YCharts Adds Fund Screener Tool

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

shawn-carpenter-ycharts-2014

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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