Create Custom Screens

If you are in the Mutual Funds section, this screen applies to mutual funds. If you are in the ETF section, this screen contains ETF information. The functionality of the two is the same.

Click Create Custom Screen. The following screen is displayed.

To create a Custom Screen:

Click Create Custom Screen to remove any previous criteria selected.

Click on one of the Screener topics in the Add More Criteria menu and then select form the criteria listed on the right-hand side.

The selected criteria appear under the Criteria heading. All options related to those criteria are selected. Click on any option to deselect it.

The following lists both the Mutual Funds and ETF topics and criteria available.

Mutual Funds Criteria:

• Overview:

• Fund Family

• Fund Category

• Fund Type

• Management Expense Ratio (MER)

• Equity Style

• Credit Quality/Rating

• Index

• Diversified

• Managed

• Money Market Fund

• Portfolio:

• Fund Inception

• Manager Tenure

• Yearly Portfolio Turnover

• Analysts’ Choice Funds (ACF)

• Total Net Assets

• Assets Under Management

• Ratings and Risk:

• Morningstar Rating

• Tax-Adjusted Ranking

• Beta

• Standard Deviation

• Alpha

• Sharpe Ratio

• R-Squared

• Mean

• Price & Trading Volume:

• NAV

• Price Change ($ & %)

• Trading above 52 wk High

• Trading below 52 wk Low

• Performance:

• 1 Day

• 1 Month

• 3 Month

• 6 Month

• YTD

• 1 Year

• 1 Year Quartile

• 3 Year Quartile

• 5 Year

• 5 Year Quartile

• 10 Year

• 10 Year Quartile

• Dividends:

• Distribution Yield

• Distribution Frequency

• Holding Allocation:

• Top Sector Holding

• Top Regional Holding

• Top 10 Holdings Include

• Purchase Info:

• Fund Sales Status

• Minimum Initial Investment

• Subsequent Investments

• RRSP Minimum

• Load Type

• RRSP Eligibility

For ETFs, the following selection criteria are available: