leaders - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -2.9%
    13.8%
    11.0%
    4.4%
    6.7%
    1.23
    Value With Price Momentum
    17.
    Weiss Blue Chip Div Yield - A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    » View the Strategy
    -14.3%
    3.1%
    7.0%
    7.2%
    9.3%
    1.23
    Value
    18.
    Dreman - Avoiding the psychological traps of the market by following the principles of contrarian investing.
    » View the Strategy
    -5.4%
    9.1%
    6.7%
    4.1%
    9.9%
    1.24
    Growth & Value
    19.
    S&P SmallCap 600
    -3.4%
    12.1%
    10.1%
    6.7%
    7.6%
    1.26
    Indexes
    20.
    Templeton - Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    » View the Strategy
    -15.0%
    7.5%
    10.9%
    8.3%
    9.6%
    1.26
    Growth & Value
    21.
    Return on Equity - A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    » View the Strategy
    0.2%
    7.0%
    4.9%
    6.1%
    11.4%
    1.27
    Growth
    22.
    Lynch - A strictly bottom-up approach, focusing on companies familiar to the investor…
    » View the Strategy
    -15.0%
    -0.7%
    -6.6%
    2.8%
    9.7%
    1.27
    Growth & Value
    23.
    Inve$tWare Quality Growth - The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    » View the Strategy
    -1.0%
    16.2%
    11.2%
    6.7%
    7.5%
    1.27
    Growth
    24.
    Buffettology: Sustainable Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    3.3%
    13.1%
    9.7%
    9.7%
    11.0%
    1.28
    Growth & Value
    25.
    S&P MidCap 400 Growth (TR)
    2.0%
    13.6%
    11.5%
    8.8%
    11.5%
    1.29
    Indexes
    26.
    S&P SmallCap 600 Growth (TR)
    2.8%
    15.0%
    12.7%
    9.2%
    9.3%
    1.31
    Indexes
    27.
    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
    -5.9%
    6.7%
    5.7%
    6.3%
    13.6%
    1.32
    Growth & Value
    28.
    O'Shaughnessy: Value - Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    » View the Strategy
    -12.5%
    2.2%
    2.7%
    -0.2%
    4.4%
    1.34
    Value
    29.
    Value on the Move--PEG With Est Growth - Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    » View the Strategy
    2.8%
    21.3%
    14.2%
    11.6%
    18.6%
    1.34
    Growth & Value With Price Momentum
    30.
    Dreman With Est Revisions - Utilizing contrarian stocks with upward earnings revisions.
    » View the Strategy
    6.4%
    18.1%
    17.8%
    15.7%
    15.9%
    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
    -8.4%
    1.3%
    4.4%
    8.4%
    7.2%
    1.36
    Growth & Value
    32.
    All Exchange-Listed Stocks
    -11.6%
    8.6%
    5.2%
    4.9%
    9.2%
    1.37
    Indexes
    33.
    Cash Rich Firms - Locating firms with a high proportion of cash to share price.
    » View the Strategy
    -7.8%
    8.9%
    -0.8%
    3.0%
    9.5%
    1.38
    Value
    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
    -7.1%
    2.7%
    6.6%
    11.5%
    14.7%
    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
    11.4%
    14.1%
    9.2%
    7.0%
    15.7%
    1.38
    Growth With Price Momentum
    36.
    O'Shaughnessy: All Cap - Growth at a reasonable price screen created by James O'Shaughnessy.
    » View the Strategy
    -19.0%
    -1.9%
    0.2%
    2.9%
    9.0%
    1.42
    Value With Price Momentum
    37.
    Stock Market Winners - A screen that tries to interpret and apply successful trading rules in the real market environment.
    » View the Strategy
    19.2%
    20.8%
    19.4%
    13.2%
    20.4%
    1.43
    Growth & Value With Price Momentum
    38.
    Wanger (Revised) - First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    » View the Strategy
    -2.1%
    14.4%
    11.9%
    7.8%
    9.0%
    1.43
    Growth & Value
    39.
    ADR Screen - An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    » View the Strategy
    -7.0%
    16.4%
    3.5%
    4.9%
    8.1%
    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
    -5.5%
    10.1%
    9.7%
    6.8%
    15.2%
    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
    -2.8%
    13.5%
    13.7%
    10.7%
    17.5%
    1.52
    Value With Price Momentum
    42.
    Dual Cash Flow - An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    » View the Strategy
    -17.2%
    6.0%
    -0.3%
    3.0%
    11.9%
    1.54
    Growth
    43.
