freefincal

Simple how-to articles and free tools for financing your goals, managing your money, mutual fund and stock investments

Category: Monthly Fund screeners

September 2018 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener September 2018 edition is available for download. Use this screener file to hunt for best performing equity funds that have consistently outperformed category benchmarks/indices with good downside protection (better performance when the index is down)  and/or upside performance (better performance when the index is up). This screener is meant for DIY investors to […]

August 2018 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener August 2018 edition is available for download. Use this screener file to hunt for equity funds that have consistently outperformed category benchmarks/indices with good downside protection (better performance when the index is down)  and/or upside performance (better performance when the index is up). This screener is meant for DIY investors to select a […]

July 2018 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener is back after a five-month break. Use this screener file to hunt for equity funds that have consistently outperformed category benchmarks/indices with good downside protection (better performance when the index is down)  and/or upside performance (better performance when the index is up). This screener is meant for DIY investors to select a mutual […]

Jan 2018 Equity Mutual Fund Performance Screener

Download the freefincal Equity Mutual Fund Performance Screener Jan 2018!  Use this screener file to hunt for equity funds that have consistently outperformed category benchmarks/indices with good downside protection (better performance when the index is down)  and/or upside performance (better performance when the index is up). This screener is meant for DIY investors select a mutual fund (not review […]

Equity Mutual Fund Performance Screener Dec 2017

The freefincal Equity Mutual Fund Performance Screener Dec 2017 is now available. I have simplified the column names and entries for easy understanding and use.  Use this screener file to hunt for equity funds that have consistently outperformed category benchmarks/indices with good downside protection (better performance when index is down)  and/or upside performance (better performance when […]

Nov 2017 Freefincal Equity Mutual Fund Outperformance Screener

Use this screener file to hunt for equity funds that have consistently outperformed category benchmarks with good downside protection and/or upside performance. This screener is meant for DIY investors who hopefully would appreciate these unique metrics.  The  “PlumbLine” is a set of handpicked mutual funds meant for the new investor to quickly get started when they use the  Freefincal […]

Oct 2017 Freefincal Equity Mutual Fund Outperformance Screener

Use this screener file to hunt for equity funds that have consistently outperformed category benchmarks with good downside protection and/or upside performance. I have now updated the list to match with Value Research category listing. Will update this from monthly from now on. Thanks to Dr. Dinesh Singh, for the push 🙂 Announcement: Gamechanger paperback is […]

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