Add Additional Criteria (Select up to 15)
Fund Type
Profile
Total Return Performance
Risk
Portfolio
Lipper Leaders
Fund Universe

Select mutual funds, ETFs, or both to populate your starting universe.

Fund Category

Filter your starting universe by selecting from the four major Lipper fund categories.

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IDRemoveScreen NameCriteriaEdit NameCriteriaRaw
606215681removeLoading...creichmuth4 CriteriaEditLoading...{"0":{"type":"regular","item":0,"items":[0]},"1":{"type":"regular","item":[],"items":[0,1]},"2":{"type":"checks","item":[],"items":[9,54,151,10,12,14]},"6":{},"7":{},"15":{"type":"regular","item":[],"items":[3,4]},"23":{},"24":{},"25":{},"26":{},"27":{}}
646106528removeLoading...ETF review10 CriteriaEditLoading...{"0":{"type":"regular","item":[],"items":[1]},"1":{"type":"regular","item":[],"items":[2]},"2":{"type":"checks","item":[],"items":[0,1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71,72,73,74,75,76,77,78,79,80,81,82,83,84,85,86,87,88,89,90,91,92,93,94,95,96,97,98,99,100,101,102,103,104,105,106,107,108,109,110,111,112,113,114,115,116,117,118,119,120,121,122,123,124,125,126,127,128,129,130,131,132,133,134,135,136,137,138,139,140,141,142,143,144,145,146,147,148,149,150,151,152]},"6":{},"7":{"type":"regular","item":[],"items":[0,1]},"15":{"type":"regular","item":[],"items":[3,4]},"23":{"type":"rating","ratingYear":"Overall Rating","item":[],"items":[1,0]},"24":{"type":"rating","ratingYear":"Overall Rating","item":[],"items":[1,0]},"25":{"type":"rating","ratingYear":"Overall Rating","item":[],"items":[1,0,2,3,4]},"26":{"type":"rating","ratingYear":"Overall Rating","item":[],"items":[4,3,2,1,0]},"27":{"type":"rating","ratingYear":"Overall Rating","item":[],"items":[1,0]}}
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943921047removeLoading...Mutual funds7 CriteriaEditLoading...{"0":{"type":"regular","item":0,"items":[0]},"1":{"type":"regular","item":[],"items":[0]},"2":{"type":"checks","item":[],"items":[20,27,29,38,41,42,43,44,45,84,85]},"5":{"type":"range","min":"0","max":"5000"},"6":{},"7":{"type":"range","min":".5","max":"1.7"},"10":{"type":"oneCheck","item":[],"items":[0]},"15":{},"23":{"type":"rating","ratingYear":"Overall Rating","item":[],"items":[1,0]},"24":{},"25":{},"26":{},"27":{}}
942608587removeLoading...Mutual Funds Mar 20149 CriteriaEditLoading...{"0":{"type":"regular","item":0,"items":[0]},"1":{"type":"regular","item":[],"items":[0]},"2":{"type":"checks","item":[],"items":[67,69,71,72,73,74,75,76,78,79,80,81,82,124,125]},"10":{"type":"oneCheck","item":[],"items":[0]},"14":{"type":"regular","item":[],"items":[3,4,2]},"23":{"type":"rating","ratingYear":"3 Year Rating","item":[],"items":[0,1]},"24":{"type":"rating","ratingYear":"3 Year Rating","item":[],"items":[0,1,2,3]},"25":{"type":"rating","ratingYear":"3 Year Rating","item":[],"items":[0,1,2,3]},"26":{},"27":{"type":"rating","ratingYear":"3 Year Rating","item":[],"items":[0]}}
882457848removeLoading...MyCriteria5 CriteriaEditLoading...{"0":{"type":"regular","item":0,"items":[0]},"1":{"type":"regular","item":[],"items":[2]},"2":{},"6":{},"7":{"type":"regular","item":[],"items":[0]},"15":{},"23":{},"24":{},"25":{},"26":{"type":"rating","ratingYear":"Overall Rating","item":[],"items":[0]},"27":{"type":"rating","ratingYear":"Overall Rating","item":[],"items":[0]}}
541351162removeLoading...TOP ETF5 CriteriaEditLoading...{"0":{"type":"regular","item":[],"items":[1]},"1":{"type":"regular","item":[],"items":[0]},"2":{},"6":{"type":"regular","item":[],"items":[4]},"7":{"type":"regular","item":[],"items":[0]},"15":{"type":"regular","item":[],"items":[4,0]},"23":{},"24":{},"25":{},"26":{},"27":{}}

1. SELECT FUND UNIVERSE

Fund Universe
Fund Type
Select mutual funds, ETFs, or both to populate your starting universe.
Mutual Funds25,177TOTAL FUNDS
ETFs1,568TOTAL FUNDS
25,177Total Fund Universe