    Dogs of the Dow: Low Priced 5 - Identifying contrarian plays among the Dow Jones Industrial stocks.
    » View the Strategy
    11.7%
    15.7%
    15.2%
    1.7%
    2.8%
    1.56
    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
    11.2%
    -21.1%
    -23.7%
    -13.5%
    0.3%
    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
    -21.7%
    4.7%
    4.8%
    6.5%
    16.1%
    1.63
    Growth & Value
    46.
    Magic Formula - Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    » View the Strategy
    -13.1%
    -2.5%
    -7.0%
    2.9%
    8.0%
    1.64
    Value
    47.
    T. Rowe Price - Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    » View the Strategy
    17.4%
    16.3%
    23.8%
    7.0%
    10.4%
    1.65
    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
    -1.8%
    8.2%
    -5.2%
    3.3%
    12.0%
    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
    1.2%
    13.6%
    6.0%
    20.4%
    20.9%
    1.74
    Value
    50.
    Est Rev: Up 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -0.1%
    8.8%
    12.0%
    20.5%
    25.1%
    1.75
    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
    0.3%
    30.7%
    16.0%
    15.5%
    19.4%
    1.77
    Value
    52.
    NASDAQ 100
    8.4%
    19.9%
    15.7%
    10.8%
    8.9%
    1.78
    Indexes
    53.
    Graham--Enterprising Investor - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    » View the Strategy
    8.6%
    -1.8%
    -1.1%
    10.2%
    14.6%
    1.81
    Value
    54.
    Est Rev: Top 30 Up - Introduction to the use of earnings estimates.
    » View the Strategy
    5.9%
    17.7%
    14.2%
    20.4%
    24.3%
    1.82
    Earnings Estimates
    55.
    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
    32.1%
    40.1%
    15.6%
    12.2%
    18.7%
    1.86
    Growth With Price Momentum
    56.
    Insider Net Purchases - A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    » View the Strategy
    -17.9%
    -4.2%
    -7.6%
    -6.4%
    -2.0%
    1.88
    Specialty
    57.
    Rule #1 Investing - Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    » View the Strategy
    -46.0%
    6.1%
    5.6%
    6.6%
    9.4%
    1.88
    Growth & Value
    58.
    Zweig - A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    » View the Strategy
    -5.7%
    0.5%
    -2.5%
    -2.0%
    16.0%
    1.90
    Growth & Value
    59.
    O'Shaughnessy: Tiny Titans - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -7.2%
    21.6%
    10.8%
    7.6%
    23.7%
    1.91
    Value With Price Momentum
    60.
    Oberweis Octagon - Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    » View the Strategy
    -19.1%
    1.9%
    3.6%
    4.2%
    11.2%
    1.92
    Growth & Value With Price Momentum
    61.
    O'Neil's CAN SLIM - An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    » View the Strategy
    -10.5%
    13.4%
    9.1%
    15.3%
    22.7%
    1.92
    Growth With Price Momentum
    62.
    Schloss - This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    » View the Strategy
    -20.4%
    -4.4%
    -8.5%
    0.4%
    8.5%
    1.93
    Value
    63.
    Est Rev: Down 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -9.6%
    0.1%
    -5.5%
    -1.5%
    -0.3%
    1.94
    Earnings Estimates
    64.
    Piotroski: High F-Score - A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    » View the Strategy
    -40.5%
    12.1%
    11.4%
    14.7%
    23.8%
    2.07
    Value
    65.
    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
    -0.7%
    5.0%
    -1.6%
    10.7%
    14.5%
    2.11
    Growth With Price Momentum
    66.
    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
    -6.4%
    -1.1%
    -1.3%
    2.6%
    9.1%
    2.19
    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
    22.7%
    19.1%
    -3.8%
    1.3%
    4.9%
    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
    17.2%
    19.8%
    11.5%
    19.9%
    13.4%
    2.22
    Growth With Price Momentum
    69.
    MAGNET Complex Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    4.4%
    -15.3%
    -17.5%
    -3.2%
    2.1%
    2.22
    Growth & Value With Price Momentum
    70.
    MAGNET Simple Revised - Jordan Kimmel’s revised stock selection approach that blends value, growth and momentum investing styles into one model.
    » View the Strategy
    0.0%
    7.9%
    -12.5%
    2.0%
    1.9%
    2.24
    Growth & Value With Price Momentum
    71.
