Fund Screener

Fund Type
Total Results:
 
 
Fund Universe
 
 
Product available through
 
 
Fund Series
 
 
Prudential fund grouping
 
 
Fund Company
 
 
Morningstar Category
 
 
Base Currency
 
 
IMA Sector
 
 
Enter name or ISIN
 
What is the Fund Type section about?

Select the best funds for your research using this section of the Fund Screener.

Start by using Morningstar Categories, our style-based peer groups. Build your top funds list using just open-end funds and/or offshore funds.

Base currency is helpful for finding funds priced in sterling or the currency of your preference.

If you’re looking for income funds, select Inc under Distribution Status; for funds that reinvest their distributions, select Acc for Accumulation.

Read more in our glossary

Fund Portfolio
 
Morningstar Style Box
Equity
 
 
 
Fixed-Income
 
  • Total Net Assets (BASE)
  • 0
    250 Mil
    500
    1 Bil
    3 Bil
What is the Fund Portfolio section about?

Use the Equity Style Box to select the average market cap and investing style of funds for your research. Are you interested in large-cap, mid-cap, or small-cap shares? Are you a value, blend, or growth investor? The Fixed Income Style Box combines interest rate sensitivity (short, interm and long) and credit-quality (high, medium and low).

Total net assets is useful in gauging a fund's size, agility, and popularity. Use the sliders on the bar at left to select a range.

Read more in our glossary

Fund Performance & Risk
 
  • Morningstar Rating™
 
  • Morningstar Risk (Rel to Cat)
 
 
  • 3 Year Volatility
 
  • Return %
  • YTD
     >        
  • 1 Year
     >        
  • 3 Year
     >        
  • 5 Year
     >        
  • 10 Year
     >        
What is the Fund Performance and Risk section about?

The Morningstar Rating is based on a fund’s performance against its Morningstar Category, adjusting for risk and sales charges. The top 10% of each Morningstar Category receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% one star.

Morningstar Risk helps you evaluate variations in a fund's monthly returns in comparison to its Morningstar category, The greater the variation, the larger the risk score. You can also use standard deviation to screen by fund volatility.

Use the return screens to find funds that have outperformed their category average or a specific return threshold.

Read more in our glossary

Total Results:
1 This fund is available for the Flexible Lifetime Annuity plan and to existing policy holders in the Flexible Pension Reserve and Flexible Income Drawdown plans.

2 This fund is available to Flexible Investment Plans taken out after 25.4.05
© Copyright 2009 Morningstar. All rights reserved. Please read our Terms of Use.