Screen for the Right ETF

With the proliferation of ETF options, the Morningstar Fund Screener is a great place to start your search for investment ideas. The screener lets you sort the ETF universe by criteria such as past performance, sector weightings, and fees as well as by Morningstar Fund Category.

Access the ETF screener by clicking on Tools on the Morningstar start page, then clicking on Fund Screener and setting Fund Universe to Exchange Traded Funds. You can then screen amongst a number of pre-set criteria, including historical returns, Morningstar Rating, fees, etc. 

Once you’re happy with your screen, you can start digging deeper into the funds that passed. You can click on the ETF name to go to the Morningstar ETF Quote page, where you can access information about fees, performance history and management. Don’t forget you can always add the results of the screen to a saved portfolio, or even e-mail the results of your screen.