    Foolish Small Cap 8 Revised - An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    » View the Strategy
    -9.5%
    -1.5%
    -7.2%
    3.0%
    12.7%
    2.28
    Growth & Value
    72.
    Est Rev: Lowest 30 Down - Introduction to the use of earnings estimates.
    » View the Strategy
    -12.7%
    -3.4%
    -8.3%
    -3.3%
    -1.0%
    2.31
    Earnings Estimates
    73.
    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%
    7.7%
    4.4%
    1.3%
    10.7%
    2.32
    Growth With Price Momentum
    74.
    MAGNET Complex - These two blend Value, Growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -43.0%
    -6.6%
    -6.9%
    -12.8%
    8.6%
    2.75
    Growth & Value With Price Momentum
    75.
    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
    -15.5%
    5.2%
    3.1%
    -0.6%
    -2.6%
    2.75
    Growth & Value
    76.
    MAGNET Simple - These two blend Value, Growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -11.2%
    -19.6%
    -11.5%
    4.7%
    13.7%
    2.97
    Growth & Value With Price Momentum

    Category


  •            Screen
    Annual Price Gain (%)
    Risk Index

    Category
    YTD          3 Yr 5 Yr 10 Yr Inception
  • 1.
    Est Rev: Down 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -9.6%
    0.1%
    -5.5%
    -1.5%
    -0.3%
    1.94
    Earnings Estimates
    2.
    Est Rev: Lowest 30 Down - Introduction to the use of earnings estimates.
    » View the Strategy
    -12.7%
    -3.4%
    -8.3%
    -3.3%
    -1.0%
    2.31
    Earnings Estimates
    3.
    Est Rev: Top 30 Up - Introduction to the use of earnings estimates.
    » View the Strategy
    5.9%
    17.7%
    14.2%
    20.4%
    24.3%
    1.82
    Earnings Estimates
    4.
    Est Rev: Up 5% - Introduction to the use of earnings estimates.
    » View the Strategy
    -0.1%
    8.8%
    12.0%
    20.5%
    25.1%
    1.75
    Earnings Estimates
    5.
    Dreman With Est Revisions - Utilizing contrarian stocks with upward earnings revisions.
    » View the Strategy
    6.4%
    18.1%
    17.8%
    15.7%
    15.9%
    1.35
    Earnings Estimates
    6.
    P/E Relative - A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    » View the Strategy
    -11.7%
    6.4%
    6.2%
    10.9%
    14.5%
    1.13
    Earnings Estimates
    7.
    Return on Equity - A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    » View the Strategy
    0.2%
    7.0%
    4.9%
    6.1%
    11.4%
    1.27
    Growth
    8.
    Dual Cash Flow - An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    » View the Strategy
    -17.2%
    6.0%
    -0.3%
    3.0%
    11.9%
    1.54
    Growth
    9.
    Inve$tWare Quality Growth - The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    » View the Strategy
    -1.0%
    16.2%
    11.2%
    6.7%
    7.5%
    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
    -8.4%
    1.3%
    4.4%
    8.4%
    7.2%
    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
    -6.4%
    -1.1%
    -1.3%
    2.6%
    9.1%
    2.19
    Growth & Value
    12.
    Lynch - A strictly bottom-up approach, focusing on companies familiar to the investor…
    » View the Strategy
    -15.0%
    -0.7%
    -6.6%
    2.8%
    9.7%
    1.27
    Growth & Value
    13.
    Foolish Small Cap 8 Revised - An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    » View the Strategy
    -9.5%
    -1.5%
    -7.2%
    3.0%
    12.7%
    2.28
    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
    22.7%
    19.1%
    -3.8%
    1.3%
    4.9%
    2.21
    Growth & Value
    15.
    Dreman - Avoiding the psychological traps of the market by following the principles of contrarian investing.
    » View the Strategy
    -5.4%
    9.1%
    6.7%
    4.1%
    9.9%
    1.24
    Growth & Value
    16.
    Buffett: Hagstrom - Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    » View the Strategy
    0.3%
    14.2%
    12.7%
    11.1%
    14.0%
    1.11
    Growth & Value
    17.
    Buffettology: EPS Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    2.5%
    14.0%
    12.5%
    9.5%
    10.6%
    1.21
    Growth & Value
    18.
    Buffettology: Sustainable Growth - Buffett approach seeking consumer monopolies selling at a reasonable price.
    » View the Strategy
    3.3%
    13.1%
    9.7%
    9.7%
    11.0%
    1.28
    Growth & Value
    19.
