Fund Screener

Fund Type

Distribution Status        
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
Size Style
Fixed-Income
Credit Quality Interest Rate Sensitivity
Total Net Assets (GBP)
  • 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)
  • Low
  • - Avg
  • Avg
  • + Avg
  • High
3 Yr Standard Deviation
  • Low
  • Moderate
  • High
Return %
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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…

Fund Fees and Purchase Details

Max Total Expense Ratio
  • 0.00
  • 0.50
  • 1.00
  • 1.50
  • 2.00
Tax Free Savings Schemes
What is the Fund Fees and Purchase Details section about?

Minimum initial purchase is the smallest amount a fund manager will accept for a new account.

Fund costs can negatively impact the performance of your funds. Total Expense Ratio is the percentage of fund assets paid out for operating expenses, management and administrative fees, as well as all other asset-based costs incurred by the fund. Fund expenses are reflected in a fund's NAV or bid and offer price.

The Minimum Initial Sales Charge tells you the commission that is likely to be taken from an investment.

Read more in our glossary…

Care is taken to ensure that the information provided by Morningstar is correct but it neither warrants, represents nor guarantees the contents of the information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein.

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