QuickSearch

QuickSearch Tool

QuickSearch replaces the "Miraculous MultiSearch" and Risk Profile tools from our main site. It will sort through thousands of funds for a few select criteria. Top-level risk and return metrics can be displayed for 20, 10, 5, 3 or 1-year periods (3-year is default).

The Asset Universe for QuickSearch is Mutual Funds and Exchange Traded Funds (ETFs). It will screen for Oldest Share Class.

Search results for up to 300 funds matching specified criteria. If a search exceeds the display limit, QuickSearch will truncate funds with lowest APR. Or, you can refine search criteria.

Enter a single fund symbol (with radio buttton "Yes") to produce a detailed Risk Profile, which includes metrics and ratings for various evaluation periods, as applicable, and comparisons with various indices, reference funds, and category averages. Enter these shortcuts for the following: TBILL - US 3-Month Treasury Bill Total Return Index, USBOND - Barclays US Aggregate Total Return Index, US6040 - US Balanced SP500/USBond 60/40 Total Return Index, SP500 - S&P 500 Monthly Reinvested Index, and ACIXUS - MSCI All Country World minus US Gross Dividends Reinvested Index. Symbols searches are in addition to other criteria selected.

See Definitions page for complete and detailed glossary.

Select Criteria

Display Period

Category

Age

Profiled Funds?

Fund Symbols
Get Risk Profile when just a single symbol is submitted: Yes No

MFO Rating

MFO Risk

Great Owl (GO) Funds?

Fund Alarm Rating

Fund Names
Or partial names (e.g., Vanguard 500, Artisan, Oakmark).

QuickSearch Results

All risk and return metrics computed using monthly total returns, excluding any load, from Lipper Global Data Feed for U.S. funds and apply to display period indicated. The ratings methodology does not account for survivorship bias or category drift.

Some tips to using the table:

Sorting: Click headers to sort rows (hold Shift key for secondary/tertiary sorts).
Definitions: Hover over headers for short definitions of column metrics.
Rows: Set number of rows (funds) shown. Default is 100.
Export: Copy or Save results table in CSV format, or generate printer-friendly PDF.
Selection: Select individual rows (funds) by clicking on any non-hyperlinked cell in the row.
Hyperlinks: Symbols are hyperlinked to Risk Profiles. Categories hyperlinked to QuickSearch results of their respective categories.
Reset: Click "Reset" button to return to original search result and sort order.

Brief key to some table metrics (see Definitions page for complete and detailed glossary):

Great Owl: GO
funds are top qunitile funds in their categories based on Martin for periods of 20, 10, 5 and 3 years, as applicable.
Fund Alarm Ratings: Three Alarm TA
for bottom quintile absolute return in category for past 5, 3, and 1 year periods; Honor Roll HR for top quintile.
Dash:
An in-table dash (or empty cell) indicates metric is not available or applicable.

Selected Search Criteria

Display Period