    Dividend (High Relative Yield) - Using the dividend-yield approach to invest during volatile markets.
    » View the Strategy
    -10.3%
    8.8%
    7.8%
    5.1%
    8.0%
    0.98
    Growth & Value
    20.
    Rule #1 Investing - Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    » View the Strategy
    -46.0%
    6.1%
    5.6%
    6.6%
    9.4%
    1.88
    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
    -21.7%
    4.7%
    4.8%
    6.5%
    16.1%
    1.63
    Growth & Value
    22.
    Zweig - A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    » View the Strategy
    -5.7%
    0.5%
    -2.5%
    -2.0%
    16.0%
    1.90
    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
    -15.5%
    5.2%
    3.1%
    -0.6%
    -2.6%
    2.75
    Growth & Value
    24.
    T. Rowe Price - Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    » View the Strategy
    17.4%
    16.3%
    23.8%
    7.0%
    10.4%
    1.65
    Growth & Value
    25.
    Templeton - Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    » View the Strategy
    -15.0%
    7.5%
    10.9%
    8.3%
    9.6%
    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
    -5.9%
    6.7%
    5.7%
    6.3%
    13.6%
    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
    -2.1%
    14.4%
    11.9%
    7.8%
    9.0%
    1.43
    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
    -19.1%
    1.9%
    3.6%
    4.2%
    11.2%
    1.92
    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
    19.2%
    20.8%
    19.4%
    13.2%
    20.4%
    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 a reasonable price.
    » View the Strategy
    2.8%
    21.3%
    14.2%
    11.6%
    18.6%
    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 a reasonable price.
    » View the Strategy
    6.7%
    18.1%
    11.7%
    8.7%
    14.0%
    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
    4.4%
    -15.3%
    -17.5%
    -3.2%
    2.1%
    2.22
    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
    0.0%
    7.9%
    -12.5%
    2.0%
    1.9%
    2.24
    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
    -7.0%
    16.4%
    3.5%
    4.9%
    8.1%
    1.47
    Growth & Value With Price Momentum
    35.
    MAGNET Complex - These two blend Value, Growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -43.0%
    -6.6%
    -6.9%
    -12.8%
    8.6%
    2.75
    Growth & Value With Price Momentum
    36.
    MAGNET Simple - These two blend Value, Growth and momentum investing styles into a single stock selection model.
    » View the Strategy
    -11.2%
    -19.6%
    -11.5%
    4.7%
    13.7%
    2.97
    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
    11.2%
    -21.1%
    -23.7%
    -13.5%
    0.3%
    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
    -0.7%
    5.0%
    -1.6%
    10.7%
    14.5%
    2.11
    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
    17.2%
    19.8%
    11.5%
    19.9%
    13.4%
    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%
    7.7%
    4.4%
    1.3%
    10.7%
    2.32
    Growth With Price Momentum
    41.
    O'Neil's CAN SLIM - An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    » View the Strategy
    -10.5%
    13.4%
    9.1%
    15.3%
    22.7%
    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
    11.4%
    14.1%
    9.2%
    7.0%
    15.7%
    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
    32.1%
    40.1%
    15.6%
    12.2%
    18.7%
    1.86
    Growth With Price Momentum
    44.
    S&P 500
    -0.7%
    12.7%
    10.2%
    5.1%
    4.2%
    1.00
    Indexes
    45.
    S&P 500 Growth (TR)
    5.5%
    17.2%
    14.1%
    8.9%
    6.4%
    1.10
    Indexes
    46.
    S&P 500 Value (TR)
    -3.1%
    12.9%
    11.0%
    5.9%
    5.6%
    1.00
    Indexes
    47.
    S&P MidCap 400
    -3.7%
    11.1%
    9.0%
    6.6%
    8.3%
    1.19
    Indexes
    48.
    S&P MidCap 400 Growth (TR)
    2.0%
    13.6%
    11.5%
    8.8%
    11.5%
    1.29
    Indexes
    49.
    S&P MidCap 400 Value (TR)
    -6.7%
    12.0%
    10.5%
    7.8%
    8.1%
    1.11
    Indexes
    50.
    S&P SmallCap 600
    -3.4%
    12.1%
    10.1%
    6.7%
    7.6%
    1.26
    Indexes
    51.
    S&P SmallCap 600 Growth (TR)
    2.8%
    15.0%
    12.7%
    9.2%
    9.3%
    1.31
    Indexes
    52.
