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Fund Spy

Making Fund Screeners Fantastic

I put a variety of fund screeners to the test.

The article was published in the November 2017 issue of Morningstar FundInvestor. Download a complimentary copy of Morningstar FundInvestor by visiting the website.

In the wake of "The Fantastic 43” article in September, readers wrote to ask if there was a way to replicate the screen in the Premium Fund Screener tool on Unfortunately, the Manager Investment of More Than $1 Million in the Fund and Returns Above the Fund’s Benchmark Over the Manager’s Tenure screens that were crucial to my tests are not available in this tool, which was built many years ago.