Your own customized top fund manager list

Your fund list, your brand

Based on your special criteria below, we can help you create a unique list of top funds for you or your clients. We charge $49.99 for each customized list or $129.99 for a set of 3 unique customized lists.

Please fill out the information below. We will send you an electronic invoice through Paypal. Once we receive your payment, your requested list(s) will be delivered within 1 - 2 business days.

 

Fund Category	Large Growth Large Blend Large Value Mid-Cap Growth Mid-Cap Blend Mid-Cap Value Small Growth Small Blend Small Value Conservative Allocation Specialty-Technology Specialty-Communications Specialty-Financial Specialty-Health Specialty-Natural-Resources Specialty-Precious Metals Specialty-Real Estate Specialty-Utilities Foreign Large Growth Foreign Large Blend Foreign Large Value World Stock
Fund Family
My own fund list
Manager Tenure	Min  Years       Max  Years
Morningstar Rating	5 >= 4 >= 3 >= 2 >= 1
1-month Performance	Min %   OR   More than % over category average
3-month Performance	Min %   OR   More than % over category average
Year-to-Date Performance	Min %   OR   More than % over category average
1 year Performance	Min %   OR   More than % over category average
3 years performance	Min %   OR   More than % over category average
5 years performance	Min %   OR   More than % over category average
Current Fund Status	Open Does not Matter Closed
3 year Sharpe Ratio	Min         Max
3 year Treynor Measure	Min         Max
3 year Alpha	Min    OR   More than % over category average
3 year Beta	Min    OR   More than % over category average
Management Fee	Max    OR   No more than % over category average
Min initial investment	$
Fund Size	Min  $M      Max  $M
Maximum Turnover Rate	%
Maximum Load Allowed	Front end  %       Back end  %
Minimum Up Ratio	%  (Number of up years/total number of years)
Min Asset Under Management	$ M
Min Fundmojo Score	(Between 0 - 1, 0.7 and above is generally a good fund)
Dividend Rate	Min  %       Max  %

  

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