What is the Fund Type section about?
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.
Base currency is helpful for finding funds priced in U.S. dollar or the currency of your preference.
If you’re looking for income funds, select Inc under Distribution Status; for funds that reinvest their distributions, select Acc for Accumulation.
What is the Fund Portfolio section about?
Use the Equity Style Box to select the average market cap (large-cap, mid-cap, and small-cap) and investing style (value, blend, and growth) of funds for your research. 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.
- Total Net Assets (SGD Mil)
What is the Fund Performance and Risk section about?
The Morningstar Rating is based on a fund’s performance against its Morningstar Category, adjusting for risk and sales charges. Morningstar Risk will be used for risk adjustment. Morningstar Risk helps you evaluate variations in a fund's monthly returns in comparison to its Morningstar category. Morningstar Risk places greater weight on downside variation. The greater the variation, the larger the risk score. After all, 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.
The 3-year standard deviation is used in the Volatility scale. Standard deviation of fund returns measures how much a fund’s total returns have fluctuated in the past. The more a fund’s return fluctuates, the riskier the fund is likely to be. The three ranges are defined (in USD) as follows: low refers to a standard deviation range of 0 to 5.33; moderate refers to a range of 5.34 to 10.66, high refers to a range of 10.67 and above. Standard deviation facilitates comparisons across all funds across all markets, from cash to bonds to all types of equities.
Use the return screens to find funds that have outperformed their category average or a specific return threshold.
- Overall Morningstar Rating
What is the Fund Fees and Purchase Details section about?
Minimum initial purchase is the smallest amount a fund manager will accept for a new account.
Minimum Initial Investment <= (SGD)