Mutual Fund Screening

Mutual Fund Screening: Narrow the choices you make in the universe of mutual funds to the few that meet your investment criteria. Mutual Fund Screening helps you and your advisors make timely decisions with more accuracy and possibility of better returns with quicker response comes more consistent returns.  Get to the information you want to see with the Mutual Fund Flows Chart based on factual information plan and predict scenarios and outcomes. See, read and understand what trends are happening in an organized manner with over 50 Mutual Fund Categories ranked rated and screened within 10 Mutual Fund Sectors conveniently analyzed by top ten returns in 1 year, 3 year and 5 year time periods with quote and chart.

Always invest with advice; knowledge is power when utilized with experience and research. There are over 50-quality Mutual Fund rating, ranking and screening websites available in Canada. Research combined with advice and quick reaction time are certain way to better you mutual fund experience and returns with prudent and practical ways of building wealth; investing in mutual funds. There are close to 1800 investment funds available and 150 firms manufacturing these investments of great variety, screening mutual funds with a recommended mutual fund representative or mutual fund advisor can considerably increase your chances of both your short-term and your long-term investing success. 

1. Morningstar.ca Morningstar ratings are probably one of the most well known rating systems in North America. They rate funds on a 1 to 5 star rating based on risk-adjusted performance. They incorporate 3, 5 and 10 year data comparing funds within the same category.

2. Globefund.com Like Morningstar, Globefund is also very well known and works on a 5 star rating system. Although, on the surface, the ratings may seem similar to Morningstar ratings, there are differences to their research process. For example, Globefund requires that a fund has a minimum of 2 years of data where Morningstar requires 3 years. Their historical testing suggests that on average, top-rated funds have tended to outperform their peers over a six-month to two-year horizon.

3. Fundlibrary.com is a great website devoted to mutual fund research and information. Levi Folk, Director of Research, has developed some unique ratings like the Predictive Value Ratings and the Income Stability Ratings. According to Levi, “we strive to add value by being a little different in our research approach.”

4. Fundscope.com established in 1997 by Suzane Abboud. One very key benefit of this research firm is their comment to independence and objectivity. Fundscope is a fee-based site that provides a composite rating based on three important factors - performance, risk and cost. Fundscope also provides Mutual Fund Family Ratings.

5. Gordonpape.com Gordon Pape is one of Canada’s most recognized financial celebrities. He has authored numerous books and has published his own rating system based on dollar signs.