Narrator: The Mutual Fund Screener offers investors an easy way to find mutual funds that match their trading goals. To get started, navigate to Research and select Mutual Funds. From here, select Mutual Fund Screener.
Mouse clicks on Research, then Mutual Funds
Narrator: You can begin by choosing specific filtering criteria for your screen by using the menu on the left-hand side of the page.
Fund Company, Index Fund, Fees/Loads, Schwab Income Select List, Morningstar 3 Year, and Morningstar 5 Year are selected
Narrator: Once you've made your selections, scroll down and click View Matches to get your results.
Mouse clicks on View Matches
Narrator: Your screen results will be displayed directly below the sponsored mutual funds section. To add additional criteria to your screen, scroll up and click Show on the left-hand side of the page to display the filter menu.
Mouse clicks on Show
Narrator: Additionally, you can make changes to your existing filters by clicking on the screener criteria, displayed above the screen results.
Mouse clicks on Morningstar 3 Year and selects 2 stars
Narrator: Please note that your results will continue to update in real-time as you make changes to your criteria. Once you're done making changes, click Apply to update your screen.
Mouse clicks Apply
Narrator: You can remove criteria by clicking Modify Criteria and clicking on the X icon displayed on each screener criteria, or by unselecting the criteria using the left-hand rail.
Mouse clicks Modify Criteria and deletes Morningstar 5 Year. Then, unselects Fees/Loads from the left-hand rail
Narrator: If you'd like to save your screen with its currently selected criteria, click Save Screen.
Mouse clicks Save Screen
Narrator: Then, name your screen and select Save.
The screen is named "My Screen" and the mouse clicks Save
Narrator: You should now see your newly saved screen under the My Saved Screens dropdown.
Mouse opens the My Saved Screens dropdown and selects My Screen
Screen fades to Mutal Fund Screener home page
Narrator: The Predefined Screens section allows you to select a screen containing mutual funds that fall under curated categories. To learn more about each predefined screen, you can read the short description displayed alongside each tile. Note that you may modify predefined screens by adding or removing criteria. To view more predefined screens, select View More.
Mouse clicks on View More
Video outro plays
Discover mutual funds that match your trading goals using the Mutual Fund Screener. Choose predefined screens, save custom screens and more.