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TYPE OF FUND
STOCK FUNDS
Diversified domestic funds
ALL
IGNORE
Large Growth
Large Value
Large Growth & Value
Mid-cap Growth
Mid-cap Value
Mid-cap Growth & Value
Small Growth
Small Value
Small Growth & Value
Hybrid (Stock & Bond)
Bear Market
Sector funds
IGNORE
ALL
Technology
Communications
Financial
Health Care
Real Estate
Natural Resources
Utilities
Precious Metals
International funds
IGNORE
ALL
Overseas
Worldwide
Europe
Japan
Pacific Rim (with Japan)
Pacific Rim (without Japan)
Latin America
Emerging Markets
Hybrid (Stock & Bond)
BOND FUNDS
IGNORE
ALL
U.S. Government
Long-term Bond
Short & Internmed term
High-Yield
International
Municipal
Municipal High-Yield
Emerging Markets
Convertibles
Multisector
Bank Loan
RETURNS
Year-to-date return greater than
Doesn't matter
Category average
S&P 500
Or enter your own value (%)
1-year return return greater than
Doesn't matter
Category average
S&P 500
Or enter your own value (%)
3-year return greater than
Doesn't matter
Category average
S&P 500
Or enter your own value (%)
5-year return greater than
Doesn't matter
Category average
S&P 500
Or enter your own value (%)
10-year return greater than
Doesn't matter
Category average
S&P 500
Or enter your own value (%)
EXPENSES AND
PURCHASE INFORMATION
Load
Include load funds
No load funds only
Expense ratio less than
Doesn't matter
Category average
Or enter your own value (%)
Minimum initial investment less than
Doesn't matter
$500
$1000
$2000
$3000
$5000
PORTFOLIO INFO
Risk versus funds in the same category
Doesn't matter
Average or less
Below average
Low
Median market cap of stock-fund holdings
Doesn't matter
less than $500 million
$500 million to $2 billion
$2 billion to $10 billion
$10 billion to $75 billion
greater than $75 billion
Total assets in fund less than
Doesn't matter
$200 million
$500 million
$1 billion
$5 billion
12-month yield greater than
Doesn't matter
Category average
Or enter your own value (%)
Minimum average bond quality rating (for bond funds)
Doesn't matter
US Gov.
AAA
AA
A
BBB
BB
B