2. SELECT FUND CATEGORY

Fund Category
Fund Type
Select mutual funds, ETFs, or both to populate your starting universe.
Equity12,690TOTAL FUNDS
Mixed Equity4,536TOTAL FUNDS
Fixed Income5,770TOTAL FUNDS
Money Market1,359TOTAL FUNDS
--Total Matches

3. ADDITIONAL FUND ATTRIBUTES

Fund Classification
Profile
A - E 
F - J 
K - O 
P - T 
U - Z 
Absolute-Return Funds
Basic Materials Funds
California Intermediate Mun...
California Municipal Debt
California Short-Intermedia...
California Tax-Exempt Money...
China Region
Commodities Agriculture Funds
Commodities Base Metals Funds
Commodities Energy Funds
Commodities General Funds
Commodities Precious Metals...
Commodities Specialty Funds
Consumer Goods Funds
Consumer Services Funds
Convertible Securities
Corporate Debt Funds A-Rated
Corporate Debt Funds BBB-Rated
Currency Funds
Dedicated Short Bias
Emerging Markets
Emerging Markets Debt
Emerging Markets Local Curr...
Equity Income
Equity Leveraged Funds
Equity Market Neutral
European Region
Extended U.S. Large-Cap Cor...
Financial Services
Flexible Income
Flexible Portfolio
General & Insured Municipal...
General Bond
General US Government
General US Treasury
Global Equity Income Funds
Global Financial Services F...
Global Flexible Portfolio
Global Growth Equity
Global Health/Biotechnology...
Global Income
Global Large Value Equity
Global Large-Cap Core
Global Large-Cap Equity
Global Large-Cap Growth
Global Large-Cap Value
Global Multi-Cap Core
Global Multi-Cap Growth
Global Multi-Cap Value
Global Natural Resources Funds
Global Real Estate Funds
Global Science/Technology F...
Global Small-/Mid-Cap Funds
GNMA
Health/Biotechnology
High Yield Funds
High Yield Municipal Debt
India Region Funds
Industrials Funds
Inflation Protected Bond Funds
Institutional Money Market
Institutional Tax-Exempt Mo...
Institutional US Government...
Institutional US Treasury M...
Intermediate Investment Gra...
Intermediate Municipal Debt
Intermediate US Government
International Core
International Equity Income...
International Growth
International Income
International Large-Cap Core
International Large-Cap Growth
International Large-Cap Value
International Multi-Cap Core
International Multi-Cap Growth
International Multi-Cap Value
International Real Estate F...
International Small/Mid-Cap...
International Small/Mid-Cap...
International Small/Mid-Cap...
International Value
Japanese
Large-Cap Core
Large-Cap Growth
Large-Cap Value
Latin American
Loan Participation
Long/Short Equity
Managed Futures Funds
Maryland Municipal Debt
Massachusetts Municipal Debt
Mid-Cap Core
Mid-Cap Growth
Mid-Cap Value
Minnesota Municipal Debt
Mixed-Asset Target 2010
Mixed-Asset Target 2015 Funds
Mixed-Asset Target 2020
Mixed-Asset Target 2025 Funds
Mixed-Asset Target 2030
Mixed-Asset Target 2035
Mixed-Asset Target 2040 Funds
Mixed-Asset Target 2045 Funds
Mixed-Asset Target 2050+ Funds
Mixed-Asset Target Allocati...
Mixed-Asset Target Allocati...
Mixed-Asset Target Allocati...
Mixed-Asset Target Today Funds
Money Market
Multi-Cap Core
Multi-Cap Growth
Multi-Cap Value
Multi-Sector Income
Natural Resources
New Jersey Municipal Debt
New York Intermediate Munic...
New York Municipal Debt
New York Tax-Exempt Money M...
Ohio Municipal Debt
Other States Intermediate M...
Other States Municipal Debt
Other States Short-Intermed...
Other States Tax-Exempt Mon...
Pacific Ex-Japan
Pacific Region
Pennsylvania Municipal Debt
Precious Metals Equity Funds
Real Estate
Retirement Income Funds
S&P 500 Index Objective
Science & Technology
Short Investment Grade Debt
Short Municipal Debt
Short US Government
Short US Treasury
Short-Intermediate Investme...
Short-Intermediate Municipa...
Short-Intermediate US Gover...
Small-Cap Core
Small-Cap Growth
Small-Cap Value
Specialty Diversified
Specialty Fixed Income
Specialty/Miscellaneous
Tax-Exempt Money Market
Telecommunications
Ultra-Short Obligation
US Government Money Market
US Mortgage
US Treasury Money Market
Utility
Virginia Municipal Debt
--Total Matches
Total Expense Ratio (%)
Profile
< 0.5
0.5 to 1
1 to 1.5
1.5 to 2
2 >
--Total Matches
5 Year Total Return (%)
Total Return Performance
< 0
0 to 5
5 to 10
10 to 15
15 >
--Total Matches
Total Net Assets ($)
Profile
< 10M
10M-50M
50M-200M
200M-1B
1B >
--Total Matches
--Total Matches