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 ETFs or offshore funds.

Base currency is helpful for finding funds priced in sterling or the currency of your preference.

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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 (high, medium, and low) 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.

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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.

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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.

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