Category: Monthly Fund screeners

List of funds that have consistently beat benchmarks with good downside protection

Here is a list of funds (October 2018) that have consistently beat benchmarks with good downside protection (funds that fell less than the index. The results are derived from the freefincal monthly consistency screener (Oct will be published next week). I would like to publish this list along with the screener each month from now on. There […]

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 […]

Sep 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. Regular readers may be aware that I have been publishing such screener files for about a year now once a month (except Aug 2017, when my hard drive crashed). Up to June 2017, two screener […]