ETF Research Center

Fund search & screening

Enter your search criteria in the tabs below and hit 'Search'. Fundamental and Valuation criteria for subscribers only.

Descriptive
Performance
Fundamentals
Valuation

FUND BASICS

ETF name contains

Assets		($mns)
Expense ratio		(bp)Invalid format.
Top 10 holdings		(%)Invalid format.
Options available

ASSET ALLOCATION

Sector constraints			% Invalid format.
Market cap			% Invalid format.
Emerging mkts. exposure			% Invalid format.

CATEGORY

Check all that apply:

Traditional Indices (Domestic)	Regional (International)
Style & Fundamental (Domestic)	Style & Fundamental (Int'l)
Sector ETFs	Country ETFs
Industry ETFs	Thematic ETFs

TOTAL RETURNS

Year-to-date		%
1 Year		%
5 Years		%
10 Years		%
Since inception		%

TECHNICAL MEASURES

Beta			(decimal)
Correlation			(0-100)%
Rel. strength			(0-100)
Volatility			%
Premium (Disc) to NAV			%

ANNUAL RESULTS

Sales growth			%
Earnings growth			%
Net margin			%
Return on equity			%

COMPOUND GROWTH RATES

Sales per share		%
Earnings per share		%
Dividends per share		%
Book value per share		%

OTHER FUNDAMENTAL CRITERIA

Avg Rtn on equity		%		Asset turnover		x
Long term EPS growth		%		Est. change (1 mo.)		%
Leverage		x		Est. change (3 mo.)		%

ALTAR SCORE™ RATING

ALTAR Score

%

VALUATION METRICS

Price-to-Sales			x
Price-to-Earnings			x
Price-to-Cash Flow			x
Price-to-Growth			x
Price-to-Book Value			x
Yield			%