YCharts Adds Fund Screener Tool

The screener will allow investment advisors to navigate and select frommore than 40,000 funds


YCharts added funds data to its platform last October (IMD, May 1, 2014), and now covers more than 40,000 mutual funds, closed-end funds and exchange-traded funds. "We already had plans for a screener when we launched the mutual fund quote data," says YCharts chief executive Shawn Carpenter, adding that client feedback after the data first went live confirmed that a screener was one of the most important capabilities demanded by clients.

The screener─which was rolled out on Jan. 15─allows client

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