Are you screening for funds the Logicly way?

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Diving Deep with the Logicly Fund Screener

 

At Logicly, our mission is to deliver best-in-class portfolio tools to make your life as an advisor easier. One of our most popular tools is our mutual fund and ETF fund screener. By using our screener tool you can search the universe and filter for funds that meet your investment criteria. For example, “I am looking for US equity dividend ETFs with an expense ratio below 50bps and AUM over $1bn” or “I am looking for Corporate Fixed Income ETFs with primarily AAA credit rating and 3-5 year maturity exposure.”

Compare 1000s of ETFs and mutual funds in the screener across 500+ price, risk, cost, liquidity, premium-discount and fund holdings metrics.

Tailor your search and filter for funds that meet your specific investment criteria. For example, US Corporate Fixed Income ETFs with primarily AAA credit rating and 3-5 year maturity exposure.


Save your filters for future use.


Customize the view to include the metrics that you want to see in one screen

When you hit “add” to create your custom view, you will be taken to this page where you can select what metrics you would like to display and in what order. You can also search for fields in the search bar.

 

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