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 … Continue reading August 2018 Equity Mutual Fund Performance Screener

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 … Continue reading July 2018 Equity Mutual Fund Performance Screener

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 … Continue reading Jan 2018 Equity Mutual Fund Performance Screener

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 … Continue reading Equity Mutual Fund Performance Screener Dec 2017

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 … Continue reading Nov 2017 Freefincal Equity Mutual Fund Outperformance Screener