    S&P SmallCap 600 Value (TR)
    -6.7%
    10.8%
    9.6%
    6.7%
    7.9%
    1.22
    Indexes
    53.
    NASDAQ 100
    8.4%
    19.9%
    15.7%
    10.8%
    8.9%
    1.78
    Indexes
    54.
    All Exchange-Listed Stocks
    -11.6%
    8.6%
    5.2%
    4.9%
    9.2%
    1.37
    Indexes
    55.
    Dow Jones 30
    -2.2%
    10.0%
    8.5%
    5.0%
    4.5%
    0.97
    Indexes
    56.
    Insider Net Purchases - A stock screen designed to find small cap companies that have more stock purchased by insiders as opposed to sold.
    » View the Strategy
    -17.9%
    -4.2%
    -7.6%
    -6.4%
    -2.0%
    1.88
    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
    -1.8%
    8.2%
    -5.2%
    3.3%
    12.0%
    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
    -7.1%
    2.7%
    6.6%
    11.5%
    14.7%
    1.38
    Value
    59.
    Graham--Defensive Investor (Utility) - Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    » View the Strategy
    -5.1%
    6.6%
    5.9%
    4.9%
    7.4%
    0.98
    Value
    60.
    Graham--Enterprising Investor - Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    » View the Strategy
    8.6%
    -1.8%
    -1.1%
    10.2%
    14.6%
    1.81
    Value
    61.
    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
    1.2%
    13.6%
    6.0%
    20.4%
    20.9%
    1.74
    Value
    62.
    Magic Formula - Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    » View the Strategy
    -13.1%
    -2.5%
    -7.0%
    2.9%
    8.0%
    1.64
    Value
    63.
    Dogs of the Dow - Identifying contrarian plays among the Dow Jones Industrial stocks.
    » View the Strategy
    -1.4%
    10.4%
    10.3%
    3.7%
    2.8%
    1.21
    Value
    64.
    Dogs of the Dow: Low Priced 5 - Identifying contrarian plays among the Dow Jones Industrial stocks.
    » View the Strategy
    11.7%
    15.7%
    15.2%
    1.7%
    2.8%
    1.56
    Value
    65.
    Cash Rich Firms - Locating firms with a high proportion of cash to share price.
    » View the Strategy
    -7.8%
    8.9%
    -0.8%
    3.0%
    9.5%
    1.38
    Value
    66.
    Piotroski: High F-Score - A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    » View the Strategy
    -40.5%
    12.1%
    11.4%
    14.7%
    23.8%
    2.07
    Value
    67.
    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
    0.3%
    30.7%
    16.0%
    15.5%
    19.4%
    1.77
    Value
    68.
    Weiss Blue Chip Div Yield - A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    » View the Strategy
    -14.3%
    3.1%
    7.0%
    7.2%
    9.3%
    1.23
    Value
    69.
    O'Shaughnessy: Value - Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    » View the Strategy
    -12.5%
    2.2%
    2.7%
    -0.2%
    4.4%
    1.34
    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
    -20.4%
    -4.4%
    -8.5%
    0.4%
    8.5%
    1.93
    Value
    71.
    O'Shaughnessy: All Cap - Growth at a reasonable price screen created by James O'Shaughnessy.
    » View the Strategy
    -19.0%
    -1.9%
    0.2%
    2.9%
    9.0%
    1.42
    Value With Price Momentum
    72.
    O'Shaughnessy: Growth - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -5.5%
    10.1%
    9.7%
    6.8%
    15.2%
    1.50
    Value With Price Momentum
    73.
    O'Shaughnessy: Growth Market Leaders - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -2.9%
    13.8%
    11.0%
    4.4%
    6.7%
    1.23
    Value With Price Momentum
    74.
    O'Shaughnessy: Small Cap Growth & Value - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -2.8%
    13.5%
    13.7%
    10.7%
    17.5%
    1.52
    Value With Price Momentum
    75.
    O'Shaughnessy: Tiny Titans - O'Shaughnessy tries to predict the future using historical long-term trends.
    » View the Strategy
    -7.2%
    21.6%
    10.8%
    7.6%
    23.7%
    1.91
    Value With Price Momentum
    76.
    Lakonishok - Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    » View the Strategy
    -2.9%
    11.6%
    8.9%
    12.1%
    13.5%
    1.19
    Value With Price Momentum

    Alphabetical


  •            Screen
    Annual Price Gain (%)
    Risk Index

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