Fnancial Books: Bogle, Cramer,  Ferri, Orman, Swebroe, etc.  Amazon Home  Amazon Gift Cards
 Financial Magazines, Money, Kiplinger, Wall Street Journal, etc.
   HOME  MORNINGSTAR
SCREENER
VALUE LINE
SCREENER
LIPPER
SCREENER
FUND ALARM
SCREENER
PORTFOLIO
THEORY
PORTFOLIO
EXAMPLES
PORTFOLIO
BACK TEST
WATCH
PAGE
TAX LOSS
HARVESTING
 WASH
SALE
RISK vs
RETURN
 GLOSSARY
REFERENCES
   & LINKS
Example Lipper Fund Ratings: Click reuters  >Enter Fund Name or Ticker>Performance>Enter symbol(2nd Fund) Click3Yr 5Yr 10Yr           
                                                      Lipper Leader Scorecard, Check Mark is Highest  Rating

Example Lipper Fund Screener: Use http://www.reuters.com/  to screen for a Lipper Ranked, No-Load, above average return, Mixed Equity Funds
Click http://www.reuters.com/ 
Click Investing>Funds> Funds Screener
Or Click To Go Directly To Lipper Screener
Enter Fund Type, Mixed Equity Funds, Total Return Performance
5 years, Click both 5% to 10%, and 10% to 15%, Click No Load
     39 Matches found
     Click View Matches:

Option: Click on Lipper Leader Ratings
Capture
lipper

Click Historical Performance View and
 Click 5-Year to Sort Ascending/Descending
Click Lipper Leader Ratings View and
Click Total Return to sort ascending
result
results2

TERMS OF USE
The mission of fundscreener.org or taxlossharvesting.com and it's mirror sites is to provide investors with instructions and examples on how to use linked sites to screen and analyze, equities and portfolios. These linked sites have Terms of Use (Conditions) and Disclaimers, and should be carefully reviewed. All web pages from fundscreener.org and it's mirror sites are for informational purposes only and do not constitute investment advice. The owners of fundscreener.org or taxlossharvesting.com and it's mirror sites will not be liable for any loss or damage resulting from information obtained from these web sites.

Home