Fundamental Screens

Explore new ways to invest in companies based on fundamental screens. These professionally built motifs consist of companies that are chosen based on fundamental company information such as earnings growth and other financial ratios.

Professional Motifs

Each professionally built motif is carefully built and weighted to thematic exposure.
Buyback Leaders

Buyback Leaders

7.0% 1 MO RTN
Stock repurchases can boost share prices as companies return value to shareholders and increase EPS.
All American

All American

5.0% 1 MO RTN
Companies selling only in the US may not have to stress as much about Europe’s mess.
GARP

GARP

4.6% 1 MO RTN
Healthy growth. Low PEG ratios. The world according to Growth At a Reasonable Price can be a beautiful place.
Cash Flow Kings

Cash Flow Kings

4.4% 1 MO RTN
Steady cash flow. Low stock price. What’s not to like? These guys are flying below the radar, and may be worth a look.
Stable Earnings

Stable Earnings

4.3% 1 MO RTN
Boring is good. Stability is sublime. And companies with low earnings variability can command higher valuations than their peers.
Bullet-Proof Balance Sheets

Bullet-Proof Balance Sheets

3.3% 1 MO RTN
Companies with huge cash balances are better positioned to navigate economic uncertainty.
View All Professionally Built Fundamental Screens Motifs

Our thoughts on Fundamental Screens

Earnings Season 101, Part 3: Mind the GAAP

Investing 101 Investing Insights |

As you continue to pay attention to earnings season announcements, you might start to notice a subtle variation in how different companies format their numbers. One format is called Generally Accepted Accounting Standards (GAAP) and the other is called non-GAAP. […]

Earnings Season 101, Part Two

Investing 101 Investing Insights |

Let’s pick up where we left off last week in our discussion of earnings season. Active traders have shown a preference for earnings per share and net income, but these two metrics don’t tell the full story.1 You can better […]

Earnings Season 101

Investing Insights |

In case you hadn’t noticed, it’s peak earnings season, when the largest number of companies announce their quarterly results. If you are serious about your investments, this is a good time to pay closer attention to investment-related news. An earnings […]

Quotes delayed 15 mins. Currently December 11, 2017 7:33:36 PM. Fields are marked with -- when data is unavailable.
Ready to get started?
Sign Up Today