1. Kwanti Support
  2. User guide
  3. Screener

Searching by criteria

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The Screener finds ETFs, mutual funds, SMAs, and stocks that match criteria you choose, such as asset class, expense ratio, return, volatility and more. You start by choosing an asset type, and that choice determines which criteria are available.

 

Availability

ETF, mutual fund, and stock data is included. SMA data is an add-on data feed. See How to access SMA data.

 

Getting started

To start a search:

  1. In the Screener, select an Asset Type: ETF/MF/SMA, Stocks, or both.
  2. Click + next to a criterion to add it to your search.

Kwanti’s Screener, prompting you to choose an asset type or enter a symbol to get started, with filters on the left for asset type, asset class, fund category, fund provider, expense ratio, yield, and return.

 

Criteria for ETF/MF/SMA

  • Asset Class
  • Equity Style
  • Equity Sector: Shows funds with at least 25% allocated to the selected sector. You can change this minimum in the Equity Sector criteria box.
  • Equity Region: Shows funds with at least 75% allocated to the selected region.
  • Fund Provider
  • Expense Ratio: The expense ratio reported in the fund’s prospectus. It includes 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs the fund incurs.
  • Yield TTM: Trailing 12-month yield, which is the total dividends paid over the last 12 months divided by the asset’s price at the end of the previous month.
  • Return (Annualized): Total return over the trailing period you select, assuming dividends are reinvested, as of the end of the previous month.
  • Volatility: Volatility of monthly total returns over the trailing three years. For closed-end funds and ETFs, Kwanti uses the fund’s market price, not its NAV (net asset value).
  • Average Duration and Average Quality: See Bond style for how duration and credit quality are measured.
  • Turnover
  • Sharpe
  • Net Assets
  • Tax Drag: How much a fund’s annualized return is reduced by the taxes investors pay on distributions.
  • P/E Ratio
  • P/S Ratio
  • P/B Ratio
  • PEG Ratio
  • Forward PEG Ratio
  • Average Volume

 

Criteria for stocks

Stocks share these criteria with funds: Yield TTM, Return (Annualized), Volatility, Sharpe, P/E Ratio, P/S Ratio, P/B Ratio, PEG Ratio, Forward PEG Ratio, and Average Volume. They’re calculated the same way as for funds.

The following criteria are available for stocks only:

  • Sector: See Stock sectors.
  • Industry Code
  • Stock Style: See Stock style.
  • Stock Region: See Stock region.
  • Stock Exchange: Filters by NYSE, NASDAQ, or OTC.
  • Market Cap
  • EPS
  • Revenue Growth
  • Net Income Growth
  • Operating Income Growth
  • Quick Ratio
  • Earnings Yield
  • Last Close Price

 

After you search