Smart Screener
A multi-factor screen across the full spectrum — rank stocks and ETFs by quality, risk, growth, and 2–5 year outlook, from conservative to aggressive. Start from a preset or build your own filter.
Preset screens
Balanced Growth. A middle path: quality businesses and diversified funds with healthy growth and manageable volatility — suited to mid-range horizons and balanced risk tolerance.
Risk
8 results
| Asset | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 82 | 7.5% | 9.4% | 14.3% | 23.0% | 1.4 | -32.0% | 38 | -17.1% | 12.0% | 17.0% | 50.0% | 170.0% | 47.0% | 78.0% | 58.0% | 2.3 | 33.0 | 0.5% | 13 | 19.0% | -7.0% | 36.0 | — | — | — | — | — | $444.00B | |||
| 71 | 10.6% | 12.5% | 6.0% | 30.0% | 1.8 | -41.0% | 62 | 0.0% | 13.0% | 17.0% | 28.0% | 39.0% | 30.0% | 70.0% | 45.0% | 0.3 | 42.0 | 0.7% | 22 | 25.0% | -3.0% | 35.0 | — | — | — | — | — | $3.21T | |||
| 70 | 11.3% | 13.3% | 20.4% | 28.0% | 1.7 | -38.0% | 57 | -5.3% | 17.0% | 20.0% | 26.0% | 30.0% | 20.0% | 58.0% | 32.0% | 0.1 | 120.0 | 0.5% | 1 | 8.0% | -6.0% | 24.0 | — | — | — | — | — | $2.17T | |||
| 67 | 20.0% | 18.0% | 27.9% | 23.0% | 1.4 | -34.0% | 48 | -4.6% | — | — | — | — | — | — | — | — | — | 0.6% | — | — | — | — | 0.1% | 20.0% | 14.0% | 9.0% | $80.00B | — | |||
| 66 | 11.5% | 10.4% | 1.8% | 20.0% | 1.3 | -30.0% | 33 | -25.5% | — | — | — | — | — | — | — | — | — | 1.7% | — | — | — | — | 0.1% | 11.5% | — | 15.0% | $90.00B | — | |||
| 60 | 18.0% | 16.2% | 4.2% | 20.0% | 1.3 | -30.0% | 64 | -11.8% | — | — | — | — | — | — | — | — | — | 0.6% | — | — | — | — | 0.2% | 18.0% | 13.5% | 8.0% | $290.00B | — | |||
| 47 | 8.3% | 9.4% | 6.6% | 19.0% | 1.2 | -27.0% | 34 | -14.3% | 12.0% | 16.0% | 17.0% | 25.0% | 6.0% | 24.0% | 8.0% | 0.7 | 14.0 | 1.6% | 15 | 32.0% | -3.0% | 19.0 | — | — | — | — | — | $483.00B | |||
| 46 | 11.0% | 9.9% | 9.2% | 22.0% | 1.4 | -33.0% | 42 | -14.6% | — | — | — | — | — | — | — | — | — | 1.7% | — | — | — | — | 0.3% | 11.0% | — | 25.0% | $15.00B | — |