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Kiplinger's Fund Finder
Select the criteria below
Choose how you would like the data displayed
Click the 'Search' button
QUICK SEARCH:
Enter the fund's symbol, all or part of its name, or fund family:
1. Select Fund Type
Fund universe:
ALL
U.S. Stocks
International Stocks
Taxable Bonds
Tax-Free Bonds
Hybrids
Search tips
You must select a universe to select a fund style
Fund style:
2. Select Performance Criteria
1 Year total return:
any
do not display
at least 0.0%
at least 5.0%
at least 10.0%
at least 15.0%
at least 20.0%
at least 25.0%
at least 30.0%
at least 35.0%
at least 40.0%
at least 45.0%
at least 50.0%
Data is
updated monthly
and is from the close of the last trading day of January
3 Year total return:
any
do not display
at least 0.0%
at least 5.0%
at least 10.0%
at least 15.0%
at least 20.0%
at least 25.0%
at least 30.0%
at least 35.0%
at least 40.0%
at least 45.0%
at least 50.0%
Select
do not display
if you do not wish to see this information with your results
5 Year total return:
any
do not display
at least 0.0%
at least 5.0%
at least 10.0%
at least 15.0%
at least 20.0%
at least 25.0%
at least 30.0%
at least 35.0%
at least 40.0%
at least 45.0%
at least 50.0%
S & P star rankings:
any
do not display
5 Stars
4 Stars
3 Stars
2 Stars
1 Star
Down market:
any
do not display
at least 0.0%
Better than -10%
Better than -20%
Better than -30%
Better than -40%
Better than -50%
You must select a fund universe for down market screen to work
Volatility rank:
any
do not display
High
ModHi
Mod
ModLow
Low
Avg. maturity:
any
do not display
20 years or less
10 years or less
5 years or less
2 year or less
1 year or less
Average maturity and average bond rating for
bond funds
only
Avg. bond rating:
any
do not display
AAA
AA
A
BBB
BB
B
CCC
CC
C
3. Select Fee and Management Information
Net assets:
any
do not display
$100 million or less
$500 million or less
$1 billion or less
$10 billion or less
greater than $10 billion
Max load:
any
do not display
no load
4.0% or less
5.0% or less
6.0% or less
Expense ratio:
any
do not display
1.0% or less
1.5% or less
2.5% or less
3.0% or less
Turnover:
any
do not display
100% or less
90% or less
80% or less
50% or less
40% or less
30% or less
20% or less
10% or less
Manager since:
any
do not display
2003 or before
2002 or before
2001 or before
2000 or before
1999 or before
1998 or before
1997 or before
1996 or before
1995 or before
Minimum investment:
any
do not display
$250 or less
$500 or less
$1,000 or less
$3,000 or less
$10,000 or less
$25,000 or less
4. Select Display Format
Order data by:
ascending
descending
Name
S&P star ranking
1-yr. return
3-yr. return
5-yr. return
Down Market
Volatility
Net assets
Manager since
Minimum investment
Max. load
Expense ratio
Maximum per page:
10
25
50
To order results by "down market" you must select a fund universe
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