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Post by chang on Dec 21, 2020 0:07:10 GMT
These are two of my favorite tools: You need to play around with them to learn all the ins and outs. (Note: the MFO page says "MFO Premium" but this screener is available to everyone.)
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Post by javajoe on Dec 26, 2020 15:35:54 GMT
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Post by chang on Dec 27, 2020 1:59:26 GMT
I discovered PV a little while ago, and used it to compare A+B to C. Very useful, but I think you can only pick time intervals in whole years (e.g., 2015-2019) -- you cannot start and end the chart mid-year. It did the trick for me, though! Thanks for mentioning it.
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Post by yogibearbull on Dec 27, 2020 2:03:43 GMT
chang, PV time settings can be Year-to-year or Month-to-month. So, you can run PV data up to the most recent complete month.
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Post by chang on Dec 27, 2020 2:05:20 GMT
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Post by FD1000 on Dec 30, 2020 5:03:12 GMT
This link fundresearch.fidelity.com/fund-screener/picks shows you Fidelity picks which are pretty good but for using my own criteria I use fidelity fundresearch.fidelity.com/fund-screener/For my own trading system I created several watch lists at www.morningstar.com/portfolio-manager which gives me performance for 1-4-12 weeks to YTD and 1-3 years updated daily + M* let you select other columns you want. I did it since M* doesn't have anymore, and I can't even find anywhere a place I can find up-to-date one month performance. Fidelity+Schwab have one months, but it's not current.
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Post by chang on Jan 5, 2021 4:25:00 GMT
This link fundresearch.fidelity.com/fund-screener/picks shows you Fidelity picks which are pretty good but for using my own criteria I use fidelity fundresearch.fidelity.com/fund-screener/For my own trading system I created several watch lists at www.morningstar.com/portfolio-manager which gives me performance for 1-4-12 weeks to YTD and 1-3 years updated daily + M* let you select other columns you want. I did it since M* doesn't have anymore, and I can't even find anywhere a place I can find up-to-date one month performance. Fidelity+Schwab have one months, but it's not current. Agreed FD1000 . When I use the link which I provided above (same site as yours) the first thing I always do is go to "Quick Criteria" and un-check "No Transaction Fee" ("Fund Picks from Fidelity" should already be un-checked). Then I enter: Fund Type
Sometimes I might tick one of the boxes: Management Approach
For example, here are all actively managed, Foreign 1 Large Growth 2 Funds. (1=Asset Class, 2=Category)
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