Using the Fund Screener

Overview

In this guide, you'll learn how to use the Fund Screener.

The Fund Screener allows you to search through our library of Canadian Funds, and for Pro Users, you also have access to:

1. Seg Funds

2. Canadian ETFs

3. Mutual Funds

4. Investment Trusts

5. Some Pension Funds

6. Some Savings Accounts

7. Alternatives 

Accessing the Fund Screener

There are several ways to access the fund screener from Models, Comparisons or the Search tab. For this example, we will go over how to access it from the Comparisons tab. 

Under your Comparisons tab, you can click the + Start New Comparison button on the right. From here, you will be brought to a screen where you can load existing models, client portfolios or create a new portfolio. If you would like to open the Fund Screener directly from this page, click the Open Fund Screener button.

When you open the Fund Screener, you can see below the different options you have for refining your searches, including the fund type, risk and manufactures etc. As a Pro Member or Enterprise Member, you can also search and create custom Benchmarks.

 

Using the Fund Screener

Once you have searched a fund, you can filter your results in two different ways as seen below. You can continue to use the search refinements, or you can sort by clicking on one of the fund metrics or details.

 

 

Fund Details

Clicking on a fund title will open the fund details. Here you can see basic information about the objective, fund code(s), basic performance, risk metrics, and a hypothetical return chart.

 

You can also add funds directly from the screener. Use the checkbox to the left of the name to select the desired funds, and then click the Add to Portfolio button or the Add to Comparison button. You'll be redirected to a new portfolio or new comparison.

Pro Tip: You can also filter from the regular search bar, clicking the dropdown menu below.